News and Commentary
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
February 13, 2025
A Skip, Not a Pause
Our Investment Strategy Group reviews the latest FOMC decision and what’s next for interest rates. Read more.
February 11, 2025
Making a Charitable Gift? Consider a QCD
Looking to make a charitable gift while maximizing tax benefits? A Qualified Charitable Distribution (QCD) could help you donate tax-free while satisfying your Required Minimum Distribution (RMD). Learn how this strategy can work for you.
February 05, 2025
Assessing the Credit and Economic Impact of the Los Angeles Fires
Janney’s municipal credit team has prepared an analysis of the credit and economic impacts of the wildfires in Los Angeles County. The report covers property tax challenges, municipal bond issuers, credit assessments, insurance implications, and key takeaways. Learn more.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Optimizing Tax Strategy and Charitable Giving with a Donor-Advised Fund
When developing a charitable giving strategy, there are a number of approaches and solutions to consider, depending on your unique circumstances. Let’s take a look at one option that may be worth considering—a Donor-Advised Fund (DAF).
Document Vault Checklist
Keep your financial, household, and personal documents in one safe place. This free feature is available to all Janney clients who are registered users of Online Access.
Estate Planning for Procrastinators
Sometimes a serious illness or health scare prompts people to take a hard look at their estate planning. Frequently, this is when the desire to minimize the impact of estate/inheritance taxes becomes a priority.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
