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.
August 05, 2025
When the Winds Blow
Our Investment Strategy Group reviews the latest Federal Reserve meeting and what to expect for future Fed policy.
August 01, 2025
As life changes, so can your financial needs.
From major purchases to unexpected expenses, lending may be a tool to help maintain flexibility within your financial plan.
Read more here: https://www.janney.com/wealth-management/education/all-education/detail/education/2025/06/05/life-events-may-trigger-lending-needs
July 30, 2025
Understanding Retirement Risks You Can & Cannot Control
Are you prepared for what retirement may throw your way?
From spending habits and savings goals to market volatility and inflation, this article breaks down retirement risks into two categories.
Read more here: https://www.janney.com/wealth-management/education/all-education/detail/education/2025/04/28/understanding-retirement-risks-you-can-cannot-control
July 28, 2025
Price Target Hit! Now What?
In our Mid-Year Update, Janney’s Investment Strategy Group shared a constructive view on equity markets. As that outlook begins to take shape, a key question arises: Could the momentum continue?
We explore potential market drivers and conditions that may influence the next phase of the investment landscape.
Read more here: https://www.janney.com/wealth-management/education/market-commentary/detail/insights/2025/07/24/price-target-hit!-now-what
July 21, 2025
Planning your financial future starts with seeing the whole picture.
Whether it’s a new home, education, or retirement, a comprehensive plan helps you balance priorities and make informed decisions.
Read more here: https://www.janney.com/wealth-management/education/all-education/detail/education/2025/05/01/financial-planning-helping-you-see-the-big-picture
July 17, 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/2025/07/11/thoughts-on-one-big-beautiful-bill
July 14, 2025
Credit cards can be powerful planning tools—if you use them right.
From tracking expenses to managing unexpected costs, learn how to make credit part of your financial strategy.
Read more here: https://www.janney.com/wealth-management/education/all-education/detail/education/2024/11/25/credit-card-spending-and-your-financial-plan
July 10, 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 01, 2025
Outlook 2025: Mid-Year Update
Our Investment Strategy Group outlines their expectations for the economy in the second half of 2025, as well as possible scenarios for the equity and fixed-income markets.
June 26, 2025
Bring Stability and Possibility to Your Life
You have financial goals. Do you have a plan to get there?
A thoughtful plan can help you navigate uncertainty, reach that milestone moment, and make confident financial decisions throughout your life.
Read more here: https://www.janney.com/wealth-management/education/all-education/detail/education/2025/05/15/financial-planning--bringing-stability-and-possibility-to-your-life
June 25, 2025
Have leftover 529 funds? You have options!
From transferring funds to other family members to leveraging them in estate planning, explore various strategies to make the most of your savings.
Read more here: https://www.janney.com/wealth-management/education/all-education/detail/education/2025/04/10/planning-strategies-for-remaining-529-balances
June 23, 2025
IRS Limits on Retirement Plan Benefits
If you sponsor a 401(k) plan, here is a helpful guide that includes 2025 contribution and compensation limits, including the new special catch-up contribution.
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
June 04, 2025
Financial Planning: Bringing Stability—and Possibility—to Your Life
Financial planning isn’t just about retirement or saving for the future, it can also be about accomplishing your lifestyle goals—like world travel or a buying a second home.
June 01, 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 21, 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.
