JHG Financial Advisors

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gained 2.62% and the S&P/TSX Composite rose 2.96%, even as softening retail sales kept consumer spending in focus. Back-to-school season adds another data point to that story, with spending expected to reach \$146.8 billion in the U.S. and \$4.5 billion in Canada this year.

Monthly Market Insights | September 2026 The Standard & Poor’s 500 Index advanced 2.62 percent, while the Nasdaq Composite rose 3.93 percent. The Dow Jones Industrial Average lagged, adding 1.34 percent. The S&P/TSX rose 2.96 percent.1,2

What an incredible evening!

JHG Financial was proud to join the Gee Family Foundation in sponsoring the 38th Annual Great Gatsby Gala, benefiting the National Multiple Sclerosis Society.

We were fortunate to have 20 clients, friends and family members join us for an amazing evening—and even better, the event raised nearly half a million dollars to support the fight against MS.

Community involvement has always been an important part of who we are at JHG. After more than three decades in this business, some of the most rewarding moments have very little to do with markets or investments and everything to do with the relationships we’ve built and the communities we’re fortunate enough to be part of.

A great night, a great cause, and a whole lot of Gatsby! 🎩🥂

The “One Big Beautiful Bill Act” brings clarity and opportunity for estate planning.

No sunset yet The “One Big Beautiful Bill Act” brings clarity and opportunity for estate planning

Markets navigated mixed signals in July. Inflation eased, tech faced pressure, and energy surged. Meanwhile, Americans are planning record travel spending in 2026: \$1.37 trillion. What's shaping your household budget this summer?

Monthly Market Insights | August 2026 Stocks were mixed in July as investors navigated a cross-current of news on the outlook for AI spending and Q2 corporate reports.

How to include online services, important documents and digital family mementos in your estate plan

Putting your digital life in order How to include online services, important documents and digital family mementos in your estate plan

These versatile savings accounts are a powerful estate planning vehicle.

529s are more than a college savings tool These versatile savings accounts are a powerful estate planning vehicle.

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic efforts in the Middle East, and strong first-quarter corporate numbers. The S&P 500 rose 14.87%, the Nasdaq gained 21.41%, and the Dow picked up 12.90%, while Canada’s S&P/TSX Composite added 6.37%. Looking ahead, markets may continue to react to Middle East updates, oil prices, inflation trends, and the pace of global commerce through the Strait of Hormuz. From U.S. home price growth to Canadian housing forecasts, this quarter’s by-the-numbers highlights the data behind one of North America’s most closely watched markets.

Quarterly Market Insights | July 2026 Stocks saw solid gains in the second quarter, riding a wave of enthusiasm over upbeat economic reports, ongoing diplomatic efforts in the Middle East, and strong first-quarter corporate numbers.

Equity markets continued their rally through May, extending the S&P 500’s positive return streak to eight weeks in a row

May review: Tech earnings drive markets despite macro uncertainty S&P 500 index extends positive return streak to eight weeks.

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Monthly Market Insights | June 2026 Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East.

Inflation: Is this time different?

Inflation: Is this time different? The strength of Raymond James is reflected in both these ongoing accomplishments and in the consistent recognition we receive from our industry and our peers.