Philip Blumel, CFP

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/4due0wV

#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/4uENHuH

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

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/4n0a62Z

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/4chbta0

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/3Q54qbI

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/3PSFpAp

03/31/2026

Register now for our next PlanWise webinar, The Annual Policy Pulse, featuring Lance Schoening, Director of Policy-Government Relations at Principal Financial Group®️.

Lance will cover critical updates on SECURE 2.0 Act provisions taking effect in 2026 and how recent elections could influence future retirement legislation. You won’t want to miss this! Click the link to register now.

Simple, modern video meetings for everyone on the world's most popular and trusted collaboration platform.

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/4rXbx35