The Morris Jerkovich Wealth Advisory Group of Janney Montgomery Scott LLC.

09/17/2026

The Federal Reserve raised overnight interest rates by 0.25%, marking the first major policy action under Chair Kevin Warsh.

Read the full commentary from Janney’s Investment Strategy Group as they examine the Fed’s incremental approach, the outlook for additional rate hikes, and what it could mean for longer-term interest rates.

Kevin Warsh’s FOMC took their first major policy action by raising the target for overnight interest rates by 0.25% to a range of 3.75%-4.00%.

09/15/2026

With a new school year underway, it’s a good reminder of how quickly milestones can arrive.

Whether college is a few years away or further down the road, education costs can be an important part of a family’s broader financial picture. Reach out if you’d like to discuss how education planning fits into your financial goals.

09/14/2026

What could influence markets as we head into the final months of the year? Our latest Investment Perspectives shares timely insights from Janney’s Investment Strategy Group on the economic, fixed income, and market trends investors are watching.

Read the September report here: https://bit.ly/4iZZUYf

09/10/2026

It’s National 401(k) Day—a good time to check in on your retirement savings. Review your contribution rate, employer match, investments, and beneficiaries. A few minutes today can help keep your long-term goals on track.

For employers, a well-designed retirement plan can also help support employees’ financial futures. Janney Financial Advisors can help businesses evaluate and manage plans aligned with their organization’s needs.

09/07/2026

Today, we honor the hard work and dedication of every worker who shapes our economy and community—happy Labor Day!

08/27/2026

If leaving a legacy is one of your long-term financial goals, how you use retirement assets you don’t need for current income can be an important part of the planning process.

Learn about IRA Maximization and how this strategy may help address tax considerations for certain individuals and their heirs: https://bit.ly/4zHFg56

08/18/2026

Self-employed? Choosing the right retirement plan can be an important part of building your financial future—and there are several options to consider.

Explore the differences between SEP IRAs, Solo 401(k)s, and Cash Balance Plans to help determine which approach may align with your business and retirement goals: https://bit.ly/3S0paCR

08/13/2026

Managing your finances should be simple and secure. With eDelivery, you can access important account documents online as soon as they're available, including statements, trade confirmations, tax forms, and more.

Watch this short video to learn how to enroll in eDelivery: https://bit.ly/4i7D0O8

08/11/2026

Missed our recent PlanWise webinar? No problem—click the link to watch the full recording and explore the insights shared during the session.

08/10/2026

What could shape the next move in markets? Our latest Investment Perspectives shares timely insights from Janney's Investment Strategy Group on the trends influencing investors today.

Read the August report here: https://bit.ly/45jCIw8