News and Commentary

Melissa G. Garrett, CFP®, CDFA®, AIF®, AWMA® named chairperson of Janney's Women FA Advisory Board

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Melissa G. Garrett, CFP®, CDFA®, AIF®, AWMA® named Chairperson of Janney's newly formed Women Financial Advisor Advisory Board.

Melissa takes on important leadership role, championing the advancement and empowerment of women in the financial industry.

Recent Updates

Stay up-to-date and in-the know about every aspect of your financial picture.

February 02, 2026

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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 02, 2026

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Seize Opportunities to Maximize Your Retirement Savings

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.

December 01, 2025

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A Family Conversation on Estate Planning

Having a conversation regarding your estate plan can help ensure that everyone involved in the eventual management and settlement of your estate understands your wishes.

Research & Insights

Access our latest research and insights covering market news, financial planning topics, and more.

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January Investment Perspectives

In this issue we look at AI and its impact on productivity, how executive policy drove the market in 2025, and the January effect and stock market seasonality.

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Outlook 2026 offers the Janney Investment Strategy Group’s baseline prognostications for the economy, the equity and fixed-income markets, their evolution, and investment implications in the New Year.

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5 Simple Steps to Prepare for Tax Filing

Filing your tax returns can be less stressful when you take a few steps before it’s time to complete your tax forms.