News and Commentary

Your tax picture is part of your financial plan. Mid-year is a great time to check whether your income, investments, retirement contributions and charitable giving strategy are still aligned. The second half of the year gives you time to adjust. Use it wisely. Visit https://lp.constantcontactpages.com/sl/1G7V0nJ to review your plan today! Disclaimer: Janney Montgomery Scott LLC, its affiliates, and its employees are not in the business of providing tax, regulatory, accounting, or legal advice. These materials and any tax-related statements are not intended or written to be used, and cannot be used or relied upon, by any taxpayer for the purpose of avoiding tax penalties. Any such taxpayer should seek advice based on the taxpayer’s particular circumstances from an independent tax advisor. For important information about Janney and your best interests, see www.janney.com/crs.

Your vacation checklist should include more than sunscreen. ☀️ Before you travel, review your cards, secure your documents, and make sure key information is backed up somewhere safe. Need help organizing important financial information in Janney’s Document Vault? Reach out before you hit the road.

Janney’s Investment Strategy Group shared its Mid-Year Update, with a generally constructive outlook for the second half of 2026. Be sure to read it to prepare for what’s ahead.