News and Commentary
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
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 04, 2024
Investment Themes for the Next Decade
Looking back at history, the investment markets have never been more accessible than they are right now.
For reference, in its earliest days the New York Stock Exchange had about 40 members, trading 30 stocks, in person only.
Fast forward to the present where anyone with a smartphone can open an account and make trades in five minutes or less.
While increased market access is no doubt a positive, it's not without negatives.
In my opinion, the biggest of which has become the inability for many to understand the difference between trading and investing.
Trading = "I'm going to put some money there and see what happens".
Investing = "I'm going to make a significant allocation to this sector/business/asset because I believe in its potential for growth over the next market cycle of 5-7+ years. And here's why..."
I wanted to share this report from Janney's Investment Strategy Group because it's written for, and full of great ideas for, investors.
It reviews the major investment trends that will influence the economy and markets in the coming years, including advancements in artificial intelligence, the impact of aging demographics on health care, and shifts toward clean energy.
Long term strategy > short term tactics
Enjoy the read!
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
April Investment Perspectives
In this issue we discuss opportunities in the Eurozone, understanding the sensitivity to volatility, and the record-breaking stock market performance.
Maximize Long-Term Care Benefits Using an Existing Annuity
Gain valuable tax benefits by replacing an unneeded annuity with a new one that offers long-term care coverage.
Tips for Leveraging 529 Education Savings Plans
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.