Research & Insights

Access our latest research and insights covering market news, financial planning topics, and more.

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Looking Beyond the Abyss
From February 19, 2020, through March 23, 2020, the stock market experienced a peak-to-trough 35.4% decline that left investors fearing there was no bottom in sight. Three trading sessions later, the S&P 500 had rebounded 20.31% before eventually rallying as much as 35.9% to within 12.3% of its all-time high.
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Understanding How the CARES Act May Impact Your IRA
What individuals with IRAs and other types of retirement plans should know about the CARES Act.
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Government Responds to Coronavirus Crisis With Many New Rules
A brief summary of some of the major provisions of the CARES Act
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Forbes Recognizes Douglas Stirling as a Best-In-State Wealth Advisor
Janney Montgomery Scott LLC, a leading full-service wealth management, financial services, and investment banking firm, is pleased to announce that Douglas Stirling, Executive Vice President/Wealth Management, Financial Advisor has been named to the Forbes 2020 Best-In-State Wealth Advisors list.
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A View From New York
Stirling Wealth Management's Joe Kennedy provides insights into today's market
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What to Consider When Buying or Selling a Home in a Rising Mortgage Interest Rate Environment
If you are buying or selling a home when mortgage interest rates are rising, there are important considerations to keep in mind that impact affordability and other factors.
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January Investment Perspectives
Our Investment Strategy Group offers commentary on reducing national debt, major fixed income themes from last year, and the economic factors weighing most heavily on investors in 2023.
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Home Improvement Credits Under the Inflation Reduction Act
If you are planning to purchase electric vehicles or make energy-efficient improvements to your house, you may save some money under the Inflation Reduction Act.
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Investing in Water
We view water as a long-term investment theme that impacts many industries. This piece reviews the importance of water to life and the economy and highlights major investment implications.
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Don’t Overlook This Hidden Retirement Risk
After working so hard to save for retirement, it’s important to be aware of potential risks that arise when you stop earning and start withdrawing. This article explores some solutions you may consider to help protect your retirement income from sequence of returns risks.
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