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
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.
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.
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.
December 08, 2022
4 Tips for Navigating Market Volatility
Market volatility is inevitable, but that doesn’t mean it isn’t concerning at times. Let’s explore some important tips and insights that may help you navigate market volatility in a smart and strategic way.
November 14, 2022
Life Happens: Adapting Your Estate Plan For Life Events
Life events such as marriage, the birth or adoption of a child, and increased wealth may require adjustments to your estate plan. Join us to learn about the current estate tax environment, different types of trusts, when to use them, and more.
October 11, 2022
Join us for an update on current market levels – including equities, interest rates, commodities, and currencies – as well as technical trends heading into year’s end and the start of 2023. Janney’s Dan Wantrobski, Technical Strategist and Associate Director of Research, will also cover U.S. demographic trends and liquidity concerns, plus sector highlights. Featuring: Dan Wantrobski | Technical Strategist and Associate Director of Research Capital Markets Group, Janney Montgomery Scott
October 03, 2022
Janney's Craig Lewis and Jeffrey Covitz Conference Call with Richard Bernstein
Join us for our next scheduled conference call with former Merrill Lynch Chief Investment Strategist and Current CEO of Richard Bernstein Advisors, Richard Bernstein on Friday, October 14th at Noon. A frequent featured guest speaker on CNBC and other major financial news outlets, Richard will provide his insights and investment strategy update in a presentation and Q&A format. Please register for the call using the link below! https://janney.webex.com/webappng/sites/janney/meeting/register/8fbf43bc928741f68cca0f4fba597cbb?ticket=4832534b000000053766868e536965b9d049aa76622dfb823d8f95dca0ce52429049405592a16c4d×tamp=1664825105843&RGID=r902e2a207f1bd9e4ed13d69734aa8a83
September 19, 2022
Family Love Letter
It’s not easy to plan for the possibility of death or debilitating illness. But, anticipating the unexpected can help to lessen the burden for your loved ones after you are gone. Join us to learn how every family can prepare by properly planning, sharing those plans with loved ones, and reviewing and updating those plans as circumstances change—giving you comfort in the fact that your family will be provided for as well as possible. Register Here: https://advisor.janney.com/janneyevents/community_activity#Family_Love_Letter
August 08, 2022
Medicare: Learn Your Options
What is Medicare? Do you need it? When and how do you enroll? With a variety of options available, Medicare can seem overwhelming, particularly if you don’t yet know the basics. This presentation can help you navigate through the many different considerations, types of coverages, and costs for you and your family, to help you make informed decisions for your health coverage and financial picture. Featuring Roberta Eckert | Nationwide Retirement Institute.
July 04, 2022
Sustainability: Why Now?
Investors are increasingly assessing sustainable investment options based on their environmental, social, and governance (ESG) priorities and values. Join us for a virtual seminar to learn how incorporating an ESG lens into investment decisions can help to identify potential opportunities and risks that may not be addressed through traditional financial analysis.
May 22, 2022
Social Security: The Choice of a Lifetime
Did you know that one in four Americans underestimate their life expectancy? You deserve peace of mind knowing that you will have sufficient income throughout your retirement. Join Steven Calandra, Vice President at Nationwide Retirement Institute, for Social Security: The Choice of a Lifetime. This presentation will help you better understand your Social Security filing options, identify the optimal filing option for you and your family, and provide context to discuss your Social Security strategy with your Financial Advisor, as part of your comprehensive retirement plan.
May 16, 2022
Join strategists from our Investment Strategy Group for a special update discussing their outlook for the market and economy, as well as the importance of a long-term investment plan. Register here: https://janney.webex.com/janney/onstage/g.php?MTID=e92f1b6c6410a8b92291c9b0ac270def1
April 04, 2022
College Planning Essentials
A college diploma opens the door to higher earnings soon after graduation and throughout life. College matters, and families with a plan are better prepared for the cost than those without one. Join Kris Adrian, 529 Specialist with JP Morgan Asset Management, as she presents JP Morgan’s 2022 College Planning Essentials. This presentation will provide a comprehensive guide to saving and investing for future college or higher education expenses.
March 25, 2022
Conference Call with Richard Bernstein on March 25th
Today we are very excited to have Richard Bernstein give his update on the markets and his investment portfolio. Richard will give his market overview and then take questions. He is a regular guest on CNBC. Please join us from 12:00pm to 12:30PM for a conference call with former Merrill Lynch Chief Investment Strategist, and current CEO of Richard Bernstein Advisors, Richard Bernstein. If you would like to attend the conference call, please register using the link below.
February 10, 2022
The Psychology of Investing
Why do we so often do the wrong things at the wrong time with our money? There are many different behaviors and emotions that can affect investment decisions—such as loss aversion, familiarity, and overconfidence. Discover how knowledge of investor behavior can assist with decision-making, especially during times of market uncertainty.