News and Commentary
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
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 14, 2024
Planning Strategies for Remaining 529 Balances
Another week, another graduation themed article! Did you save more in your 529 plan for college than your child needed? There are more options than before for overachievers who saved more than they needed for education costs. Two specific strategies you can use to optimize your remaining balance are discussed in the article below. If you or someone you care about is faced with these choices, let's connect to discuss which options might be best for your unique financial situation.
May 07, 2024
The Family Conversation on College Planning
You've probably notice graduation season is upon us! Education is the gift of a lifetime. It is also an important financial conversation that families should have when it comes to financial planning. For many of our clients, both parents and grandparents, we dive deep into education planning as part of our holistic and unique financial planning process. This article shares some helpful tips to guide those conversations, from establishing goals to choosing a college. If education is important to you, let's connect to see how it fits into your family's financial plan!
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
In this issue we discuss reduced pessimism toward European equities, real yields, and whether an S&P 500 high is still ahead.
Gain valuable tax benefits by replacing an unneeded annuity with a new one that offers long-term care coverage.
You’re proud of the children in your life. And understandably, you may want to reward them with one of the best gifts you can give — supporting their education.