October 03, 2023
Saving for Retirement? Now There’s More Time to Make Catch-Up Contributions
Eligible Americans saving for retirement can continue catch-up contributions on pretax basis through 2025, under a change recently issued by the Internal Revenue Service (IRS).
September 27, 2023
Janney is committed to helping our people grow. Currently in its eighth cohort, our FA Development Program helps foster the next generation of successful financial advisors. Participants learn and grow alongside their peers to understand what it takes to run a successful practice. How could your practice grow with the right support?
September 16, 2023
Tax & Estate Planning Virtual Seminar
Whether it’s the possibility of tax laws changing soon or recent updates impacting inherited retirement accounts, there’s a lot to consider when it comes to tax and estate planning. Join us for this exclusive virtual seminar where we will explore what to do before the 2017 Tax Cuts and Jobs Act sunsets, estate & gift planning strategies, charitable gifting, and income tax planning opportunities, as well as new provisions in Secure Act & Secure Act 2.0, types of beneficiaries and the new 10-year payout, using trusts as beneficiaries, and incorporating Secure Act & Secure Act 2.0 within your financial plan.
September 12, 2023
Hear Jon Decker's Story: How a change in culture led him to join Janney
Hear from Jon Decker, Branch Manager and Financial Advisor in Janney’s new St. Petersburg, Florida, office, explain how the culture and vision of his prior firm changed and why he chose Janney.
September 05, 2023
Evaluating Your College Savings Withdrawal Strategy
If you have a high school senior who will be attending college next year, you’ll need to start withdrawing from your college savings account(s).
August 30, 2023
At Janney, we foster an environment where the advisor and client relationship comes first. Our success is validated in an AON client and advisor experience survey where Janney and our advisors were rated Best in Class in numerous categories.
August 10, 2023
Janney Earns Great Place to Work Certification for Second Consecutive Year
It’s official! Janney has earned the Great Place to Work certification for the second consecutive year. This prestigious honor is based entirely on what current employees say about their experience working at Janney. Congrats Team Janney.
August 08, 2023
Today, I want to recognize Ryan Bates, Financial Advisor from our Columbus office of Janney Montgomery Scott. Ryan joined us in 2021 as an intern. After graduating from Bowling Green State University, Ryan joined May Wealth Management full time as a Financial Advisor and is currently participating in Janney’s Financial Advisor Development Program. As we look to the Financial Advisors of the future to grow and develop to serve current and next generation clients, I am proud to have a Financial Advisor like Ryan who brings a fresh perspective to the well-being of his clients while being mentored by his Team members and other seasoned professionals at Janney.
August 02, 2023
Window of Opportunity: Leveraging the Estate and Gift Tax Exemption
In anticipation of a significant decrease of the estate and gift tax exemption limit, here are strategies to help leverage this opportunity through tax-efficient wealth transfer.
July 19, 2023
Meet Financial Advisor Joseph Chornyak of Janney’s Columbus North office. Joseph attended the Ohio State University, holds the Certified Financial Planner TM (CFP®️) professional designation, and has over 40 years of experience in the financial planning field. Joe is an accomplished Financial Advisor, having been recognized as a top investment advisor by Barron’s, a Best-in-State Wealth Advisor by Forbes, a Top 400 Financial Advisor by Financial Times, and recognized by Advisor Hub as one of the 100 Advisors to Watch over $1Billion AUM. He is also on the Board of Trustees for the Foundation for Financial Planning. We’re proud that Joseph chose Janney and privileged to be able to support such a successful team.
July 10, 2023
Today, I want to recognize Bradley Kastan, Senior Vice President/Wealth Management, Financial Advisor from our Columbus office of Janney Montgomery Scott. Brad was formerly associated with Raymond James. Brad and his team, Parkview Capital Advisors, joined Janney almost a year ago and quickly became valued members of our office. With more than 30 years of experience in financial services, Brad excels at providing the highest level of service to his clients. Brad has earned the well-deserved recognition from Financial Times as a Top 400 Financial Advisor in 2015 and 2016.Brad was appointed to The Ohio State University Board of Trustees by Governor Mike DeWine earlier this year. I am proud to have a dedicated Financial Advisor like him as part of the team.
July 03, 2023
What to Do Before the TCJA Provisions Sunset
The Tax Cuts and Jobs Act of 2017 is currently scheduled to sunset at the end of 2025, meaning significant changes are on the horizon for taxpayers. This article provides strategies to help mitigate the potential tax risks.
June 26, 2023
The Washington Update
An overview of the political environment, prospective legislation, and strategies for investment and retirement planning. Congress passed a spate of legislation last year, including SECURE Act 2.0, which extends the “ROTHification” of retirement savings in the United States. Learn about the many opportunities and changes for retirement savers and retirees during our exclusive virtual seminar. Political and financial correspondent Jeff Bush will provide a nonpartisan, comprehensive overview of the political environment, prospective legislation, and strategies for investment and retirement planning to help you stay on track toward your financial goals.
May 18, 2023
Janney’s Mid-Year Market Update
What’s next for the economy and markets? Inflation has cooled but the Federal Reserve remains guarded – and those forces are causing volatility in the financial markets, as sentiment is whipsawed from bull to bear. Join our exclusive virtual seminar where Janney’s Investment Strategy Group shares their views on the current state, their outlook for the future, 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
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 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.
March 14, 2023
5 Common Investment Tax Filing Errors
As you file for your 2022 taxes, keep in mind the more common tax filing errors highlighted in this article, along with things you can do to avoid them.