News and Commentary
Video Library
Year-End Virtual Lunch N Learn
Ryan, Mark, and Alex share their essential year-end housekeeping recommendations to help you wrap up the year effectively and start 2026 with confidence.
Now or Next Year? Why 2025 Might Be the Smarter Time to Give
If charitable giving is part of your financial plan, this is a conversation worth having now—before year-end.
Medicare Enrollment When You Already Have Coverage
Hear from Mark Santaniello on whether it is necessary to enroll in Medicare at age 65 if you have health care coverage with your employer.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
December 12, 2025
Out With a Bang, Not a Whimper
Our Investment Strategy Group examines the Federal Reserve’s third consecutive rate cut and what it means for investors.
December 05, 2025
Janney's 2026 Market Outlook
What can we expect for the economy and markets in 2026?
Join our exclusive virtual presentation where Janney’s Investment Strategy Group shares their views on what you should know about the markets’ potential impact on your portfolio strategy.
Featuring: Janney’s Investment Strategy Group | Mark Luschini, Chief Investment Strategist | Guy LeBas, Chief Fixed Income Strategist.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
September Investment Perspectives
In this issue, we explore the possibilities for European equities, inflation dynamics, and September’s cautionary market tone.
Life Insurance: It's Not Just for Income Replacement
If you or your family has significant wealth, you may benefit from leveraging life insurance outside of the traditional approach.
Safeguard Your Legacy: The Importance of Organizing Physical Stock Certificates
Physical stock certificates may seem old-fashioned, but they carry real value and real risks. Taking steps now to organize them can simplify your financial future and protect your legacy.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
