March 21, 2023
Window of Opportunity: Leveraging the Estate and Gift Tax Exemption
The estate and gift tax exemption limit is currently at a historic high. Read more about some strategies and considerations for a tax-efficient wealth transfer and how they can play a role in your financial plan.
March 20, 2023
A 25 bps hike seems most likely at next Fed meeting, says Janney Montgomery Scott's Mark Luschini
Janney’s Chief Investment Strategist recently joined CNBC Power Lunch to share his thoughtful long-term perspective amid market volatility and what to expect from the Fed at next week’s meeting.
March 17, 2023
March Investment Perspectives
In this edition of Investment Perspectives, our Investment Strategy Group discusses conflicting economic information, changing bond market conditions, and factors impacting stocks going forward.
March 16, 2023
Banking Turmoil Underscores Impact of Rate Hikes
Our Investment Strategy Group discusses the impact Fed policy has had on the banking sector and what to expect going forward.
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.
March 14, 2023
Credit Card Spending and Your Financial Plan
Used responsibly and strategically, credit cards can help manage your finances, assist with short-term cash flow needs, and facilitate the building of stronger credit. Read more about how to effectively use credit cards.
March 14, 2023
Margin Loans at Janney
A margin loan allows you to borrow against the value of securities you already own to gain access to liquidity for a variety of needs—both investment and non-investment. Read more about the benefits and risks of margin loans.
March 14, 2023
Thoughts on Recent Volatility and Economic Releases
In this article, our Investment Strategy Group provides an overview of the latest market and economic news.
March 14, 2023
Six Janney Financial Advisors Named Barron’s Top 1,200 State by State Advisors
Congratulations to the six Janney Financial Advisors recognized as Top 1,200 State by State Advisors by Barron’s. These advisors represent the best of our industry, exemplify Janney’s values, and we’re honored to have them as a part of our firm.
March 01, 2023
Protect Yourself From Scams Targeting Retirees
Fraud targeting the collection of personal data for identity theft is increasingly common. Review a list of the most common scams and ways to protect yourself from fraudsters.
February 27, 2023
Financial Planning: Helping You See the Big Picture
Do you picture yourself owning a new home, starting a business, or retiring comfortably? Read more about the importance of financial planning and how it can help you achieve your unique goals.
February 11, 2023
How Do Small-Cap Stocks Fit Into My Investment Mix?
Our Investment Strategy Group discusses the role risk tolerance and investment time horizon have when making small-cap investments as part of your overall portfolio diversification.
February 10, 2023
Labor Market Strength Lowers Probability of Recession
In this article, our Investment Strategy Group provides an overview of the latest market and economic news.
February 09, 2023
Slower Growth but Lower Inflation and Still-Healthy Labor Market
In this article, our Investment Strategy Group provides an overview of the latest market and economic news.
February 09, 2023
Forbes Recognizes 51 Janney Teams as Best-in-State Wealth Management Teams
Congratulations to the 51 Janney teams recognized as Best-in-State Wealth Management Teams by Forbes. These teams represent the best of our industry and we're proud to have them at Janney.
February 09, 2023
Financial Planning Recognizes Four Janney Financial Advisors on its Top 40 Advisors Under 40 Lists
Congratulations to the four Janney Financial Advisors named to Financial Planning's Top 40 Advisors Under 40 lists. They represent the future of our industry, and we are proud to have them at Janney.
February 09, 2023
Forbes Names 10 Janney Financial Advisors as Best-in-State Women Wealth Advisors
Congratulations to the 10 Janney Financial Advisors recognized as Best-In-State Women Wealth Advisors by Forbes. We're proud to have a record number of advisors recognized for their commitment to exceeding client expectations.
