News and Commentary

By making tax-smart decisions about what you invest in and where you hold it, you can keep more of your money working for you. Here’s how to build a tax-smart portfolio.

As the end of 2025 approaches, there’s a lot to consider when it comes to estate and tax planning—particularly for clients with more complex wealth. In this exclusive webinar, Janney will explore changes under the new tax rules of the One Big Beautiful Bill Act (OBBBA), including: Permanent changes to income and estate tax provisions New and expanded tax deductions Planning opportunities when addressing your taxes We’ll break down the new tax landscape and planning strategies for your long-term financial goals. Don’t miss this opportunity to gain expert insight into the impact of the tax rules and how they affect you. Register today!

Still holding physical stock certificates? These assets require careful management to ensure they’re easily transferred and preserved for future generations. Learn why securing and digitizing them is a smart move for your estate plan.