May 30, 2025
Preparing to fund your child's education? Whether you're a parent or grandparent, it's crucial to plan ahead.
Explore this checklist for smart strategies.
Read more: https://www.janney.com/wealth-management/education/all-education/detail/education/2025/02/05/funding-the-cost-of-college-checklist
May 29, 2025
Our Investment Strategy Group analyzes what you need to know about the latest market and economic news.
Read here: https://www.janney.com/wealth-management/education/market-commentary/detail/insights/2025/05/15/reduced-trade-uncertainty-mitigates-recession-risk
May 28, 2025
Maximize your college savings with a 529 plan! Discover tips for making the most of this tax-advantaged account to help fund your child’s education.
Read more: https://www.janney.com/wealth-management/education/all-education/detail/education/2024/03/11/tips-for-leveraging-529-college-savings-plans
May 21, 2025
Janney's Mid-Year Market Update
What’s next for the economy and markets? Join our exclusive virtual presentation where Janney’s Investment Strategy Group shares its views on the economy and markets, inflation, monetary and fiscal policy, and what it all means for your portfolio strategy.
May 15, 2025
May Investment Perspectives
In this edition of Investment Perspectives, our Investment Strategy Group explores key recession indicators, examines April's bond market volatility, and analyzes how earnings reports compare to market performance during the President's first 100 days.
May 15, 2025
IRS Limits on Retirement Plan Benefits
If you sponsor a 401(k) plan, here is a helpful guide that includes 2025 contribution and compensation limits, including the new special catch-up contribution.
May 14, 2025
Caught in the Eddies
Our Investment Strategy Group discusses key takeaways from the latest Federal Reserve meeting and what it means for investors.
May 13, 2025
Planning to sell your business? Start preparing early to ensure a smooth and profitable transition.
Check out these key steps to get your company ready.
Read more: https://www.janney.com/wealth-management/education/all-education/detail/education/2025/02/28/getting-your-company-ready-for-sale
May 01, 2025
Leveraging Annuities During Market Uncertainty
Annuities can be a powerful tool for securing your investments—offering asset protection, tax deferral, guaranteed income, and peace of mind. Read this article to learn more.
April 29, 2025
The Washington Update with Jeff Bush
Our exclusive virtual event will highlight: How election outcomes influence policy directions and investor sentiment. The budget debate and how it shapes legislative priorities and influences market trends. Expected changes from the expiration of the Tax Cuts and Jobs Act and implications for individuals and businesses, and a look at the U.S.-China relationship and its impact on key industries and investment strategies.
April 22, 2025
Protect Yourself From Scams Targeting Retirees
Retirees are prime targets for scammers. Learn how to safeguard your or your loved one’s finances in this article: https://www.janney.com/wealth-management/education/all-education/detail/education/2024/10/11/protect-yourself-from-scams-targeting-retirees
#FraudPrevention #ScamAwareness #ProtectYourself #Janney
April 17, 2025
Secure 2.0 Act: What Plan Sponsors Need to Know Now
The SECURE 2.0 Act is bringing key changes that will impact retirement plan design and participant savings strategies in 2025. Here’s what you need to know to prepare.
April 16, 2025
April Investment Perspectives
In this edition of Investment Perspectives, our Investment Strategy Group looks at opportunities in European stocks, surprising moves from foreign central banks, and the impact of April's earnings expectations on stock prices. Read here: https://www.janney.com/wealth-management/education/market-commentary/detail/insights/2025/04/09/april-investment-perspectives
April 15, 2025
Remaining Disciplined During Market Downturns
Market downturns can shake your confidence, but discipline is your greatest ally. Find out how staying focused on your long-term goals can turn volatility into opportunity.
#MarketVolatility #Investing #WealthManagement #Janney
April 10, 2025
In this article, our Investment Strategy Group discusses the latest tariff announcement, the subsequent market volatility, and recommended strategies for navigating the current environment. Read here: https://www.janney.com/wealth-management/education/market-commentary/detail/insights/2025/04/03/reaction-to--liberation-day
April 09, 2025
Stocks Struggle to Digest Aggressive Tariff Announcement
Learn more about the latest market and economic news in our Investment Strategy Group’s weekly update.
April 08, 2025
Generation Z: Different Values, Behaviors, and Perspectives
Generation Z is bringing fresh perspectives to the financial world. Learn how their values and behaviors are shaping their approach to money and what it means for their financial future.
#GenZ #FinancialPlanning #Investing #Janney
April 04, 2025
Strategies to Navigate Market Volatility
Given the current market conditions and uncertainty, investors should focus on what they can control. For useful strategies, read more here: https://www.janney.com/wealth-management/education/all-education/detail/education/2024/08/08/three-strategies-to-navigate-market-volatility
