July 21, 2026
Vacations are about protecting time with the people you love.
Insurance planning is about protecting them if life takes an unexpected turn.
Before summer travel season is in full swing, take time to review your life and disability coverage, your beneficiary designations and your estate documents.
Peace of mind travels well. Visit https://lp.constantcontactpages.com/sl/2A86nsi and let our team help ensure you're protected before your next trip.
Disclaimer: For important information about Janney and your best interests, see www.janney.com/crs.
July 16, 2026
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.
July 08, 2026
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.
July 01, 2026
Outlook 2026: Mid-Year Update
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.
June 24, 2026
IRS Form 5498 helps report IRA contributions and other key account activity.
For Roth accounts, those contribution records can be especially useful down the road.
Not sure what you’re looking at or why it matters? Visit https://lp.constantcontactpages.com/sl/ifWfirQ and let's walk through it together!
A quick review today can help avoid headaches later.
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.
June 04, 2026
529 plans are a great tool — but they’re not the only way to save for a child or grandchild.
Education. Flexibility. Retirement. Long-term investing.
Different goals may call for different tools — and it's important the choose the right account for the right purpose. That's where we come in.
Visit https://lp.constantcontactpages.com/sl/wA3Eog6 to start a discussion we have often with our clients and to build a savings plan for your child or grandchild today!
Disclaimer: For more information about Janney, please see Janney's Relationship Summary (Form CRS) at www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.
June 01, 2026
Plan for 100: Income Planning for a Longer Life
Planning to live longer? With many people now living into their 90s and beyond, it may be worth considering how your financial plan can support a retirement that could last decades.
May 18, 2026
Janney’s Mid-Year Market Update
Join us for a live virtual discussion focused on the current market environment, key themes to watch, and considerations for the months ahead.
May 04, 2026
529 Plans Continue to Evolve: Here’s What Families Need to Know in 2026
In recent years, legislative changes have expanded how 529 plans can be used—making them more flexible and relevant for a wider range of education and financial planning needs.
April 10, 2026
Please join us in congratulating Glenn, who earlier this week passed his Series 7 exam!
As a result, he now holds a General Securities Representative registration from FINRA.
We applaud Glenn for the hard work he put into his studying and are so proud of his achievement!
April 01, 2026
Understanding Trump Accounts: The New Way to Save for Kids
Trump Accounts are a historic new savings tool created under the One Big Beautiful Bill to offer the next generation a jump start on saving. Here’s how they work.
March 03, 2026
Retirement Planning for Women
Women often face unique and complex circumstances when it comes to finance and investing. Here’s how to navigate them and take control of your financial future.
February 02, 2026
How You Can Leave More to Your Heirs, Minimize Taxes
Did you know that repositioning some of your investments may be a tax-efficient way to leave a larger financial legacy?
January 30, 2026
Final Countdown
Our Investment Strategy Group reviews the latest Federal Reserve meeting and what to expect for future Fed policy.
January 28, 2026
The McNamara Investment Group is excited to announce that we are now on Instagram!
Not only can you follow us for the latest updates from our team, we feel this will be a great resource for us to stay up-to-date on the daily lives of our clients, friends and family. Search "themcnamarainvestmentgroup" and follow us today - we'll be sure to return the favor.
January 13, 2026
Ratcheting Up the Attacks
Our Investment Strategy Group discusses key takeaways from the latest Federal Reserve meeting and what it means for investors.
