News and Commentary

Our Investment Strategy Group discusses key takeaways from the latest Federal Reserve meeting and what it means for investors.

Excited to start 2026 with great momentum! For the fourth year in a row, our team has been named to Forbes’ Best-in-State Wealth Management Teams list. This recognition is a direct result of our client-first approach and the trust you’ve placed in us. Thank you from the bottom of our hearts. We appreciate you letting us be part of your financial journey. That being said, we are in full growth mode and the door is open to new clients. If you are looking to grow your wealth and achieve your goals with a dedicated partner, do not hesitate to reach out! Let’s make 2026 another outstanding year together! For more information on the scope of consideration for referenced industry awards or accolades, please visit Janney.com/awards-disclosures

Policy changes, particularly under the SECURE 2.0 Act, aim to make it easier to prepare for your long-term financial goals. Here’s what you need to know.