March 23, 2023
Margin Loans at Janney
A margin loan allows you to borrow against the value of securities you already own to gain access to liquidity for a variety of needs—both investment and non-investment. Read more about the benefits and risks of margin loans.
March 22, 2023
A 25 bps hike seems most likely at next Fed meeting, says Janney Montgomery Scott's Mark Luschini
Janney’s Chief Investment Strategist recently joined CNBC Power Lunch to share his thoughtful long-term perspective amid market volatility and what to expect from the Fed at next week’s meeting.
March 21, 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.
March 18, 2023
Six Janney Financial Advisors Named Barron’s Top 1,200 State by State Advisors
Congratulations to the six Janney Financial Advisors recognized as Top 1,200 State by State Advisors by Barron’s. These advisors represent the best of our industry, exemplify Janney’s values, and we’re honored to have them as a part of our firm.
March 17, 2023
March Investment Perspectives
In this edition of Investment Perspectives, our Investment Strategy Group discusses conflicting economic information, changing bond market conditions, and factors impacting stocks going forward.
March 16, 2023
Banking Turmoil Underscores Impact of Rate Hikes
Our Investment Strategy Group discusses the impact Fed policy has had on the banking sector and what to expect going forward.
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.
March 10, 2023
Tax Information & Forms
Check out our list of 2023 Client Tax Resources for updated mailing schedules, resources and forms as you prepare for tax season.
March 09, 2023
Credit Card Spending and Your Financial Plan
Used responsibly and strategically, credit cards can help manage your finances, assist with short-term cash flow needs, and facilitate the building of stronger credit. Read more about how to effectively use credit cards.
March 08, 2023
Global Manufacturing Improves but Signs of Sticky Inflation
In this article, our Investment Strategy Group provides an overview of the latest market and economic news.
March 03, 2023
Financial Planning: Helping You See the Big Picture
Do you picture yourself owning a new home, starting a business, or retiring comfortably? Read more about the importance of financial planning and how it can help you achieve your unique goals.
March 02, 2023
Protect Yourself From Scams Targeting Retirees
Fraud targeting the collection of personal data for identity theft is increasingly common. Review a list of the most common scams and ways to protect yourself from fraudsters.
March 01, 2023
6 tips for retirement literacy
It's America Saves Week. Check out this article for six retirement literacy tips to help you save and plan for your retirement.
February 09, 2023
A Singular Obsession
Our Investment Strategy Group breaks down the Federal Reserve's decision to raise interest rates by 25 basis points, the smallest rate hike since March 2022, and what it means for investors.
February 08, 2023
Forbes Names 10 Janney Financial Advisors as Best-in-State Women Wealth Advisors
Congratulations to the 10 Janney Financial Advisors recognized as Best-In-State Women Wealth Advisors by Forbes. We're proud to have a record number of advisors recognized for their commitment to exceeding client expectations.
February 07, 2023
What You Need to Know about the Secure Act 2.0
The new Secure Act 2.0 bill has several provisions impacting IRA owners, retirement plan participants, college savers, and more. Read more about the changes and how they could affect you.
February 03, 2023
Richard Keetley and Stephen Goldstein and Named Janney’s Financial Advisors of the Year
Congratulations to Rich Keetley and Steve Goldstein of QL Wealth Advisors for being named our Financial Advisors of the Year. This prestigious honor recognizes their history of exceeding client expectations and leadership in the office and community.
