July 08, 2024
![The Seven Smartest Ways to Pay for College Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/5e4e2936629c41528ded82da51ff18c9.jpg)
The Seven Smartest Ways to Pay for College
Are you looking to save for your children’s college education? Here are seven strategies you can consider to help pay for college.
July 08, 2024
![Outlook 2024: Mid-Year Update Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/ed8be6baed9a40a2823d1bfea3857c59.jpg)
Outlook 2024: Mid-Year Update
In its Mid-Year Update, Janney’s Investment Strategy Group provides insights and expectations for the economy, equity and fixed income markets, and investment implications for the rest of 2024.
July 02, 2024
![Outlook 2024: Mid-Year Update Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/3344dc6adfc2493cb4cd930efc92ceee.jpg)
Outlook 2024: Mid-Year Update
Janney’s Investment Strategy Group shares its expectations for the economy, equities, and fixed income for the remainder of 2024.
June 07, 2024
![Using Real Yields to Position Fixed Income Portfolios Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/84a5c4edbc394c92ae96507514c9aae5.jpg)
Using Real Yields to Position Fixed Income Portfolios
Our Investment Strategy Group explains the importance of real yields to help you better position and strengthen your fixed income investments. Learn more about real yields and their significance in current market conditions.
June 06, 2024
![529 Plans: A Tax-Efficient Way to Fund Your Grandchildren’s Education Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/3b17f7c585b84da49ffe16b10a480c62.jpg)
529 Plans: A Tax-Efficient Way to Fund Your Grandchildren’s Education
Read this article to explore the tax benefits and other considerations of using 529 plan accounts to save for and help fund a grandchild’s college or private K-12 education.
June 05, 2024
![The Importance of “What if” Planning Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/4847a29198674bea918090f2762053df.jpg)
The Importance of “What if” Planning
It’s important to plan ahead and have a “what if” plan to help protect your assets during unexpected life events. Read more for insight on what to do if a considerable change occurs in your life.
June 03, 2024
![The Family Conversation on College Planning Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/0aabe436af5c47dcaa79b3636f891dac.jpg)
The Family Conversation on College Planning
The topic of college planning is one of the most important conversations you can have as a family. This article can help you start one.
May 30, 2024
![May Investment Perspectives Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/5f51a0d9cca246768153d2f8805d3773.jpg)
May Investment Perspectives
In the latest edition of Investment Perspectives, our Investment Strategy Group discusses optimism for European markets, the importance of real yields in the fixed income market, and market expectations for the months ahead.
May 15, 2024
![Janney's 2024 Mid-Year Market Update Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/b99ed798dc6e44d6954d300053b1a9e1.jpg)
Janney's 2024 Mid-Year Market Update
What’s next for the economy and markets?
Join our exclusive virtual presentation where Janney’s Investment Strategy Group shares its views on the economy and markets, its outlook for the remainder of 2024, and what you should know about the potential impact on your portfolio strategy.
Featuring: Janney’s Investment Strategy Group
May 01, 2024
![Planning Strategies for Remaining 529 Balances Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/05354e6ebf4748afbeb7bd0b3ca46d43.jpg)
Planning Strategies for Remaining 529 Balances
Did you know that if you saved more for college than you needed, new changes to 529 plans allow for unused or leftover savings to be rolled into the beneficiary’s Roth IRA?
April 11, 2024
![Window of Opportunity: Leveraging the Estate and Gift Tax Exemption Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/c9772ce5065d44d8b5202395eac821ff.jpg)
Window of Opportunity: Leveraging the Estate and Gift Tax Exemption
Consider the planning strategies outlined in this article to take advantage of the current estate and gift tax exemption before its sunset at the end of 2025.
April 10, 2024
![Tips for Leveraging 529 Education Savings Plans Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/17c42a16f64d41c0b29758ae0d334500.jpg)
Tips for Leveraging 529 Education Savings Plans
A 529 Education Savings Plan can be a great way to save for your children's or grandchildren’s education. Below are some of the key benefits of a 529 plan:
- Some states allow a tax deduction from (or credit against) state taxes for all or part of your contributions and will not pay any federal tax on earnings as long as the proceeds are used for a qualified education expense.
- The account owner maintains control of the account and determines the amount and timing of distributions.
- There are no income limits, and 529 plans have no time or age limits on contributions or withdrawals.
Read more about the benefits of a 529 plan.
April 08, 2024
![Which Type of Special Needs Trust Is Right for You? Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/0c7e451c56524433856e9f3a2170ab73.jpg)
Which Type of Special Needs Trust Is Right for You?
A special needs trust is a popular strategy to assist someone in need without risking their eligibility for other programs. Read more about the two types of special needs trusts:
April 05, 2024
![Window of Opportunity: Leveraging the Estate and Gift Tax Exemption Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/9902b5fbd9974d99974a16951550a7ec.jpg)
Window of Opportunity: Leveraging the Estate and Gift Tax Exemption
The estate and gift tax exemption limit is currently at a historic high but due to “sunset” on December 31, 2025. Read more about some strategies and considerations to take advantage of this unique opportunity.
April 04, 2024
![Look Out For These Top Tax Scams When Filing Your Taxes Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/26210e8064d24933b12773f02a5cf6e8.jpg)
Look Out For These Top Tax Scams When Filing Your Taxes
Tax-related scams tend to spike during tax season. To help protect yourself, check out this list of “Dirty Dozen” tax scams from the IRA and some helpful tips.
April 04, 2024
![Spring Rain Delay Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/acd0b175a84746f2b103b0a30774a0ea.jpeg)
Spring Rain Delay
Federal Reserve policymakers held interest rates unchanged at their recent meeting and have ruled out the necessity of further tightening barring any tail risk to inflation. Read more from our Investment Strategy Group and expectations for the market.
March 13, 2024
![Simple Safeguards: How to Protect Yourself from Identity Theft and Cybercrime. Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/0022e7694839462da57bc0b83279d11c.jpg)
Simple Safeguards: How to Protect Yourself from Identity Theft and Cybercrime.
Janney has once again invited retired FBI Special Agent, Jeff Lanza to present his popular webinar on how to protect yourself from the latest trends in identity theft and cybercrime. You won’t want to miss this valuable program!
Featuring Jeff Lanza, Retired FBI Special Agent