News and Commentary
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
November 04, 2026
Rethinking Charitable Giving: How Donor-Advised Funds Can Enhance Your Strategy
Looking for a more flexible approach to charitable giving? Donor-advised funds can help align your philanthropic goals with your broader financial planning strategy. Read the article to learn more about how donor-advised funds work and their potential benefits.
October 28, 2026
The Benefits of Transferring Wealth During Your Lifetime
Building a legacy doesn’t always have to wait.
Giving during your lifetime may provide an opportunity to support loved ones when it matters most, start meaningful conversations, and experience the impact of your generosity firsthand.
#EstatePlanning #LegacyPlanning #Janney
October 22, 2026
1031 Exchanges: What Real Estate Investors Should Know
Real estate investors considering the sale of an investment property may want to understand how a 1031 exchange works and the requirements involved. Explore key considerations, including important timelines, qualifying properties, and potential tax implications.
Janney News
Janney CEO Featured in Barron’s
In this Q&A, Tony Miller discusses the firm's focus on wealth management and how we're investing for the future.
Janney Continues Recruiting Momentum, Adding $3.5 Billion in Assets in Q1
The firm’s strongest first-quarter recruiting results in a decade.
Janney Adds 33 Experienced Financial Advisors in 2025
Adds over $6.5 billion in client assets to Private Client Group.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
October Investment Perspectives
In this issue, we explore the yen “carry trade” strategy, the rate-hike cycle, and why October may be less scary than it seems.
The Changing Medicare Landscape: Why it Matters to Your Retirement Plan
Medicare is more than a health care decision. With several cost and coverage changes taking effect in 2026, reviewing your Medicare choices can help keep your retirement plan aligned with your income needs, health care priorities, and life goals.
AI-Enabled Scams Are Becoming Harder to Detect. Here’s How to Protect Yourself.
AI scams are becoming more sophisticated and harder to identify. Knowing the warning signs can help you slow down, verify what you are seeing or hearing, and better protect your personal information and financial accounts.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
