News and Commentary
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Q3 2026 Quarterly Update
A tumultuous start, a torrid finish and a look ahead at what's on tap as we roll into summer
Q2 2026 Quarterly Update
Q1 2026 had everything—rallies, reversals, and a few surprises.
Q1 2026 Quarterly Update
We recap another great year for the markets and turn the page to 2026 - a milestone year for our team!
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
August 31, 2026
9 Considerations for 2026 Year-end Tax Planning
Start year-end tax planning now to review income, gains and losses, retirement distributions, charitable giving, and tax payments—and prepare for 2027.
August 03, 2026
Introducing Tax Overlay Management
Take a more tax-aware approach with Janney’s Tax Overlay, an optional service for eligible U.S. taxable accounts seeking opportunities to help manage the potential impact of taxes.
July 26, 2026
2026 Retirement Confidence Survey
Retirement should feel exciting — not overwhelming.
But with rising costs, health care concerns, debt and questions around Social Security, it's understandable that many Americans are feeling less confident, according to the latest EBRI survey (https://www.ebri.org/docs/default-source/rcs/2026-rcs/rcs_26-fs-1_confid.pdf?sfvrsn=1c29022f_3).
A clear plan can help turn uncertainty into direction — and our team will be here to review, adjust and guide it through retirement.
📞Call/Text: (724)888-5684
📧themcnamarainvestmentgroup@janney.com
For important information about Janney and your best interests, see www.janney.com/crs.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
September Investment Perspectives
In this issue, we discuss how the labor market is still doing the heavy lifting, the details surrounding recent U.S. Treasury news, and how the midterms may impact the markets.
Building Better Password Habits
Cyberfraud does not always begin with a data breach. Sometimes it starts with a password that is too easy to guess, reused across accounts, or stored in an unsafe place. Building better password habits can help protect your financial information and may strengthen your overall digital security.
Choosing the Right Trust for Your Needs
Trusts can be a flexible and effective planning tool for a variety of purposes, including addressing estate planning needs. Because there are many types of trusts, the right structure depends on an individual’s objectives, assets, beneficiaries, and long-term financial plan.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
