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
A Tale of Two Migrations - February 9, 2026
Read this week's Monday Morning Outlook provided by First Trust.
Will Kevin Warsh Fix the Fed? - February 2, 2026
Read this week's Monday Morning Outlook provided by First Trust.
No Rate Cut Wednesday - January 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.
February 02, 2026
How You Can Leave More to Your Heirs, Minimize Taxes
Did you know that repositioning some of your investments may be a tax-efficient way to leave a larger financial legacy?
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.
