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 03, 2023
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Click here for my May Newsletter
https://www.broadridgeadvisor.com/pdfservice/31e38eb5-dc02-4b94-aee7-591d09b2a33aid=1018000.pdf
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
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Happy April, Click here for my April Newsletter
https://www.broadridgeadvisor.com/pdfservice/79fe80b0-fdcc-4338-9803-f5e6d5297850id=1014283.pdf
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
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Click here for my March Newsletter
https://www.broadridgeadvisor.com/pdfservice/af59dedc-bd6a-4c72-a3e0-8b522c2d03e8id=1008643.pdf
February 06, 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.
February 01, 2023
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Happy first day of February, only 47 days to spring.
Here is my February newsletter.
https://www.broadridgeadvisor.com/pdfservice/eceafc30-a9e6-4682-ac63-369705a79782id=1004646.pdf
January 31, 2023
Look Out For These Top Tax Scams When Filing Your Taxes
Tax scams tend to spike from December through April. Protect yourself and read more about some of the most common tax scams.
January 23, 2023
Why Opt for a ‘Total Return’ Retirement Strategy?
Due to several factors, individuals are increasing left with the responsibility for funding their retirement. Read more to see how a ‘total return’ strategy can help prepare you.
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 06, 2023
Long-Term Capital Market Assumptions
In this paper, our Investment Strategy Group outlines its long-term market expectations after a year change and its rationale for improved returns across most asset classes in 2023.
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.
January 03, 2023
Broadridge Advisor Solutions
Happy New Year. Click for January Newsletter
https://www.broadridgeadvisor.com/kt/HtmlNL.aspx?pvw=928F83DF4CD91889775D52297B408E96C3EA445EAD9E2F565127D2FC40E1BD61744D40909FAFDA9E7A5A7F6483103F4A7B3F6BCA6D8BFDAC8DA38C59D9A515EEB0A3388D62771E1A0D4CD107F091A33FA2FCCAA3D2AC1AC9E14F10ABFB2BD4C030790CEECF3928CA90C47D9709668706D82A8D349CA580979336D8B36A7FD76804EED65C5AE4294E43797FEEF47883B1396F1DFC1E84680E02BFAA1F870B4A2A
December 09, 2022
Short-Term Fixed Income Strategies as Rates Change
For investment portfolios with specific short-term horizons, the recent increase in short-term interest rates has opened up low-risk, income generation opportunities. Our Investment Strategy Group provides several strategies for investors to consider.
