Patitucci Wealth Management Group of Janney Montgomery Scott LLC

05/28/2026

Recent updates are reshaping how families can use and benefit from 529 plans.

With expanded uses and added flexibility, understanding these changes can help families make more informed decisions about saving for future education expenses.
Read the full article here: https://bit.ly/4dKxWeR

05/27/2026

Real yields can provide useful context when evaluating fixed income markets, especially as investors continue to assess inflation, interest rates, and portfolio positioning.

In Janney’s 2026 update, Guy LeBas revisits Janney Investment Strategy Group's Real Yields model and explains how it can help frame the outlook for bond market returns. Read the full report.

Two years ago, we introduced our Real Yields model of forward returns in the US bond markets. As of mid-May 2026, following an unexpected spike in interest rates, modeled returns projections are now at their highest point in more than two years.

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/4d8nFdw

#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/4woIIA1

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/4eewwv7

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/41C5giM

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/3PXzytI

04/07/2026

Our Investment Strategy Group shares key principles designed to help investors stay focused on long-term objectives during periods of market volatility. Read the full report here: https://bit.ly/3OqmFI3

03/26/2026

Retirement planning doesn't have to be complicated. Janney’s Retirement Planning Quick Start is a simple checklist to help you understand where you stand and identify next steps that may strengthen your strategy.

Explore the full checklist here: https://bit.ly/4sKNXaQ