February 20, 2026
I’m excited to welcome Warren-Fantano Wealth Management to Janney. Previously with Merrill Lynch, the four-person team manages more than $1 billion in client assets and strengthens our presence in Delaware with the opening of our new Middletown office.
I’m looking forward to seeing them grow with the flexibility, personalized support, and advisor-centric culture at Janney.
If you’re evaluating what’s next for your practice, let’s connect.
https://www.janney.com/meet-janney/corporate-news/all-news/detail/corporate-news/2026/02/20/warren-fantano-wealth-management-joins-janney-in-delaware
February 20, 2026
Beware of These Top Tax Scams When Filing Your Taxes
Tax season is here — and so are scams. Fraudsters often pose as the IRS through emails, phone calls, texts, and even social media messages. Knowing the red flags can help you better safeguard your personal and financial information.
February 10, 2026
I’m excited to welcome Financial Advisor Chip Hoke to Janney in our Lancaster, PA office. Previously with RBC Wealth Management, Chip has more than 40 years of experience providing exceptional client service and oversees over $220 million in client assets. He joins Janney’s Lancaster Wealth Group.
If you’re looking for the right partner for your business and the firm that will help you serve your clients best, let’s talk.
https://www.janney.com/meet-janney/corporate-news/all-news/detail/corporate-news/2026/02/06/financial-advisor-chip-hoke-joins-janney-in-lancaster--pennsylvania
February 10, 2026
February Investment Perspectives
This month, our Investment Strategy Group explores gold’s potential role in portfolios, key drivers shaping the bond market in 2026, and a challenging stretch for the technology sector.
February 06, 2026
Janney's Tax Resource Center
Tax season comes with a lot of paperwork. This quick guide outlines when common tax forms are mailed and what you can expect to find in each one. Explore additional resources in the Janney Tax Resource Center.
February 05, 2026
Discover Generous Tax Credits for Start-Up 401(K) Plans
Thinking about a start-up 401(k)? This article offers an overview of tax credits that may be available to eligible employers. Learn more: https://www.janney.com/wealth-management/education/all-education/detail/education/2025/12/19/discover-generous-new-tax-credits-for-start-up-401(k)-plans
February 02, 2026
I’m excited to welcome Financial Advisor Robert Dunkley to Janney in our Osterville, Massachusetts office from Ameriprise. I’m looking forward to seeing him continue to grow his practice and serve clients.
If you’re looking for the right fit for your business, let’s talk.
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
Recent Event: Janney's 2026 Market Outlook
Missed our recent 2026 Market Outlook? No problem—click the link to watch the full recording and hear our insights on what to expect for the economy and markets in 2026.
January 24, 2026
We Continue to See Many Reasons for a Positive Outlook for Stocks
In this article, our Investment Strategy Group provides an overview of the latest market and economic news.
January 16, 2026
Plan for More™️ in 2026: Your Month-by-Month Financial Planning Calendar
Want a clearer roadmap for the year ahead? This month-by-month financial planning calendar helps you stay organized with taxes, retirement planning, Medicare decisions, and year-end strategies throughout 2026.
Click the link to view the full 2026 planning calendar and start mapping out your year.
#PlanforMore #FinancialWellness #WealthManagement #Janney
January 15, 2026
Long-Term Capital Market Assumptions 2026
In this anticipated report, our Investment Strategy Group updates its 2026 long-term return outlook across major asset classes and model portfolios.
January 14, 2026
January Investment Perspectives
This month, our Investment Strategy Group explores AI’s impact on productivity, how executive policy drove the market in 2025, and the January effect and stock market seasonality.
January 12, 2026
Ratcheting Up the Attacks
Our Investment Strategy Group discusses key takeaways from the latest Federal Reserve meeting and what it means for investors.
January 06, 2026
Venezuelan Regime Change Investment Implications
Our Investment Strategy Group discusses Venezuelan regime change and the geopolitical uncertainty it brings, while market impact remains limited. Read the report to explore potential effects on oil, defense themes, and long-term investment strategies.
