News and Commentary
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
April 01, 2026
Understanding Trump Accounts: The New Way to Save for Kids
Trump Accounts are a historic new savings tool created under the One Big Beautiful Bill to offer the next generation a jump start on saving. Here’s how they work.
March 03, 2026
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 17, 2026
Want to share some news that I am both proud of as a father and excited about for our practice. My son and partner, Jimmy Foley, has graduated from Columbia University’s Master of Professional Studies in Wealth Management program—the only wealth management master’s degree of its kind offered by an Ivy League institution. He completed this rigorous 16-month program while continuing to work alongside me at Janney, and the curriculum is also a CFP®️ Board Registered Program, reflecting the highest standards in our profession.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
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.
Outlook 2026
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.
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.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
