May 15, 2024
Janney's 2024 Mid-Year Market Update
What’s next for the economy and markets?
Join our exclusive virtual presentation where Janney’s Investment Strategy Group shares its views on the economy and markets, its outlook for the remainder of 2024, and what you should know about the potential impact on your portfolio strategy.
Featuring: Janney’s Investment Strategy Group
May 13, 2024
May Investment Perspectives
In the latest edition of Investment Perspectives, our Investment Strategy Group discusses optimism for European markets, the importance of real yields in the fixed income market, and market expectations for the months ahead.
May 13, 2024
Using Real Yields to Position Fixed Income Portfolios
Our Investment Strategy Group explains the importance of real yields to help you better position and strengthen your fixed income investments. Learn more about real yields and their significance in current market conditions.
May 08, 2024
The global economic activity is picking up in Europe and China, says Janney's Mark Luschini
Janney’s Chief Investment Strategist recently appeared on CNBC Power Lunch to discuss the latest market and economic news and where he is seeing investment opportunity in the U.S. and globally.
May 07, 2024
Stubborn Inflation but Healthy Profits Supporting Stocks
Our Investment Strategy Group discusses the latest market and economic news in its weekly update. Read more.
May 06, 2024
Higher-ish for a Little Longer-ish
Our Investment Strategy Group reviews the Federal Reserve’s decision hold interest rates unchanged at their recent meeting. Read more about the decision and what it means for the market and interest rates.
May 01, 2024
Planning Strategies for Remaining 529 Balances
Did you know that if you saved more for college than you needed, new changes to 529 plans allow for unused or leftover savings to be rolled into the beneficiary’s Roth IRA?
April 29, 2024
Planning Strategies for Remaining 529 Balances
Did you save more in your 529 plan for college than your child needed? Learn more about two strategies you can use to optimize your remaining balance.
April 26, 2024
Why Financial Planning Is Not a One-Size-Fits-All Model
Discover the advantages of financial planning. Watch this segment on Nasdaq Trade Talks to hear our Head of Wealth Planning share insights on a range of timely topics, including:
- Understanding the importance of financial planning for high-net-worth individuals and families.
- Exploring strategies for effectively managing inheritances or windfalls.
- Discovering the significance of personalized financial plans tailored to your unique circumstances.
- Learning about Janney's commitment to support the next generation of Financial Advisors.
April 25, 2024
April Investment Perspectives
In the latest edition of Investment Perspectives, our Investment Strategy Group discusses what you need to know about economic activity in the Eurozone, declining interest rate volatility, and recent stock market performance.
April 23, 2024
Don’t Procrastinate – Establish Your Will
Establishing a will is an important estate planning consideration. Here are some steps to help you establish or complete this valuable document.
April 23, 2024
Healthy Economic Readings Should Support a Positive Earnings Season
In its weekly update, our Investment Strategy Group breaks down the latest market and economic news.
April 15, 2024
3 Tax-Planning Considerations Ahead of Next Year's TCJA Sunset
The Tax Cuts and Jobs Act of 2017 is scheduled to sunset at the end of 2025, meaning significant changes could be on the horizon for taxpayers. Learn about some things to consider and strategies to help mitigate the potential tax risks.
April 15, 2024
A Healthy Labor Market but Stubbornly High Inflation
Learn more about the latest market and economic news in our Investment Strategy Group’s weekly update.
April 11, 2024
Window of Opportunity: Leveraging the Estate and Gift Tax Exemption
Consider the planning strategies outlined in this article to take advantage of the current estate and gift tax exemption before its sunset at the end of 2025.
April 09, 2024
Finding Some Zen in a Garden of Volatility
Our Investment Strategy Group discusses the latest trends and updates in the fixed income market through the first quarter of 2024 and what it means for investors.