April 11, 2024
Window of Opportunity: Leveraging the Estate and Gift Tax Exemption
Consider the planning strategies outlined in this article to take advantage of the current estate and gift tax exemption before its sunset at the end of 2025.
April 03, 2024
Investment Themes for the Next Decade
In this report, our Investment Strategy Group reviews the major investment trends that will influence the economy and markets in the coming years, including advancements in artificial intelligence, the impact of aging demographics on health care, and shifts toward clean energy.
March 13, 2024
Simple Safeguards: How to Protect Yourself from Identity Theft and Cybercrime.
Janney has once again invited retired FBI Special Agent, Jeff Lanza to present his popular webinar on how to protect yourself from the latest trends in identity theft and cybercrime. You won’t want to miss this valuable program!
Featuring Jeff Lanza, Retired FBI Special Agent
March 01, 2024
Consider a Backdoor Roth if You Make Too Much to Contribute to a Roth IRA
If your income is too high for a Roth IRA, consider this backdoor strategy, which allows you to convert from a traditional IRA to a Roth—despite IRS-imposed income limits.
February 26, 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 07, 2024
A Family Conversation on Estate Planning
Involving family members in your estate planning can help avoid surprises, lead to better financial planning, and help develop a long-lasting family legacy. Read more on how to get started:
February 07, 2024
Encouraging Consumer Resiliency and Falling Inflation
In its weekly update, our Investment Strategy Group breaks down the latest market and economic news.
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
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 23, 2024
Recent Indicators Remain Consistent With Economic and Profit Growth
Our Investment Strategy Group analyzes what you need to know about the latest market and economic news. Read more.
January 11, 2024
Cash Balance Plans: An Overview
Should your business consider offering a cash balance retirement plan? In this one pager, learn about the potential for accelerated retirement savings and significant tax benefits.
January 08, 2024
We Remain Encouraged by the Stock Rally Despite Poor Start to the Year
In this article, our Investment Strategy Group provides an overview of the latest market and economic news.
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 18, 2023
Stock Market Strength Broadens As Fed Signals an End to Rate Hikes
Our Investment Strategy Group analyzes what you need to know about the latest market and economic news. Read more.
December 13, 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 04, 2023
Discover the Emotional and Fiscal Benefits of Philanthropy
There are many options for charitable giving, from direct contributions of cash and property, to donor-advised funds, foundations, and charitable trusts. Read more about your options.
December 01, 2023
9 Considerations for 2023 Year-End Tax Planning
Find time for your financial health during your holiday plans by considering the year-end estate and tax planning strategies highlighted in this article.
November 30, 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