Jim Newman of Janney Montgomery Scott LLC

05/14/2026

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/48Ve4nW

04/14/2026

Retirement income planning starts with asking the right questions. From understanding what you own and how it’s taxed to thinking through future income needs, a thoughtful approach can help support more informed planning.

Click here to learn more: https://bit.ly/4vz0kJe

03/05/2026

The best plans start with a complete view. My Net Worth helps bring your finances together—so our conversations can focus on what matters most to you. Let’s .

03/02/2026

Markets are digesting a fast-moving escalation in Iran, with the near-term focus on energy—especially the Strait of Hormuz and oil supply risk. Our Investment Strategy Group outlines what to watch and why volatility may persist.

Given the fluidity of the situation, more updates will be forthcoming such as better assessments of what is occurring and how financial markets are responding and how they may react to the inevitable shifts in the conflict.

01/27/2026

Want a clearer roadmap for the year ahead? This month-by-month financial planning calendar helps you stay organized with taxes, retirement planning, Medicare decisions, and year-end strategies throughout 2026.

Click the link to view the full 2026 planning calendar and start mapping out your year.

Financial planning works best when it is ongoing, not one-and-done. The Plan for More™ 2026 Financial Planning Calendar is a month-by-month guide designed to help you stay organized and make confident decisions throughout the year. Inside, you will find timely prompts and planning reminders for ma...

01/08/2026

A little preparation can go a long way during tax season. Learn five simple steps you can take ahead of time to help make filing your tax return less stressful: https://bit.ly/3LhMhp5

12/30/2025

2026 Key Tax Numbers are here. View a comprehensive snapshot of essential 2026 tax reference numbers by visiting the link below:

https://bit.ly/3YdGS5j

12/04/2025

The best time to start saving? Yesterday. The second-best time? Today.

Starting early and saving often lets compound interest work its magic, turning small contributions into big results over time. Discover why time is your greatest financial ally: https://bit.ly/3MDWRH2

10/23/2025

This month, our Investment Strategy Group weighs Tech’s staying power, unpacks the rise of private credit, and analyzes what lies ahead for the stock market.

Read the full report here: https://bit.ly/3LokEdq

10/02/2025

Despite the government shutdown, our Investment Strategy Group maintains a constructive outlook on the economy and markets, encouraging investors to stay focused on long-term goals.

Click the link to read the latest report.

We recommend that investors stay the course as our fundamental view remains constructive on the economy and financial market, with an expectation that the political impasse that has forced this shut down will be resolved without significant impairment to either.