Ivybridge Wealth Advisors of Janney Montgomery Scott LLC

Ivybridge Wealth Advisors of Janney Montgomery Scott LLC Janney Montgomery Scott LLC (“Janney”) is a Registered Investment Advisor, Broker Dealer and a member of FINRA, NYSE, and SIPC. residents only.

At Ivybridge Wealth Advisors, our mission is to help you to define your financial objectives, and then use that knowledge to develop — together — a plan that is tailored to fit your unique needs and preferences, and is in your best interest. No information posted on this site should be construed as a recommendation by Janney or any of its affiliates as an offer to sell or solicitation to buy any s

ecurities or as personalized investment advice. Our page and updates are intended for U.S. For information about how Janney may use the information you provide, please visit http://www.janney.com/privacy-policy. For more information about Janney, please see Janney's Relationship Summary (Form CRS) on www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.

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/3QIqV6T

06/08/2026

This month, our Investment Strategy Group explores what’s next for the Strait of Hormuz, key considerations for bond investors, and the New York Stock Exchange’s 234-year history.

Read the June report here: https://bit.ly/3Qqjdy8

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/43NUUgB

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/4a8DNJS

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/4uh4wfk

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/4woitJS

The Federal Reserve held interest rates steady at its latest meeting, signaling a cautious approach amid ongoing economi...
05/04/2026

The Federal Reserve held interest rates steady at its latest meeting, signaling a cautious approach amid ongoing economic crosscurrents.

Our Investment Strategy Group highlights key themes shaping the outlook, including the leadership transition at the Fed, uncertainty around energy-driven inflation, and what these dynamics could mean for markets and investors moving forward.

Yielding to decades of precedent, the Fed has held that it should not react to swings in commodity prices but rather wait until evidence emerges one way or the other that broader price levels are rising. Unsurprisingly, language in the April FOMC statement emphasized the uncertain nature of energy p...

04/13/2026

This month, our Investment Strategy Group looks at how geopolitical tensions are shaping oil markets, highlights opportunities across emerging markets, and emphasizes the importance of maintaining a long-term investment perspective.

Read the April report here: https://bit.ly/4dK1nj0

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