April 24, 2024
Why Financial Planning Is Not a One-Size-Fits-All Model
Discover the advantages of financial planning. Watch this segment on Nasdaq Trade Talks to hear our Head of Wealth Planning share insights on a range of timely topics, including:
- Understanding the importance of financial planning for high-net-worth individuals and families.
- Exploring strategies for effectively managing inheritances or windfalls.
- Discovering the significance of personalized financial plans tailored to your unique circumstances.
- Learning about Janney's commitment to support the next generation of Financial Advisors.
April 24, 2024
April Investment Perspectives
In the latest edition of Investment Perspectives, our Investment Strategy Group discusses what you need to know about economic activity in the Eurozone, declining interest rate volatility, and recent stock market performance.
April 23, 2024
Healthy Economic Readings Should Support a Positive Earnings Season
In its weekly update, our Investment Strategy Group breaks down the latest market and economic news.
April 22, 2024
Shore to Shore Private Wealth Joins Janney in Lewes, Delaware
We’re excited to welcome Shore to Shore Private Wealth in Lewes, Delaware. The experienced four-person team joins Janney from Merrill Lynch. Janney’s independent-minded culture and award-winning capabilities provides the team with the autonomy and resources to build their business around their unique needs.
April 16, 2024
Maximize Long-Term Care Benefits Using an Existing Annuity
An often-overlooked provision of the Pension Protection Act allows you to gain valuable tax benefits by replacing an unneeded annuity with one that offers long-term care coverage. Several benefits can include:
- Tax-deferred growth
- New features/better rates
- Legacy planning
Learn more about annuity exchanges and if this solution would fit your situation:
April 15, 2024
3 Tax-Planning Considerations Ahead of Next Year's TCJA Sunset
The Tax Cuts and Jobs Act of 2017 is scheduled to sunset at the end of 2025, meaning significant changes could be on the horizon for taxpayers. Learn about some things to consider and strategies to help mitigate the potential tax risks.
April 15, 2024
An Advisor-Centric Culture
You deserve to be at a firm that provides autonomy and where the focus is on you and your clients. Watch this video to hear from Janney Financial Advisors and leadership about the firm’s advisor-centric culture and how everything we do is focused on helping you serve your clients, grow your business, and succeed.
April 12, 2024
A Healthy Labor Market but Stubbornly High Inflation
Learn more about the latest market and economic news in our Investment Strategy Group’s weekly update.
April 11, 2024
Reposition Assets for Tax-Efficient Wealth Transfer
If you’re close to or in retirement, repositioning some of your investments may be a tax-efficient way to leave a larger financial legacy. Here are some ideas to consider.
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 09, 2024
Congratulations to Financial Advisors Murray Carter and Steve Glasgow for being named Top Retirement Plan Advisors by PLANADVISER. The recognition is a testament to their committed to provide plan sponsors with a superior service experience and plan participants with a comprehensive retirement planning model in order to achieve their financial goals.
April 08, 2024
Finding Some Zen in a Garden of Volatility
Our Investment Strategy Group discusses the latest trends and updates in the fixed income market through the first quarter of 2024 and what it means for investors.
April 06, 2024
An Encouraging Manufacturing Signal but Sticky Inflation
Our Investment Strategy Group analyzes what you need to know about the latest market and economic news. Read more.
April 04, 2024
Forbes Recognizes 47 Janney Financial Advisors as Best-in-State Wealth Advisors
Congratulations to the record number Janney Financial Advisors who have been named Best-in-State Wealth Advisors by Forbes. We are proud to work alongside these talented advisors and celebrate their commitment to delivering a hyper-personalized, best-in-class wealth management experience.
April 03, 2024
Investment Themes for the Next Decade
In this report, our Investment Strategy Group reviews the major investment trends that will influence the economy and markets in the coming years, including advancements in artificial intelligence, the impact of aging demographics on health care, and shifts toward clean energy.
April 02, 2024
Stock Market Dynamics Remain Healthy
In this article, our Investment Strategy Group provides an overview of the latest market and economic news.
April 01, 2024
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.