July 24, 2024
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We’re excited to announce that KKR investment funds and our parent company, The Penn Mutual Life Insurance Company, have signed a definitive agreement under which KKR investment funds will acquire Janney Montgomery Scott.
“We are excited to enter this next chapter in our nearly 200-year history with a new value-added strategic partner. KKR has demonstrated they value our client- and advisor-centric culture and share our deep conviction in the tremendous opportunities ahead for our business,” said Tony Miller, President at Janney. “We look forward to working with KKR to invest further in our growth and enable our talented team to further improve the advice and services we offer our clients.”
Read more: https://bit.ly/4cTVLiD
July 18, 2024
![Janney Earns Great Place to Work®️ Certification Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/690222df7d5b4240aa621bafaa1303fc.jpg)
Janney Earns Great Place to Work®️ Certification
For the third consecutive year, Janney has been certified as a Great Place to Work. This prestigious recognition, only achieved by select firms, is a testament to our collaborative and people-centric culture, allowing our team members to thrive and deliver superior client service.
July 15, 2024
![Discover Generous New Tax Credits for Start-Up 401(K) Plans Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/5342576c384e40bb9d55530f955d8437.jpg)
Discover Generous New Tax Credits for Start-Up 401(K) Plans
Newly expanded tax credits are available for employers establishing first-time 401(k) plans for their employees that may offset most or all plan costs for the first three years. Learn more about these credits and the benefits to your business.
July 11, 2024
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July Investment Perspectives
In the latest edition of Investment Perspectives, our Investment Strategy Group examines the price of gold, reviews the recent concerns around liquidity, and provides expectations for stocks over the next several months.
July 08, 2024
![Building a Personalized Asset Allocation Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/35387cac7d814c5c9082822c6968ad90.jpg)
Building a Personalized Asset Allocation
It is essential to have a well-defined target asset allocation as part of your financial plan. Learn more about the importance asset allocation and some strategies to find the right balance with your investments.
July 03, 2024
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Today, we celebrate the land of the free and the home of the brave. Happy Independence Day.
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.
July 01, 2024
![Are You Incorporating Secure Act 2.0 Provisions into Your Financial Plan? Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/add7679fae5c4be5a11840d958d46c15.jpg)
Are You Incorporating Secure Act 2.0 Provisions into Your Financial Plan?
The SECURE Act 2.0 has numerous provisions designed to help individuals save for retirement that are either in place now or will become effective in the coming years. Learn more about the most important changes and how they could help you save for retirement more effectively.
June 27, 2024
![Easing Inflation Bolsters the Soft Economic Landing Case Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/b1fd0f60f9604b2dbe71062e758f58ff.jpg)
Easing Inflation Bolsters the Soft Economic Landing Case
In its weekly update, our Investment Strategy Group breaks down the latest market and economic news.
June 24, 2024
![12 Benefits of Swimming: Weight Loss, Health, and More Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/769d08f60b5c448d913973bb28ec1761.jpg)
12 Benefits of Swimming: Weight Loss, Health, and More
Did you know an hour of swimming burns almost as many calories as running? Read more about the benefits of this low-impact, full-body physical activity.
June 20, 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.
June 17, 2024
![Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/88dba95c19354b3b957b17af2eaa66da.jpg)
Attending Janney’s 2024 Wealth Management Conference was a valuable experience. I heard from several speakers who offered timely perspectives and insights on topics such as Social Security planning, Medicare, artificial intelligence, and market and economic updates.
I look forward to using these insights to improve my advice to clients and help them achieve their goals.
June 06, 2024
![Cash Balance Plans: An Overview Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/c204cb91b4d34a81a873d26b9de6f638.jpg)
Cash Balance Plans: An Overview
Should your business consider offering a cash balance retirement plan? In this one pager, learn about the potential for accelerated retirement savings and significant tax benefits.
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.
June 03, 2024
![Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/5027e525607a4436bb897edf994a63ab.jpg)
I’m looking forward to attending Janney’s 2024 Wealth Management Conference. It will be an excellent opportunity to connect with colleagues and hear from leading industry experts about the latest financial planning and investment trends to help meet the unique needs of my clients.