June 01, 2023
Are You Incorporating Secure Act 2.0 Provisions into Your Financial Plan?
The Secure Act 2.0 has several provisions designed to help you save for retirement whether you’re near retirement or just starting your first job. Read more about these changes and how they could benefit you.
May 30, 2023
How Janney Provides Simplicity and Security for Your Finances
In light of continued financial uncertainty, it’s natural to have heightened interest or concern around the security of your assets. Read more about the specific protections Janney has in place for your account.
May 23, 2023
Janney Improves Client Experience with Enhancements to its Secure Client Portal
We recently made enhancements to Online Access, Janney's secure client portal, based on extensive research and client feedback. The increased functionality provides simpler access to more information and tools to help clients manage their financial life.
May 17, 2023
FDIC Insurance: How It Protects Your Cash & How to Increase Coverage
In the rare case of a bank collapse, FDIC insurance helps safeguard the money you deposit into your accounts. Learn more about how the insurance works, what accounts are covered, and how to increase your coverage.
May 16, 2023
The Changing Landscape of 529 Plans
Over the last few years, a number of policy changes have impacted 529 plans. Learn more about these changes and the implications for 529 plan owners and beneficiaries.
May 15, 2023
Using Life Insurance as a Retirement Planning Tool
Cash value life insurance can offer both financial security and a tax-deferred way to accumulate additional funds for retirement that can work similarly to a Roth IRA. Read more and learn if this strategy could be right for you.
May 09, 2023
The Janney Bethlehem Office was thrilled to participate in the Lehigh Valley Chamber's 2nd Annual Brush Up our Veterans! It took about 60 hours of teamwork to clean and paint the exterior of a local veteran's home. It was an incredible and humbling experience to help someone who served our country, and the homeowners were extremely grateful.
May 09, 2023
U.S. Dollar’s Long-Term Prospects as the Global Reserve Currency
Despite recent concerns, our Investment Strategy Group details why the U.S. dollar will remain the global reserve currency.
May 02, 2023
Portfolio Construction
Our Investment Strategy Group reviews the importance of constructing a balanced portfolio and how to tailor it to your specific investment needs. Read more.
May 01, 2023
FDIC Insurance: How It Protects Your Cash & How to Increase Coverage
Are you concerned about bank failures? This article explains how FDIC insurance helps safeguard your money, and how you can potentially increase that coverage.
April 27, 2023
Home Improvement Credits Under the Inflation Reduction Act
The Inflation Reduction Act has provided several tax opportunities if you plan to purchase an electric vehicle or make energy-efficient home improvements. Read more for an overview of these opportunities.
April 18, 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.
April 11, 2023
An Annuity Income Strategy During Volatile Markets
An annuity income strategy, where appropriate, can be a valuable component of a financial plan. Read this article to learn how these strategies could help reduce the level of risk in a portfolio and assist in stabilizing a future retirement income stream.
April 06, 2023
Strength & Stability | Janney Montgomery Scott
Be confident the firm you choose today will be the same one you work with tomorrow. Learn more about Janney’s pillars of stability and our legacy of more than 190 years.
April 04, 2023
Murky Path Forward
In this article, our Investment Strategy Group discusses the Federal Reserve's decision to raise interest rates by 25 basis points and what to expect with future interest rate decisions.
April 03, 2023
Anticipating a large tax bill?
Janney’s margin lending program may help you finance your tax bill without having to sell assets or deplete cash.
