Scott Singer of Janney Montgomery Scott LLC

Learn more about the latest market and economic news in our Investment Strategy Group’s weekly update: https://bit.ly/4x4SqHt

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/4vw8u3E

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Our Investment Strategy Group breaks down the latest market and economic developments in this week's update. Read more here: https://bit.ly/4wualH1

Fall is the season to boost retirement savings!

A Cash Balance plan allows self-employed and small business owners to contribute well beyond 401k limits and substantially reduce taxable income.

Learn more and contact us for an illustration: https://bit.ly/3RpvGT8

In an article published in Kiplinger, our Head of Wealth Planning shares five tax-saving strategies that can help you keep more of what you've earned.

From planning around required minimum distributions to evaluating Roth conversion opportunities, the article highlights practical ways to improve tax efficiency, preserve wealth, and strengthen your long-term financial legacy.

5 Tax-Saving Strategies for a Better Retirement, From a Financial Planner Americans are working for more companies across their lifetime — and for far longer. That can lead to greater tax liabilities you'll need to plan for.

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.

New Fed Same As the Old Fed Data since the Federal Reserve last met has been largely positive on economic growth and expectedly warm on inflation.

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/4v84ne3

Planning for the legacy you want to leave may involve more than simply naming beneficiaries. Explore how annuity maximization may fit into your broader wealth transfer goals: https://bit.ly/4xsZ37h