March 10, 2025

The Trump Tariff Salvos Begin
Our Investment Strategy Group analyzes recent tariff proposals and their potential impact on the economy.
March 10, 2025

Another great team joins Janney. I’m excited to welcome Duggan Faires Investment Partners, a three-person team formerly with Truist, to our growing Atlanta office. Learn more about the team and their decision to join Janney. Read more: https://www.janney.com/meet-janney/corporate-news/all-news/detail/corporate-news/2025/03/06/duggan-faires-investment-partners-joins-janney-in-atlanta
February 16, 2025

February Investment Perspectives
Read the latest Investment Perspectives from our Investment Strategy Group, offering insights on key market trends, issues facing the fixed income market, and economic themes shaping 2025.
February 03, 2025

Outlook 2025
When you understand what’s expected for the economy and markets in the coming year, you can better develop a long-term investment strategy. Read our Outlook here.
January 16, 2025

Estate Planning for Procrastinators
Not sure where to begin with estate planning or feeling a bit behind? Explore this article for practical tips and strategies to help reduce estate and inheritance taxes.
January 16, 2025

Maximize the Value of Your Business with Insights from an Investment Banker
Whether you are considering a sale in the near term or just beginning to put a plan in place, you should focus on maximizing the value of your company. An investment banker can help.
In this webinar, join members of the Janney Investment Banking team, leaders in middle-market advisory and financing solutions, to learn how a collaborative approach, in-depth industry knowledge, and sector expertise can produce positive results tailored to your needs.
January 16, 2025

Financial Planning: Helping You See the Big Picture
Financial planning helps you prioritize and achieve your goals by providing a clear roadmap tailored to your needs. Discover how a comprehensive financial plan can guide your financial future with needed advice and personalized strategies.
January 03, 2025

Outlook 2025
In its Outlook 2025 special report, Janney’s Investment Strategy Group shares expectations for the economy, equity and fixed-income markets, and the investment implications for the year ahead. Read more.
January 01, 2025

As we enter 2025 and start a new chapter, we hope your year is filled with joy and success.
December 02, 2024

529 Plans: A Tax-Efficient Way to Fund Your Grandchildren’s Education
Did you know that under the new FAFSA rules, withdrawals from 529 plans owned by grandparents no longer count against a student's overall federal aid eligibility? Read more about how 529 plans may benefit your grandchildren.
November 27, 2024

Wishing you joy and warmth on this special day, as we reflect on our blessings and share gratitude.
November 26, 2024

Clean Energy Investment Implications
Our Investment Strategy Group examines how the shift toward clean energy is shaping economic activity and the long-term investment implications.
November 14, 2024

Janney adds $1.1B with ex-Kestra, LPL, and RayJay teams
Recently, we welcomed eight Financial Advisors to Janney from Kestra, LPL, and Raymond James, bringing more than $1 billion in assets collectively. Their decision highlights Janney as a destination of choice for advisors seeking flexible capabilities, an advisor-centric culture, and the autonomy to run their practice—with personalized support for both them and their clients. Read more: https://www.investmentnews.com/broker-dealers/janney-adds-11b-with-ex-kestra-lpl-and-rayjay-teams/258018
October 29, 2024

Summary of Candidate Economic & Fiscal Plans
Our Investment Strategy Group reviews the 2024 presidential candidates' economic and fiscal plans and their potential impact on the economy.
October 28, 2024

Estate Planning for Procrastinators
Are you considering the growth of your estate over time? Even with withdrawals for retirement income, your total estate value could potentially be pushed over the projected exemption amounts. Click here to learn more about estate planning:
October 24, 2024

October Investment Perspectives
Read the latest Investment Perspectives from our Investment Strategy Group. Learn about China’s latest economic activity, potential changes to tax exemptions and their impact on munis, and the role of earnings expectations in driving stock prices.
October 24, 2024

Janney recently hosted our annual Women Advisors Forum in Philadelphia, bringing together an inspiring group of top advisors, industry leaders, and colleagues. We're proud to provide this platform to foster connections, share valuable insights, and support the continued growth and success of our women advisors.
October 18, 2024

Using Life Insurance as a Retirement Planning Tool
If you've already maximized your traditional retirement contributions and are looking for additional ways to save, cash-value life insurance can provide financial security and a tax-deferred opportunity to grow your savings.
Read more to see if this strategy could be a good fit for you