Oak Creek Wealth Advisors of Janney Montgomery Scott

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.

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/4tHjEBS

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/4wk5skC

#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/4nqaCYn

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.

05/04/2026

With the Federal Reserve holding interest rates steady at its latest meeting, our Investment Strategy Group shares perspective on the leadership transition, energy-driven inflation uncertainty, and the implications for markets and investors.

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...

04/30/2026

When planning for retirement, many people focus on what they own in their portfolio. But where those assets are held can matter, too. Asset location is an important part of building a thoughtful retirement strategy. Learn more: https://bit.ly/4efCLil

04/22/2026

Happy Earth Day! Let’s take a moment to appreciate and preserve the natural wonders of our planet.

04/16/2026

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/4vDZ4EI

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/3PXirIx