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 02, 2023
What You Need to Know about the Secure Act 2.0
The new Secure Act 2.0 bill has several provisions impacting IRA owners, retirement plan participants, college savers, and more. Read more about the changes and how they could affect you.
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 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.
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 21, 2022
Tax Planning Guide | Home
Now is the time to take steps that might minimize your taxes. Check out our 2022 Tax Planning Guide for information on all aspects of tax law changes and planning strategies.
November 18, 2022
Important planning considerations: insurance & long-term care
Protecting your income and assets from the unexpected is an important part of your financial plan. Read more about the significance of insurance and long-term care as a part of the planning process.
November 16, 2022
Stock market bottom will be determined by recession aversion, says Janney Montgomery Scott's Luschini
Our Chief Investment Strategist Mark Luschini recently joined CNBC to discuss his outlook for the economy and stock market as well as his expectations for inflation and interest rates.
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 28, 2022
What Does Housing Market Weakness Imply?
Our Investment Strategy Group provides an overview of what a weakening housing market could mean for the economy and stock market.
October 27, 2022
Tips for Leveraging 529 Education Savings Plans
Planning to fund a child's education can seem like a daunting task. Check out this article for some tips on how to leverage a 529 savings plan to save for college.
October 27, 2022
Economic Indicators Suggest Further Weakness Ahead
Our Investment Strategy Group analyzes what you need to know about the latest market and economic news. Read more.
October 21, 2022
Navigating your Medicare Options
Check out this article to learn more about your Medicare eligibility and coverage, as well as how to best navigate your options.
October 20, 2022
Bend, Don't Break
Our Investment Strategy Group reviews current market conditions and reinforces core investment tenets during times of market volatility.
October 11, 2022
Market Update
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
