News and Commentary

This month, our Investment Strategy Group explores the challenges facing today’s housing market, the potential impact of leadership changes at the Federal Reserve, and the key themes investors should be watching as markets navigate the month ahead.

Running a business can make it difficult to focus on your broader financial picture. A comprehensive approach that aligns personal and business wealth can support more informed decisions over time.

Lou Holtz asked one question every day - What’s Important Now? (W.I.N) As a linebacker at Notre Dame, I thought that was about football. Get off the ball. Make the tackle. Win the rep in front of you. Thirty years later, I use it every single day as a financial advisor — and it might be the most important framework I bring to a client relationship. Because here’s the truth most advisors won’t tell you: Markets can be noisy. Headlines can be scary. There will be a reasons to wait, panic, or do nothing. W.I.N. cuts through all of it. When I sit down with a family, I’m not asking “what did the market do last week?” or “what might happen in 2027?” I’m asking: → What does this family need right now? → What does this portfolio need to do today? → What’s the one disciplined move that moves the needle? That’s it. Lou didn’t build champions by thinking about the championship. He built them one rep, one decision, one moment of discipline at a time. Wealth is no different. Built Not Born™️ isn’t a slogan. It’s a process. And the process starts with one question. What’s important now? Wesley Pritchett | Janney Montgomery Scott NIL Certified | Former NFL linebacker | Notre Dame ’88 National Champion For important information about Janney and your best interests, see www.janney.com/crs