March 10, 2025
Understanding State Inheritance Taxes
If you’re inheriting assets, it’s important to know your potential tax obligations. Find out which states have an inheritance tax and who is responsible for paying.
March 05, 2025
Remaining Disciplined During Market Downturns
Investors who remain committed to their financial goals in the face of short-term turbulence may experience advantages in the end.
February 26, 2025
Consider a backdoor Roth if you earn too much to contribute to a Roth IRA
Is your income too high to contribute to a Roth IRA? A Backdoor Roth strategy could be a strategy to allow for tax-free growth and withdrawals in retirement. Learn how it works and whether it’s right for you.
February 25, 2025
Did you know an estimated 65 to 80% of a business owner’s net worth is tied to their business?* If you’re approaching retirement age, you need to protect the wealth you have built. Financial planning and business succession planning can help you understand the nexus of your personal net worth, the value of your business, and the exit strategies that will allow you to enjoy the benefits of years of hard work and sacrifice. Join us to hear Janney thought leaders highlight our collaborative approach in addressing the unique needs of business owners. Register here: https://advisor.janney.com/janneyevents/events/financial-strategies-for-business-owners/
*According to estimates from the Exit Planning Institute
February 25, 2025
Making a Charitable Gift? Consider a QCD
Looking to make a charitable gift while maximizing tax benefits? A Qualified Charitable Distribution (QCD) could help you donate tax-free while satisfying your Required Minimum Distribution (RMD). Learn how this strategy can work for you.
February 24, 2025
February Investment Perspectives
Read the latest Investment Perspectives from our Investment Strategy Group, offering insights on key market trends, issues facing the fixed income market, and economic themes shaping 2025.
February 19, 2025
The Trump Tariff Salvos Begin
Our Investment Strategy Group analyzes recent tariff proposals and their potential impact on the economy.
February 18, 2025
Positive Earnings Continue to Support Stocks
Learn more about the latest market and economic news in our Investment Strategy Group’s weekly update.
February 13, 2025
An Important Update on Social Security Benefits
The Social Security Fairness Act increases benefits for millions of individuals, but it may also affect your taxes and Medicare costs. Learn what this means for your retirement plan.
February 11, 2025
5 Simple Steps to Prepare for Tax Filing
Make tax season easier by taking a few simple steps now. Check out this guide for tips on deductions, withholdings, and maximizing tax-advantaged savings.
February 10, 2025
A Skip, Not a Pause
Our Investment Strategy Group reviews the latest FOMC decision and what’s next for interest rates. Read more.
February 09, 2025
Assessing the Credit and Economic Impact of the Los Angeles Fires
Janney’s municipal credit team has prepared an analysis of the credit and economic impacts of the wildfires in Los Angeles County. The report covers property tax challenges, municipal bond issuers, credit assessments, insurance implications, and key takeaways. Learn more.
February 07, 2025
Document Vault Checklist
Janney clients registered for Online Access can use the Document Vault—a free, secure, and convenient space to store and access financial, household, and personal documents. Explore this list of essential documents to consider storing in the Document Vault.
February 06, 2025
Beware of These Top Tax Scams When Filing Your Taxes
The IRS releases an annual "Dirty Dozen" list of common tax scams. From phishing schemes to fraudulent claims, learn how to protect yourself and your financial information this tax season. Read more.
February 04, 2025
Spotlight On: Andy Kistler, Southeast Regional Director & Senior Vice President, Janney Montgomery Scott LLC
In an interview with Invest:, Andy Kistler, southeast regional director & senior vice president at Janney Montgomery Scott LLC, highlighted the firm’s growth, while emphasizing the importance of personal relationships and technology integration in the financial services industry. Read more: https://capitalanalyticsassociates.com/spotlight-on-andy-kistler-southeast-regional-director-senior-vice-president-janney-montgomery-scott-llc/
February 03, 2025
Get Tax Information and Forms
Be sure to check out our 2024 tax resources for updated mailing schedules, tax forms, and other helpful resources as you prepare for upcoming tax deadlines.
