News and Commentary
Newsletters
January 2023 Newsletter
Monthly news & updates from the Capital Wealth Advisors
February 2023 Newsletter
Monthly news & updates from the Capital Wealth Advisors
April 2023 Newsletter
Monthly news & updates from the Capital Wealth Advisors
Market Updates
WASH, RINSE, REPEAT: Debt-ceiling Lessons from 2011
May 2023 | GREGORY M. DRAHUSCHAK - Equity Market Strategist
Silicon Valley Bank & Banking Sector Updates
March 14, 2023 | We would like to share this message from our Interim President regarding Janney’s strength and stability, and our continuing perspective on the Silicon Valley Bank financial collapse.
Outlook 2023 | Investment Strategy Group
Our Investment Strategy Group presents its expectations for the economy, equities, and fixed income in the new year.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
September 27, 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:
September 18, 2023
I had an excellent time attending Janney’s annual Teaming Summit in Philadelphia. This was a great chance to connect with my colleagues, explore ideas to enhance my practice and ensure I’m in the best position to exceed my clients' expectations.
September 16, 2023
Tax & Estate Planning Virtual Seminar
Whether it’s the possibility of tax laws changing soon or recent updates impacting inherited retirement accounts, there’s a lot to consider when it comes to tax and estate planning.
Join us for this exclusive virtual seminar where we will explore what to do before the 2017 Tax Cuts and Jobs Act sunsets, estate & gift planning strategies, charitable gifting, and income tax planning opportunities, as well as new provisions in Secure Act & Secure Act 2.0, types of beneficiaries and the new 10-year payout, using trusts as beneficiaries, and incorporating Secure Act & Secure Act 2.0 within your financial plan.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
September Investment Perspectives
In this issue we take a look at BRICS+ and potential investment opportunities, determine if bond market supply matters, and discuss why September is a more worrisome month for stocks than October.
Are You Incorporating Secure Act 2.0 Provisions into Your Financial Plan?
SECURE Act 2.0 is designed not only to make it easier for employers to adopt and administer retirement plans, but also to help individuals save for retirement. There are nearly 100 provisions in this new legislation. Some of these, which are in place now or will become effective in coming years, are highlighted below.
Outlook 2023: Mid-Year Update
In our initial Outlook 2023 publication, we offered a thesis around the concept of two-way risk.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
