September 03, 2024
Using Life Insurance as a Retirement Planning Tool
Cash value life insurance can offer you both financial security and a tax-deferred way to accumulate additional funds for retirement that can work similarly to a Roth IRA.
August 19, 2024
529 Plans: A Tax-Efficient Way to Fund Your Grandchildren’s Education
There are several advantages to using 529 Plans to help fund a grandchild’s education, including:
- Contributions are treated as gifts, which removes assets from your estate, providing potential tax benefits.
- Allows for tax-deferred growth as all earnings are withdrawn tax-free when used for permitted education purposes.
- You maintain control of the assets, unlike other types of gifts, as funds can only be used according to the will and direction of the account holder.
Read more about these advantages and other considerations when using 529 plans to help fund education for the next generation and see if this solution is right for you.
August 19, 2024
Three Strategies to Navigate Market Volatility
The best time to adopt new investing strategies is rarely in the middle of market volatility. However, it is a great time to review your financial plan and uncover any opportunities or benefits. Here are three actions to take during a volatile market.
August 13, 2024
Status and Investment Implications of Infrastructure, Clean Energy, and Semiconductor Spending Acts
Our Investment Strategy Group breaks down the economic and investment implications of recent major government spending initiatives on infrastructure, clean energy and semiconductor technology.
August 13, 2024
This econ. climate should be 'fertile for stocks': Strategist
Janney’s Chief Investment Strategist recently appeared on Yahoo Finance TV to provide insight into the market volatility last week and what to expect in the weeks ahead.
July 25, 2024
We’re excited to announce that KKR investment funds and our parent company, The Penn Mutual Life Insurance Company, have signed a definitive agreement under which KKR investment funds will acquire Janney Montgomery Scott.
“We are excited to enter this next chapter in our nearly 200-year history with a new value-added strategic partner. KKR has demonstrated they value our client- and advisor-centric culture and share our deep conviction in the tremendous opportunities ahead for our business,” said Tony Miller, President at Janney. “We look forward to working with KKR to invest further in our growth and enable our talented team to further improve the advice and services we offer our clients.”
Read more: https://bit.ly/4cTVLiD
July 12, 2024
July Investment Perspectives
In the latest edition of Investment Perspectives, our Investment Strategy Group examines the price of gold, reviews the recent concerns around liquidity, and provides expectations for stocks over the next several months.
July 08, 2024
Are You Incorporating Secure Act 2.0 Provisions into Your Financial Plan?
The SECURE Act 2.0 has numerous provisions designed to help individuals save for retirement that are either in place now or will become effective in the coming years. Learn more about the most important changes and how they could help you save for retirement more effectively.
July 08, 2024
12 Benefits of Swimming: Weight Loss, Health, and More
Did you know an hour of swimming burns almost as many calories as running? Read more about the benefits of this low-impact, full-body physical activity.
June 29, 2024
The Seven Smartest Ways to Pay for College
Are you looking to save for your children’s college education? Here are seven strategies you can consider to help pay for college.
June 29, 2024
Determine How Life Insurance Fits in Your Financial Plan
When it comes to life insurance, do you have more questions than answers? If so, use this checklist to determine if you need it and, if you do, what solution best fits your needs.
June 29, 2024
Outlook 2024: Mid-Year Update
In its Mid-Year Update, Janney’s Investment Strategy Group provides insights and expectations for the economy, equity and fixed income markets, and investment implications for the rest of 2024.
June 23, 2024
Supporting Your Vision for the Future
Do you have a vision for your practice but lack the necessary support? At Janney, we provide Financial Advisors with the resources and support they need to grow their practice. Hear from Financial Advisor Peter Sargent on how Janney supported his vision for growing his team and expanding their footprint.
June 22, 2024
Business Surveys Consistent With Further Economic Growth
In its weekly update, our Investment Strategy Group breaks down the latest market and economic news.
June 03, 2024
The Family Conversation on College Planning
The topic of college planning is one of the most important conversations you can have as a family. This article can help you start one.
May 31, 2024
Brett Riggi Joins Janney as Chief Operating Officer
We're excited to announce Brett Riggi as Janney’s Chief Operating Officer. He will become a member of the firm’s Executive Leadership Team and assume oversight of Janney's technology, data and insights, and firm operations. Brett joins Janney from UBS where he was most recently Head of Trading, Advisory, Wealth Planning, and Performance Reporting Technology for Wealth Management USA.
