November 03, 2025
Tax-Smart Charitable Giving Strategies in Light of OBBBA
The One Big Beautiful Bill Act both preserves existing tax benefits and introduces provisions that may encourage you to rethink the timing and method of your gifts.
October 16, 2025
October Investment Perspectives
This month, our Investment Strategy Group weighs Tech’s staying power, unpacks the rise of private credit, and analyzes what lies ahead for the stock market.
Read the full report here: https://www.janney.com/wealth-management/education/market-commentary/detail/insights/2025/10/10/october-investment-perspectives
September 11, 2025
September Investment Perspectives
In this edition of Investment Perspectives, our Investment Strategy Group examines the possibilities for European equities, unpacks the latest trends in inflation dynamics, and breaks down September’s cautionary market tone.
September 04, 2025
9 Considerations for Year-end Planning
As the end of 2025 approaches, it’s a good time to implement strategic tax planning to minimize your tax liability, maximize savings, and get on track for 2026.
August 25, 2025
2025 Tax Reform: A Look at Key Changes for Businesses
Attention business owners! The One Big Beautiful Bill Act (OBBBA) introduces expanded tax benefits aimed at reducing taxable income, enhancing investment incentives, and supporting long-term growth opportunities.
August 10, 2025
As your financial life evolves, consolidation can help you stay in control. Learn how combining accounts may improve planning, reduce duplication, and support your long-term financial success.
Read more here: https://www.janney.com/wealth-management/education/all-education/detail/education/2025/05/22/the-advantages-of-asset-consolidation
August 09, 2025
Mark Luschini, Janney’s Chief Investment Strategist, shares an update on shifting tariff policies, their potential impact on the economy and markets, and what we’re watching in the months ahead.
Read the report here: https://www.janney.com/wealth-management/education/market-commentary/detail/insights/2025/08/06/are-tariffs-here-to-stay
August 08, 2025
Our Investment Strategy Group analyzes what you need to know about the latest market and economic news.
Read here: https://www.janney.com/wealth-management/education/market-commentary/detail/insights/2025/08/07/remaining-positive-on-our-outlook-despite-the-soft-labor-market-report
August 06, 2025
The One Big Beautiful Bill Act: How It May Impact You
The One Big Beautiful Bill Act was signed into law by President Trump on July 4, 2025. Here’s how it differs from existing tax laws—and how it may impact you.
July 08, 2025
July Investment Perspectives
In this edition of Investment Perspectives, our Investment Strategy Group examines how robotics is reshaping productivity, the risks of rising Federal debt, and whether June’s rally can carry into July.
Read here: https://www.janney.com/wealth-management/education/market-commentary/detail/insights/2025/07/07/july-investment-perspectives
July 02, 2025
Learn more about the latest market and economic news in our Investment Strategy Group’s weekly update.
Read here: https://www.janney.com/wealth-management/education/market-commentary/detail/insights/2025/06/27/business-surveys-remain-consistent-with-further-economic-growth
June 29, 2025
Even with global tensions, markets stay focused on fundamentals. The Fed maintains a positive outlook, inflation is easing, and stocks continue to show resilience.
Read the full market perspective in our Investment Strategy Group’s latest weekly update: https://www.janney.com/wealth-management/education/market-commentary/detail/insights/2025/06/23/stocks-continue-to-look-past-the-israel-iran-conflict
June 20, 2025
In its Mid-Year Update, Janney’s Investment Strategy Group provides baseline prognostications for the economy, the equity and fixed-income markets, their evolution, and investment implications for the remainder of 2025.
Read here: https://www.janney.com/wealth-management/education/market-commentary/detail/insights/2025/06/13/outlook-2025--mid-year-update
May 24, 2025
Preparing to fund your child's education? Whether you're a parent or grandparent, it's crucial to plan ahead.
Explore this checklist for smart strategies.
Read more: https://www.janney.com/wealth-management/education/all-education/detail/education/2025/02/05/funding-the-cost-of-college-checklist
May 22, 2025
Janney's Mid-Year Market Update
What’s next for the economy and markets? Join our exclusive virtual presentation where Janney’s Investment Strategy Group shares its views on the economy and markets, inflation, monetary and fiscal policy, and what it all means for your portfolio strategy.
May 12, 2025
Caught in the Eddies
Our Investment Strategy Group discusses key takeaways from the latest Federal Reserve meeting and what it means for investors.
May 08, 2025
May Investment Perspectives
In this edition of Investment Perspectives, our Investment Strategy Group explores key recession indicators, examines April's bond market volatility, and analyzes how earnings reports compare to market performance during the President's first 100 days.
May 01, 2025
The Washington Update with Jeff Bush
Our exclusive virtual event will highlight: How election outcomes influence policy directions and investor sentiment. The budget debate and how it shapes legislative priorities and influences market trends. Expected changes from the expiration of the Tax Cuts and Jobs Act and implications for individuals and businesses, and a look at the U.S.-China relationship and its impact on key industries and investment strategies.
