May 26, 2023
Are You Incorporating Secure Act 2.0 Provisions into Your Financial Plan?
The Secure Act 2.0 has several provisions designed to help you save for retirement whether you’re near retirement or just starting your first job. Read more about these changes and how they could benefit you.
May 25, 2023
Tips for Leveraging 529 Education Savings Plans
May 29 is 529 Day and a perfect time to start planning to fund a child's education. Check out this article for some tips on how to leverage a 529 savings plan to save for college.
May 22, 2023
Janney’s Mid-Year Market Update
What’s next for the economy and markets?
Inflation has cooled but the Federal Reserve remains guarded – and those forces are causing volatility in the financial markets, as sentiment is whipsawed from bull to bear. Join our exclusive virtual seminar where Janney’s Investment Strategy Group shares their views on the current state, their outlook for the future, and what you should know about the economy and markets’ potential impact on your portfolio strategy.
Featuring: Janney’s Investment Strategy Group
Mark Luschini | Chief Investment Strategist
Mike Halloran | Equity Strategist
Guy LeBas | Director Custom Fixed Income Solutions
May 22, 2023
How Janney Provides Simplicity and Security for Your Finances
In light of continued financial uncertainty, it’s natural to have heightened interest or concern around the security of your assets. Read more about the specific protections Janney has in place for your account.
May 21, 2023
Will ORielly Joins Janney as Head of Investment and Wealth Solutions
We’re pleased to announce the addition of Will ORielly as Head of Investment and Wealth Solutions. He will lead a team of professionals who help identify products, services, and technologies that allow our Financial Advisors to effectively address evolving client needs.
May 18, 2023
The Changing Landscape of 529 Plans
Over the last few years, a number of policy changes have impacted 529 plans. Learn more about these changes and the implications for 529 plan owners and beneficiaries.
May 18, 2023
Debt-Ceiling Lessons from 2011
Our Investment Strategy Group analyzes historical data surrounding the debt ceiling and what lessons long-term investors can learn.
May 17, 2023
May Investment Perspectives
In this edition of Investment Perspectives, our Investment Strategy Group discusses the state of the economy, expectations for Fed policy, and the outlook for the stock market.
May 14, 2023
FDIC Insurance: How It Protects Your Cash & How to Increase Coverage
In the rare case of a bank collapse, FDIC insurance helps safeguard the money you deposit into your accounts. Learn more about how the insurance works, what accounts are covered, and how to increase your coverage.
May 12, 2023
Republican Bill Moves Debt-Ceiling Process Forward
Our Investment Strategy Group offers six key points for investors to know after House Republicans passed a debt ceiling bill.
May 11, 2023
Janney Improves Client Experience with Enhancements to its Secure Client Portal
We recently made enhancements to Online Access, Janney's secure client portal, based on extensive research and client feedback. The increased functionality provides simpler access to more information and tools to help clients manage their financial life.
May 10, 2023
Once More into the Breach
Our Investment Strategy Group analyzes the Federal Reserve's decision to raise interest rates for the 10th consecutive time and what it means for investors and future Fed policy.
May 09, 2023
Economic Growth and Stubborn Inflation Justify Higher Interest Rates
In this article, our Investment Strategy Group provides an overview of the latest market and economic news.
May 08, 2023
Markets Enter May as Investors Assess Earnings, Data
Our Investment Strategy Group examines what might be ahead in May for the stock market after assessing earnings and other key data.
May 04, 2023
Estate Planning for Procrastinators
Are you procrastinating on your estate plan? Read this article for tips to get started and a few ideas that may help reduce the tax bill.
May 02, 2023
Using Life Insurance as a Retirement Planning Tool
Cash value life insurance can offer both financial security and a tax-deferred way to accumulate additional funds for retirement that can work similarly to a Roth IRA. Read more and learn if this strategy could be right for you.
