February 13, 2025

Janney's CEO - A Consistent Focus for a Changing Industry: You
Advisors today are looking for more—greater autonomy, stronger support, and a firm that puts their success first. In an article in AdvisorHub, Janney’s CEO Tony Miller shares why Janney is stronger than ever, offering advisors the autonomy and platform that enables them to thrive. Read more about Janney’s advisor-first approach and how we provide the support that helps you serve your clients, succeed, and be happy. https://www.advisorhub.com/resources/a-consistent-focus-for-a-changing-industry-you/
February 11, 2025

February Investment Perspectives
Read the latest Investment Perspectives from our Investment Strategy Group, offering insights on key market trends, issues facing the fixed income market, and economic themes shaping 2025.
February 08, 2025

A Skip, Not a Pause
Our Investment Strategy Group reviews the latest FOMC decision and what’s next for interest rates. Read more.
February 04, 2025

An Important Update on Social Security Benefits
The Social Security Fairness Act increases benefits for millions of individuals, but it may also affect your taxes and Medicare costs. Learn what this means for your retirement plan.
February 03, 2025

Get Tax Information and Forms
Be sure to check out our 2024 tax resources for updated mailing schedules, tax forms, and other helpful resources as you prepare for upcoming tax deadlines.
February 03, 2025

Outlook 2025
When you understand what’s expected for the economy and markets in the coming year, you can better develop a long-term investment strategy. Read our Outlook here.
January 29, 2025

Assessing the Credit and Economic Impact of the Los Angeles Fires
Janney’s municipal credit team has prepared an analysis of the credit and economic impacts of the wildfires in Los Angeles County. The report covers property tax challenges, municipal bond issuers, credit assessments, insurance implications, and key takeaways. Learn more.
January 28, 2025

Document Vault Checklist
Janney clients registered for Online Access can use the Document Vault—a free, secure, and convenient space to store and access financial, household, and personal documents. Explore this list of essential documents to consider storing in the Document Vault.
January 21, 2025

Tax Information & Forms
Stay prepared this tax season with Janney’s updated Tax Information & Forms. Explore key resources, schedules, and guides to simplify your tax planning.
January 17, 2025

Spotlight On: Andy Kistler, Southeast Regional Director & Senior Vice President, Janney Montgomery Scott LLC
In an interview with Invest:, Andy Kistler, southeast regional director & senior vice president at Janney Montgomery Scott LLC, highlighted the firm’s growth, while emphasizing the importance of personal relationships and technology integration in the financial services industry. Read more: https://capitalanalyticsassociates.com/spotlight-on-andy-kistler-southeast-regional-director-senior-vice-president-janney-montgomery-scott-llc/
January 16, 2025

Maximize the Value of Your Business with Insights from an Investment Banker
Whether you are considering a sale in the near term or just beginning to put a plan in place, you should focus on maximizing the value of your company. An investment banker can help.
In this webinar, join members of the Janney Investment Banking team, leaders in middle-market advisory and financing solutions, to learn how a collaborative approach, in-depth industry knowledge, and sector expertise can produce positive results tailored to your needs.
January 15, 2025

January Investment Perspectives
Read the latest Investment Perspectives from our Investment Strategy Group, featuring insights into 2025’s economic trends, a recap of 2024’s market themes, and how historical patterns could shape what’s next.
January 14, 2025

Business Surveys Consistent With Further Healthy Economic Growth
Our Investment Strategy Group discusses the latest market and economic news in its weekly update. Read more.
January 13, 2025

Beware of These Top Tax Scams When Filing Your Taxes
The IRS releases an annual "Dirty Dozen" list of common tax scams. From phishing schemes to fraudulent claims, learn how to protect yourself and your financial information this tax season. Read more.
January 09, 2025

In remembrance of Jimmy Carter, the 39th President of the United States, both the New York Stock Exchange and Nasdaq Exchange will be closed for the full trading day on Thursday, January 9.
January 08, 2025

Estate Planning for Procrastinators
Not sure where to begin with estate planning or feeling a bit behind? Explore this article for practical tips and strategies to help reduce estate and inheritance taxes.
January 07, 2025

Janney welcomed 27 experienced Financial Advisors in 2024, bringing over $4.3 billion in assets under advisement. These advisors joined us from leading firms including Kestra, LPL, Merrill Lynch, Raymond James, UBS, Wells Fargo, Baird, Truist, and more. Explore our new additions, office openings, and key highlights from last year. https://www.janney.com/meet-janney/corporate-news/all-news/detail/corporate-news/2025/01/07/janney-adds-27-experienced-financial-advisors-in-2024