Scott Singer of Janney Montgomery Scott LLC

06/15/2026

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

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/4fxZ8jM

06/04/2026

This Immigrant Heritage Month, we honor the contributions of immigrants in shaping the history, culture, and identity of our nation.

06/02/2026

Plan for more aspiration and exhilaration—with a financial strategy designed to support where you are today and where you want to go next. Reach out if you’d like to talk about building a plan that supports your goals: https://bit.ly/4fV9FWa

05/18/2026

Learn more about the latest market and economic news in our Investment Strategy Group’s weekly update.

The S&P 500 and other important indexes remain at or near all-time highs. Stocks are being supported by resilient economic readings and corporate profitability that is exceeding expectations.

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/4wtzKBx

#529

05/12/2026

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/4uKugkh

05/07/2026

Are you confident your retirement plan is meeting its fiduciary responsibilities?
Managing a plan means monitoring investments, evaluating fees, and keeping up with evolving regulations. If you’re unsure about your process, it may be time for a second opinion.

Reach out today!

05/04/2026

May is Military Appreciation Month, a time to honor the courage, dedication, and sacrifices of individuals who have served in our nation’s military. We are grateful for their service and the freedoms it protects.

05/01/2026

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...