News and Commentary

Two for Twenty Podcast

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Episode 21 - Unlocking Tax Savings: Federal & Georgia Tax Credits for Smart Investors

Listen in to this quarter's 2 for 20 podcast with Scott Phelan and John Carson as they discuss tax savings.

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Episode 20 - From Pre-Approval to Closing: Navigating Today's Real Estate Market

Listen in to this quarter's 2 for 20 podcast with Scott Phelan, Lindsay Dendy, Laura Hughen, and Mark Pago as they discuss today's real estate & mortgage landscape.

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Episode 19 -The Big Beautiful Bill

Listen in to this quarter's podcast with Scott Phelan and CPA Justin Bailey as they discuss the Big Beautiful Bill.

Monday Morning Outlook

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Aftermath of the Blue Tsunami - November 9, 2026

Read this week's Monday Morning Outlook provided by First Trust.

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Recent News on GDP and the Fed - November 2, 2026

Read this week's Monday Morning Outlook provided by First Trust.

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Solid Real GDP Growth in Q3 - October 26, 2026

Read this week's Monday Morning Outlook provided by First Trust.

Recent Updates

Stay up-to-date and in-the know about every aspect of your financial picture.

November 02, 2026

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Long-Term Care Solutions at Janney

Determining a long-term care solution that best fits your needs depends on many factors. Watch our video to learn more.

October 01, 2026

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Preparing Your Children for Inheritance

Conversations that emphasize responsibility can help children view an inheritance as a resource to manage thoughtfully—rather than money they are simply entitled to receive.

August 31, 2026

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9 Considerations for 2026 Year-end Tax Planning

Start year-end tax planning now to review income, gains and losses, retirement distributions, charitable giving, and tax payments—and prepare for 2027.

Research & Insights

Access our latest research and insights covering market news, financial planning topics, and more.

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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.

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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.

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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.