May 08, 2024
We’re proud to honor the history, heritage, and contributions of Asian American and Pacific Islanders (AAPI), as we celebrate this year’s theme of “Advancing Leaders Through Innovation.”
May 07, 2024
The global economic activity is picking up in Europe and China, says Janney's Mark Luschini
Janney’s Chief Investment Strategist recently appeared on CNBC Power Lunch to discuss the latest market and economic news and where he is seeing investment opportunity in the U.S. and globally.
May 06, 2024
Stubborn Inflation but Healthy Profits Supporting Stocks
Our Investment Strategy Group discusses the latest market and economic news in its weekly update. Read more.
May 02, 2024
Don’t Procrastinate – Establish Your Will
Establishing a will is an important estate planning consideration. Here are some steps to help you establish or complete this valuable document.
May 02, 2024
Higher-ish for a Little Longer-ish
Our Investment Strategy Group reviews the Federal Reserve’s decision hold interest rates unchanged at their recent meeting. Read more about the decision and what it means for the market and interest rates.
May 01, 2024
Planning Strategies for Remaining 529 Balances
Did you know that if you saved more for college than you needed, new changes to 529 plans allow for unused or leftover savings to be rolled into the beneficiary’s Roth IRA?
April 18, 2024
3 Tax-Planning Considerations Ahead of Next Year's TCJA Sunset
The Tax Cuts and Jobs Act of 2017 is scheduled to sunset at the end of 2025, meaning significant changes could be on the horizon for taxpayers. Learn about some things to consider and strategies to help mitigate the potential tax risks.
April 18, 2024
A Healthy Labor Market but Stubbornly High Inflation
Learn more about the latest market and economic news in our Investment Strategy Group’s weekly update.
April 18, 2024
3 Tax-Planning Considerations Ahead of Next Year's TCJA Sunset
The Tax Cuts and Jobs Act of 2017 is scheduled to sunset at the end of 2025, meaning significant changes could be on the horizon for taxpayers. Learn about some things to consider and strategies to help mitigate the potential tax risks.
April 11, 2024
Finding Some Zen in a Garden of Volatility
Our Investment Strategy Group discusses the latest trends and updates in the fixed income market through the first quarter of 2024 and what it means for investors.
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 08, 2024
An Encouraging Manufacturing Signal but Sticky Inflation
Our Investment Strategy Group analyzes what you need to know about the latest market and economic news. Read more.
April 08, 2024
Maximize Long-Term Care Benefits Using an Existing Annuity
An often-overlooked provision of the Pension Protection Act allows you to gain valuable tax benefits by replacing an unneeded annuity with one that offers long-term care coverage. Several benefits can include:
- Tax-deferred growth
- New features/better rates
- Legacy planning
Learn more about annuity exchanges and if this solution would fit your situation:
April 08, 2024
Reposition Assets for Tax-Efficient Wealth Transfer
If you’re close to or in retirement, repositioning some of your investments may be a tax-efficient way to leave a larger financial legacy. Here are some ideas to consider.
April 04, 2024
Spring Rain Delay
Federal Reserve policymakers held interest rates unchanged at their recent meeting and have ruled out the necessity of further tightening barring any tail risk to inflation. Read more from our Investment Strategy Group and expectations for the market.
April 04, 2024
Investment Themes for the Next Decade
In this report, our Investment Strategy Group 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.