News and Commentary

Recent Updates

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

March 31, 2026

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The Annual Policy Pulse

Register now for our next PlanWise webinar, The Annual Policy Pulse, featuring Lance Schoening, Director of Policy-Government Relations at Principal Financial Group®️. Lance will cover critical updates on SECURE 2.0 Act provisions taking effect in 2026 and how recent elections could influence future retirement legislation. You won’t want to miss this! Click the link to register now.

March 03, 2026

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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

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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?

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.