March 28, 2024
As we celebrate Easter, wishing you a day filled with joy, renewal, and the warmth of loved ones.
March 20, 2024
As we commemorate Women's History Month, we’re proud to honor the invaluable contributions of women to our society. Join us as we celebrate and commit to building a future where every woman can thrive.
March 18, 2024
Window of Opportunity: Leveraging the Estate and Gift Tax Exemption
The estate and gift tax exemption limit is currently at a historic high but due to “sunset” on December 31, 2025. Read more about some strategies and considerations to take advantage of this unique opportunity.
March 18, 2024
Simple steps to prepare for tax filing
When it’s time to complete your tax forms, review this checklist with steps to help ensure a stress-free tax filing experience and also to help maximize your tax planning.
February 17, 2024
Happy Presidents' Day! May the dedication of the leaders who shaped our nation inspire us all.
February 13, 2024
2023 was another successful year at Janney! Watch this video to learn about some of our firm results and initiatives and how we’ve worked to meet the needs of our clients, people, and communities. Thank you to our clients and team for another rewarding year.
February 01, 2024
Tax Information & Forms
Be sure to check out our 2023 Client Tax Resources for updated mailing schedules, resources, and tax forms as you prepare for upcoming tax deadlines.
January 29, 2024
Consumer Sentiment and Business Surveys Support a Positive Outlook
Learn more about the latest market and economic news in our Investment Strategy Group’s weekly update.
January 29, 2024
This 'nirvanic state' of soft-landing, better than expected earnings is 'healthy' for equity prices: Mark Luschini | Fox Business Video
Janney’s Chief Investment Strategist recently appeared on Fox Business to provide his assessment of Q4 earnings, the Federal Reserve's management of rate cuts, and the economy overall.
January 22, 2024
January Investment Perspectives
In the latest edition of Investment Perspectives, our Investment Strategy Group discusses the latest market and economic trends including:
- The continued pursuit of a soft landing in 2024
- Anticipation of an extension of 2023 conditions for bond markets
- How December’s strong market performance will impact results in the new year
Read more:
January 22, 2024
Forbes Recognizes 60 Janney Teams as Best-in-State Wealth Management Teams
Congratulations to the record number of Janney teams named Best-in-State Wealth Management Teams by Forbes. The firm’s boutique culture, financial stability and comprehensive platform enable our advisors to do what they do best - serve the needs of their clients.
January 09, 2024
Estate Planning for Procrastinators
Are you behind or not sure where to start with estate planning? Check out this article for some tips and a few ideas that may help reduce estate and inheritance taxes.
January 09, 2024
Janney Closes Acquisition of Middle Market Investment Bank TM Capital
We’re pleased to announce the closing of our acquisition of TM Capital, a premier middle market investment bank specializing in M&A advisory. The acquisition continues the growth of our Capital Markets Group and makes Janney one of the largest investment banks in Atlanta.
January 03, 2024
Outlook 2024
Outlook 2024 offers the Janney Investment Strategy Group’s baseline forecasts for the economy and equity and fixed income markets in the coming year.
December 27, 2023
Janney's 2024 Market Outlook
The Federal Reserve has made significant progress in bringing down inflation while maintaining growth in the U.S. economy. Can it continue in 2024? Join our exclusive virtual presentation where Janney’s Investment Strategy Group shares their views on the current state, their outlook for the coming year, 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
December 23, 2023
Tax-Smart Charitable Gifting Strategies
Did you know you can save on taxes while supporting your favorite charities and causes? Learn more about several tax-smart strategies when giving charitable gifts.
December 23, 2023
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.