News and Commentary
Two for Twenty Podcast
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.
Episode 18 - Money by the Decade
Listen in to this quarter's podcast with Scott Phelan and Kevin Myers as they discuss your money and investments by the decade.
Episode 17 - Understanding Insurance
Listen in to this quarter's podcast with Scott Phelan and Todd Shambo with State Farm as they discuss insurance.
Monday Morning Outlook
Stocks See Troubles Brewing - March 30, 2026
Read this week's Monday Morning Outlook provided by First Trust.
It's a Topsy Turvy World - March 23, 2026
Read this week's Monday Morning Outlook provided by First Trust.
War, Oil, and Recession - March 16, 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.
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.
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.
