December 20, 2024
Soaring Business Optimism Consistent With Further Healthy Growth
In this article, our Investment Strategy Group provides an overview of the latest market and economic news.
December 17, 2024
Optimizing Tax Strategy and Charitable Giving With a Donor Advised Fund
Whether you’re planning for a large gift, supporting multiple charities, or growing funds for future giving, a Donor-Advised Fund (DAF) offers beneficial flexibility and tax advantages. Learn more.
December 17, 2024
Janney’s 2025 Market Outlook
What can we expect for the economy and markets in 2025? Join our exclusive virtual presentation where Janney’s Investment Strategy Group shares their views on what you should know about the markets’ potential impact on your portfolio strategy.
December 17, 2024
December Investment Perspectives
Read the current issue of Investment Perspectives from our Investment Strategy Group for insights on post-election investment opportunities, tax-loss harvesting strategies, and the latest market and economic news.
December 11, 2024
Discover the Emotional and Fiscal Benefits of Philanthropy
Are you looking to make a lasting impact through charitable giving? Explore flexible strategies like donor-advised funds and trusts that align with your values and goals. Read more.
December 11, 2024
Stock Market Record Highs Supported by Broad Participation
Learn more about the latest market and economic news in our Investment Strategy Group’s weekly update.
December 05, 2024
Healthy Economy and Stock Market As We Enter Holiday Season
Our Investment Strategy Group discusses the latest market and economic news in its weekly update. Read more.
December 05, 2024
Giving the Gift of an Education to Your Next Generation
Giving the gift of education is one of the most impactful ways to support a loved one’s future. A 529 savings plan, with its tax benefits and flexibility, offers a smart way to contribute to their success while creating lasting opportunities.
November 20, 2024
529 Plans: A Tax-Efficient Way to Fund Your Grandchildren’s Education
Did you know that under the new FAFSA rules, withdrawals from 529 plans owned by grandparents no longer count against a student's overall federal aid eligibility? Read more about how 529 plans may benefit your grandchildren.
November 20, 2024
November Investment Perspectives (Special Election Edition)
Read the latest Investment Perspectives from our Investment Strategy Group for an in-depth look at the election’s economic impact. Explore how the results could shape economic policies, market outlook, and whether recent gains signal a lasting trend.
November 18, 2024
We Remain Optimistic on the Economy and Stocks Post-Election
Our Investment Strategy Group analyzes what you need to know about the latest market and economic news. Read more.
November 12, 2024
A Glidepath
Our Investment Strategy Group reviews the Federal Reserve’s decision to cut interest rates for the second consecutive time. Read more about what it means for the market and investors.
November 12, 2024
Clean Energy Investment Implications
Our Investment Strategy Group examines how the shift toward clean energy is shaping economic activity and the long-term investment implications.
November 12, 2024
8 Reasons to Give to a Donor-Advised Fund vs. Directly to a Charity
Discover how donor-advised funds can offer flexible, tax-efficient ways to support your favorite charities, and why a DAF offers several benefits over direct donations. Learn more.
November 08, 2024
Investment Implications of Presidential Election Results
Our Investment Strategy Group explores the potential investment implications of the election results and the importance of focusing on long-term investment goals.
November 04, 2024
Healthy Economic Growth Bodes Well for Profits and Stocks
Learn more about the latest market and economic news in our Investment Strategy Group’s weekly update.
