November 28, 2023
9 Considerations for 2023 Year-End Tax Planning
As the year draws to a close, it's important to consider tax planning strategies to minimize your tax burden and maximize your savings. Here are a few key considerations:
- Explore Roth conversions to take advantage of lower tax rates.
- Take your required minimum distributions (RMDs) from retirement accounts.
- Consider charitable giving to avoid capital gains tax and claim a tax deduction.
- Make qualified charitable distributions (QCDs) directly from your IRA to a qualifying charity.
- Keep tabs on proposed tax legislation and update your estate plan accordingly.
Read this article for additional strategies to consider before the beginning of 2024.
November 20, 2023
Long-Term Care: Impact on Family Caregivers
The physical, financial, and emotional strain of assisting a loved one with social or health needs can have substantial impact on the caregiver. In this article, learn how long-term care planning can help.
November 03, 2023
Importance of Productivity
Our Investment Strategy Group discusses why productivity is critical for economic growth, including its impact on major sectors of the economy and the resulting investment implications.
November 02, 2023
Navigating your Medicare Options
Do you have questions about your Medicare eligibility and coverage, as well as how to best navigate your options? Read this overview to help best address your needs.
November 01, 2023
Make Long-Term Care a Part of Your Financial Plan
It’s Long-Term Care Awareness Month—are you prepared to handle the costs of a long-term care event in your retirement years? This article can help you plan for them.
November 01, 2023
Retirement Plans for the Self-Employed: Choosing the Right Plan for You
If you are self-employed with no employees, establishing a retirement plan for your business may sound like a daunting process. However, there are a variety of retirement savings plan options available. Learn more.
October 25, 2023
Healthy Economic Readings Resulting in Significant Upward Growth Revisions
Our Investment Strategy Group analyzes what you need to know about the latest market and economic news. Read more.
October 19, 2023
October Investment Perspectives
In this edition of Investment Perspectives, our Investment Strategy Group discusses its current economic outlook, how interest rates provide signals regarding economic conditions, and why technical factors may increase equity exposure in October.
October 18, 2023
Growing chance U.S. economy is entering a nascent productivity boom: Janney Montgomery Scott's Lebas
Janney’s Chief Fixed Income Strategist recently appeared on CNBC to discuss what investors should know about inflation, interest rates, and fixed income investment strategies. Watch here.
October 17, 2023
Which Programs Should You Consider To Cover Health Care Costs?
As you prepare for retirement, you should review and understand the various options to cover your health care costs and needs. Learn more about several options:
October 11, 2023
Guy LeBas discusses the bond market and economic news
Our Chief Fixed Income Strategist Guy LeBas recently joined CNBC to discuss rising Treasury yields, interest rates, and fixed income investment strategies. Watch here.
October 10, 2023
Reposition Assets For Tax-Efficient Wealth Transfer
If you’re close to or in retirement and asking yourself how to best pass your wealth on to your heirs, repositioning some of your investments may be a tax-efficient way to leave a larger financial legacy.
October 04, 2023
The Changing Landscape of 529 Plans
In recent years, there have been numerous policy changes related to 529 plans. Learn more about these changes and the implications for 529 plan owners and beneficiaries.
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).
October 03, 2023
Saving for Retirement? Now There’s More Time to Make Catch-Up Contributions
The IRS has extended a provision allowing eligible participants to make pre- and after-tax retirement plan catch-up contributions in 2024 and 2025— regardless of their income level. Learn more.
September 28, 2023
September Investment Perspectives
In this edition of Investment Perspectives, our Investment Strategy Group takes a look at BRICS+ and potential investment opportunities, determines if bond market supply matters, and discusses the latest market news.
September 27, 2023
A Holding Pattern
Our Investment Strategy Group discusses the Federal Reserve's decision to leave interest rates unchanged and what it means for investors.
September 26, 2023
Can You Benefit From a Qualified Personal Residence Trust?
A Qualified Personal Residence Trust (QPRT) is an estate planning tool that allows you to remove the value of your residence from your estate while retaining the right to occupy the residence for a period of time, often reducing tax exposure. Learn more:
