News and Commentary
Edwin's Market Updates

Edwin's April 7, 2025 Market Volatility Update
Edwin provides his commentary on the market action over the last week (3.5 minutes)

2025 Market Outlook Update
Happy New Year! In this latest update, Edwin will discuss three hot topics including a general market and economic overview, the incoming Trump Administration agenda, and market dynamics around fixed income.

2024 Summer Market Update Recording
We hope you are enjoying the summer! Edwin's latest recording includes a stock and bond market update, review of overall market influencers, and the upcoming election and government control history. Please contact us if you have questions or want to discuss this further.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
March 20, 2025

Cybersecurity and AI Best Practices
Join us as Retired FBI Special Agent Jeff Lanza explores the critical topic of cybercrime and AI’s ever-evolving impact. Learn what steps you can take if cybercriminals target you and get essential tips for improving cybersecurity in your daily life. Don’t wait until it’s too late—register today for this important webinar!
February 25, 2025

Did you know an estimated 65 to 80% of a business owner’s net worth is tied to their business?* If you’re approaching retirement age, you need to protect the wealth you have built. Financial planning and business succession planning can help you understand the nexus of your personal net worth, the value of your business, and the exit strategies that will allow you to enjoy the benefits of years of hard work and sacrifice. Join us to hear Janney thought leaders highlight our collaborative approach in addressing the unique needs of business owners. Register here: https://advisor.janney.com/janneyevents/events/financial-strategies-for-business-owners/
*According to estimates from the Exit Planning Institute
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.

Edwin's April 7, 2025 Market Volatility Update
Edwin's comments about the recent market action over the last week (3.5 minutes).

2025 Market Outlook Update
Happy New Year! In this latest update, Edwin will discuss three hot topics including a general market and economic overview, the incoming Trump Administration agenda, and market dynamics around fixed income.

2024 Summer Market Update Recording
We hope you are enjoying the summer! Edwin's latest recording includes a stock and bond market update, review of overall market influencers, and the upcoming election and government control history. Please contact us if you have questions or want to discuss this further.