May 18, 2023

Janney’s Mid-Year Market Update
What’s next for the economy and markets?
Inflation has cooled but the Federal Reserve remains guarded – and those forces are causing volatility in the financial markets, as sentiment is whipsawed from bull to bear. Join our exclusive virtual seminar where Janney’s Investment Strategy Group shares their views on the current state, their outlook for the future, and what you should know about the economy and markets’ potential impact on your portfolio strategy.
Featuring: Janney’s Investment Strategy Group
Mark Luschini | Chief Investment Strategist
Mike Halloran | Equity Strategist
Guy LeBas | Director Custom Fixed Income Solutions
May 01, 2023

FDIC Insurance: How It Protects Your Cash & How to Increase Coverage
Are you concerned about bank failures? This article explains how FDIC insurance helps safeguard your money, and how you can potentially increase that coverage.
April 03, 2023

Anticipating a large tax bill?
Janney’s margin lending program may help you finance your tax bill without having to sell assets or deplete cash.
April 03, 2023

The Power of Feeling Your Best: Rest. Eat. Move.
What does “feeling your BEST” look like? Let’s find out! Join our exclusive webinar where Chris Johnson, CEO and Founder of On Target Living®️, will highlight three simple but powerful principles of health: Rest. Eat. Move. Learn how to overcome limiting beliefs and supercharge your life with step-by-step guidance toward better overall health through a combination of scientific research, real-life cases, and uniquely human stories.
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 01, 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.
February 10, 2023

I am honored to be recognized by Forbes as a 2023 Best-In-State Top Women Wealth Advisor. This makes the second year in a row I have been recognized. A special thanks to our clients for the trust you have placed in us.
February 07, 2023

I am honored to be recognized by Forbes as a 2023 Best-In-State Top Women Wealth Advisor. This makes the second year in a row I have been recognized. A special thanks to our clients for the trust you have placed in us.
February 07, 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 03, 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 01, 2023

What You Need to Know about the Secure Act 2.0
Outlined here are highlights of the new SECURE Act 2.0 that may impact you—both now and in the years to come.
January 14, 2023

Weaker Economic Momentum but Fading Inflation
In this article, our Investment Strategy Group provides an overview of the latest market and economic news.
January 13, 2023

Markets and Elections: Could Three Be Charming Again?
Our Investment Strategy Group reviews historical market trends for the third year of a presidential cycle and what it means for investors.
January 11, 2023

Simple Safeguards from Cybercrime
In an increasingly digital world, it’s more important than ever to take precautions and be aware of how to stay safe from identity theft and cybercrime. Join our exclusive webinar to hear from Jeff Lanza, retired FBI Special Agent, where he’ll cover simple, valuable tips on how to protect your identity and computer, and be aware of potential scams.
January 03, 2023

Outlook 2023
Outlook 2023 offers the Janney Investment Strategy Group’s baseline forecasts for the economy and equity and fixed income markets in the coming year.
December 08, 2022

Make Long-Term Care a Part of Your Financial Plan
It is important that long-term care be addressed as part of your financial plan so you’re prepared for what life may bring.
December 08, 2022

9 Considerations for 2022 Year End Tax Planning
In addition to the continued challenges brought on by inflation and rising prices, 2022 also saw new tax laws as well as proposed additional anticipated changes in 2023. This article examines what you should be aware of as you begin to prepare for 2022 year-end tax planning.