April 11, 2024
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 01, 2024
Click here for my April Newsletter
https://www.broadridgeadvisor.com/pdfservice/724da4f9-4a74-425b-9dd1-ebd4771c24aaid=1056295.pdf
March 13, 2024
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
March 01, 2024
Consider a Backdoor Roth if You Make Too Much to Contribute to a Roth IRA
If your income is too high for a Roth IRA, consider this backdoor strategy, which allows you to convert from a traditional IRA to a Roth—despite IRS-imposed income limits.
March 01, 2024
Welcome to March.
Click link below for my current newsletter.
https://www.broadridgeadvisor.com/pdfservice/1fb27858-6c64-453b-9580-62a53c24f197id=1053920.pdf
February 01, 2024
Happy February. Click below for my February Newsletter
https://www.broadridgeadvisor.com/pdfservice/ccd647f5-6804-4288-918b-7997648203ffid=1049136.pdf
February 01, 2024
Tax Information & Forms
Be sure to check out our 2023 Client Tax Resources for updated mailing schedules, resources, and tax forms as you prepare for upcoming tax deadlines.
January 03, 2024
Outlook 2024
Outlook 2024 offers the Janney Investment Strategy Group’s baseline forecasts for the economy and equity and fixed income markets in the coming year.
January 02, 2024
Happy New Year. Click below for my January Newsletter
https://www.broadridgeadvisor.com/fmaweb/Newsletters/MonthlyNewsletters.aspx?iplf=jm
December 01, 2023
9 Considerations for 2023 Year-End Tax Planning
Find time for your financial health during your holiday plans by considering the year-end estate and tax planning strategies highlighted in this article.
December 01, 2023
Click here for my December Newsletter.
https://www.broadridgeadvisor.com/pdfservice/85862335-21cb-4b66-a56a-c36872042999id=1043162.pdf
November 30, 2023
Janney's 2024 Market Outlook
The Federal Reserve has made significant progress in bringing down inflation while maintaining growth in the U.S. economy. Can it continue in 2024? Join our exclusive virtual presentation where Janney’s Investment Strategy Group shares their views on the current state, their outlook for the coming year, 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
November 01, 2023
Welcome to November. Click here to see my most recent newsletter
https://www.broadridgeadvisor.com/pdfservice/2e7f7ab4-ff0d-4648-8cce-ea9bb0ea7773id=1041451.pdf