April 11, 2024
An Encouraging Manufacturing Signal but Sticky Inflation
Our Investment Strategy Group analyzes what you need to know about the latest market and economic news. Read more.
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 10, 2024
Reposition Assets for Tax-Efficient Wealth Transfer
If you’re close to or in retirement, repositioning some of your investments may be a tax-efficient way to leave a larger financial legacy. Here are some ideas to consider.
April 09, 2024
Finding Some Zen in a Garden of Volatility
Our Investment Strategy Group discusses the latest trends and updates in the fixed income market through the first quarter of 2024 and what it means for investors.
March 20, 2024
Market forces and munis
Vivian Altman, our Managing Director and Head of Public Finance, recently appeared on The Bond Buyer's Leaders Forum where she discussed the latest news and topics in public finance and the muni industry as well her advice to women entering the industry.
March 19, 2024
Maximize Long-Term Care Benefits Using an Existing Annuity
An often-overlooked provision of the Pension Protection Act allows you to gain valuable tax benefits by replacing an unneeded annuity with one that offers long-term care coverage. Several benefits can include:
- Tax-deferred growth
- New features/better rates
- Legacy planning
Learn more about annuity exchanges and if this solution would fit your situation:
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 13, 2024
Which Type of Special Needs Trust Is Right for You?
A special needs trust is a popular strategy to assist someone in need without risking their eligibility for other programs. Read more about the two types of special needs trusts:
March 12, 2024
Business Surveys Consistent With Growth While Cyclical Stocks Favored
Learn more about the latest market and economic news in our Investment Strategy Group’s weekly update.
March 07, 2024
Resilient Economy and Positive Stock Market Indicators
Learn more about the latest market and economic news in our Investment Strategy Group’s weekly update.
March 06, 2024
As we commemorate Women's History Month, we’re proud to honor the invaluable contributions of women to our society. Join us as we celebrate and commit to building a future where every woman can thrive.
March 05, 2024
Window of Opportunity: Leveraging the Estate and Gift Tax Exemption
The estate and gift tax exemption limit is currently at a historic high but due to “sunset” on December 31, 2025. Read more about some strategies and considerations to take advantage of this unique opportunity.
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 28, 2024
Tax Deferral Strategies for Employer Stock in a Qualified Retirement Plan
If you participate in a 401(k), or other qualified retirement plan that lets you invest in your employer’s stock, consider the tax deferral opportunities of net unrealized appreciation (NUA). Learn more:
February 27, 2024
Healthy Labor Market and Improving Consumer Confidence Bode Well
Our Investment Strategy Group analyzes what you need to know about the latest market and economic news. Read more.
February 23, 2024
Using Life Insurance as a Retirement Planning Tool
If you’ve maximized your traditional retirement contributions but want to save more for retirement, cash value life insurance can offer both financial security and a tax-deferred way to accumulate additional funds. Read more and learn if this strategy could be right for you.