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.
January 22, 2026
Grateful for the opportunity to hear Ben Nemtin, co-founder of The Buried Life, speak at our Janney Elite 2026 Conference in Philadelphia. Ben’s message around purpose and resilience when paired with action can change not just individual lives, but the lives of those around us. His perspective reinforced how important it is to help clients connect their financial plans to what truly matters most to them.
Inspired to bring this mindset back to my work: helping clients move beyond numbers and toward clarity, confidence, and lives well lived.
#JanneyElite #ClientFirst #PurposeDrivenPlanning #Inspiration
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.
