The McCollum Group

The McCollum Group Committed to making a powerful difference in the lives of our clients and their families.

Register today for Janney’s upcoming Mid-Year Market Update. During this virtual discussion, Janney’s Investment Strateg...
06/04/2026

Register today for Janney’s upcoming Mid-Year Market Update. During this virtual discussion, Janney’s Investment Strategy Group will share timely perspectives on the forces shaping today’s market environment and what to watch in the months ahead. Don’t miss it! Register here: https://bit.ly/4dZreBN

Recent updates are reshaping how families can use and benefit from 529 plans. With expanded uses and added flexibility, ...
05/28/2026

Recent updates are reshaping how families can use and benefit from 529 plans.

With expanded uses and added flexibility, understanding these changes can help families make more informed decisions about saving for future education expenses.
Read the full article here: https://bit.ly/4uBntJX

Real yields can provide useful context when evaluating fixed income markets, especially as investors continue to assess ...
05/27/2026

Real yields can provide useful context when evaluating fixed income markets, especially as investors continue to assess inflation, interest rates, and portfolio positioning.

In Janney’s 2026 update, Guy LeBas revisits Janney Investment Strategy Group's Real Yields model and explains how it can help frame the outlook for bond market returns. Read the full report.

Two years ago, we introduced our Real Yields model of forward returns in the US bond markets. As of mid-May 2026, following an unexpected spike in interest rates, modeled returns projections are now at their highest point in more than two years.

Register today for Janney’s upcoming Mid-Year Market Update. During this virtual discussion, Janney’s Investment Strateg...
05/26/2026

Register today for Janney’s upcoming Mid-Year Market Update. During this virtual discussion, Janney’s Investment Strategy Group will share timely perspectives on the forces shaping today’s market environment and what to watch in the months ahead. Don’t miss it! Register here: https://bit.ly/3PJaSoM

On this Memorial Day, we honor the heroes who made the ultimate sacrifice for our country, remembering their bravery and...
05/25/2026

On this Memorial Day, we honor the heroes who made the ultimate sacrifice for our country, remembering their bravery and commitment to our freedom.

As we reach the midpoint of the year, markets continue to evolve—and so do the factors shaping what comes next. Join Jan...
05/18/2026

As we reach the midpoint of the year, markets continue to evolve—and so do the factors shaping what comes next. Join Janney’s Investment Strategy Group for a live virtual discussion focused on the current market environment, key themes to watch, and considerations for the months ahead. Register here: https://bit.ly/4dwDg5o

05/14/2026

Saving for college is an important step. Understanding how to use those funds is equally important.

This article highlights key considerations for evaluating college savings withdrawals, including tax implications, financial aid considerations, and withdrawal timing. Learn more: https://bit.ly/4wk4Mf4

#529

05/11/2026

This month, our Investment Strategy Group explores the challenges facing today’s housing market, the potential impact of leadership changes at the Federal Reserve, and the key themes investors should be watching as markets navigate the month ahead.

Read the May report here: https://bit.ly/4wmnnXN

Wishing a happy Mother’s Day to all the wonderful moms and mother figures who inspire us with their love, strength, and ...
05/10/2026

Wishing a happy Mother’s Day to all the wonderful moms and mother figures who inspire us with their love, strength, and dedication.

Address

2 Morrocroft Centre, 4064 Colony Road, Suite 450
Charlotte, NC
28211

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

Telephone

+17043674524

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