May 28, 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 18, 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 01, 2023
FDIC Insurance: How It Protects Your Cash & How to Increase Coverage
Are you concerned about bank failures? This article explains how FDIC insurance helps safeguard your money, and how you can potentially increase that coverage.
April 03, 2023
Anticipating a large tax bill?
Janney’s margin lending program may help you finance your tax bill without having to sell assets or deplete cash.
April 03, 2023
The Power of Feeling Your Best: Rest. Eat. Move.
What does “feeling your BEST” look like? Let’s find out! Join our exclusive webinar where Chris Johnson, CEO and Founder of On Target Living®️, will highlight three simple but powerful principles of health: Rest. Eat. Move. Learn how to overcome limiting beliefs and supercharge your life with step-by-step guidance toward better overall health through a combination of scientific research, real-life cases, and uniquely human stories.
March 31, 2023
Strength & Stability | Janney Montgomery Scott
Be confident the firm you choose today will be the same one you work with tomorrow. Learn more about Janney’s pillars of stability and our legacy of more than 190 years.
March 14, 2023
5 Common Investment Tax Filing Errors
As you file for your 2022 taxes, keep in mind the more common tax filing errors highlighted in this article, along with things you can do to avoid them.
February 01, 2023
What You Need to Know about the Secure Act 2.0
Outlined here are highlights of the new SECURE Act 2.0 that may impact you—both now and in the years to come.
January 24, 2023
Tax Information & Forms
https://www.janney.com/wealth-management/client-resources/tax-information-forms?utm_source=Exchange&utm_medium=Email&utm_campaign=Tax_Planning
January 11, 2023
Simple Safeguards from Cybercrime
In an increasingly digital world, it’s more important than ever to take precautions and be aware of how to stay safe from identity theft and cybercrime. Join our exclusive webinar to hear from Jeff Lanza, retired FBI Special Agent, where he’ll cover simple, valuable tips on how to protect your identity and computer, and be aware of potential scams.
January 03, 2023
Outlook 2023
Outlook 2023 offers the Janney Investment Strategy Group’s baseline forecasts for the economy and equity and fixed income markets in the coming year.
December 08, 2022
Make Long-Term Care a Part of Your Financial Plan
It is important that long-term care be addressed as part of your financial plan so you’re prepared for what life may bring.
December 08, 2022
9 Considerations for 2022 Year End Tax Planning
In addition to the continued challenges brought on by inflation and rising prices, 2022 also saw new tax laws as well as proposed additional anticipated changes in 2023. This article examines what you should be aware of as you begin to prepare for 2022 year-end tax planning.
December 08, 2022
4 Tips for Navigating Market Volatility
Market volatility is inevitable, but that doesn’t mean it isn’t concerning at times. Let’s explore some important tips and insights that may help you navigate market volatility in a smart and strategic way.
November 14, 2022
Life Happens: Adapting Your Estate Plan For Life Events
Life events such as marriage, the birth or adoption of a child, and increased wealth may require adjustments to your estate plan. Join us to learn about the current estate tax environment, different types of trusts, when to use them, and more.
October 20, 2022
Recently members of the Janney Midatlantic Chapter of Womens Interactive Network (MACWIN) volunteered with Art With A Heart. We enjoyed helping to create pieces of Art that will benefit areas of Baltimore County, Baltimore City and local Community Centers. Working with mosaics, ceramics and more, we explored our creative sides!
Art with a Heart believes in the power of art to enrich lives, bridge divides, and forge the leaders of tomorrow.
October 11, 2022
Market Update
Join us for an update on current market levels – including equities, interest rates, commodities, and currencies – as well as technical trends heading into year’s end and the start of 2023. Janney’s Dan Wantrobski, Technical Strategist and Associate Director of Research, will also cover U.S. demographic trends and liquidity concerns, plus sector highlights.
Featuring: Dan Wantrobski | Technical Strategist and Associate Director of Research
Capital Markets Group, Janney Montgomery Scott
