Eliot Latchaw of Janney Montgomery Scott LLC

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/466bt8D

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/4wRQ7HO

08/03/2026

Following the Federal Reserve’s decision to hold interest rates steady, our Investment Strategy Group examines what limited guidance and ongoing policy reviews could mean for monetary policy and the markets.

Any big changes in the Fed’s approach will have to wait for the various policy “task forces” to issue findings.

07/17/2026

Join us on Thursday, July 30 at 12:00 p.m. ET for a 30-minute PlanWise webinar featuring Brad Arnold, Esquire, Partner at Limestone Pension Associates.

We'll cover:
✔️ Remaining SECURE 2.0 action items
✔️ The next document restatement cycle
✔️ Strategies to get more value from your retirement plan administrator

Register today!

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07/13/2026

Our Investment Strategy Group's latest Investment Perspectives explores consumer resilience, AI's evolving impact on credit markets, and what investors may want to watch as we move through the second half of 2026.

Read the July report here: https://bit.ly/4yoOAui

06/24/2026

If you weren’t able to join us live for our Mid-Year Market Update, you can still access the full conversation at your convenience with our recently released replay. https://bit.ly/4esdPnt

06/24/2026

Following the Federal Reserve’s decision to hold overnight interest rates steady, our Investment Strategy Group explores what Chair Kevin Warsh’s first FOMC meeting could mean for inflation trends, monetary policy, and the market outlook.

06/17/2026

Summer is a good time for plan sponsors to revisit key fiduciary responsibilities, from investment reviews and fee assessments to timely deposits and documentation. Use this quick checklist to help keep your retirement plan review process on track.

06/15/2026

In its 2026 Mid-Year Update, Janney’s Investment Strategy Group shares its outlook for the economy, equity and fixed-income markets, and key investment implications for the remainder of the year.

Read here: https://bit.ly/4eHcY2a