December 08, 2022
Make Long-Term Care a Part of Your Financial Plan
It is important that long-term care be addressed as part of your financial plan so you’re prepared for what life may bring.
December 08, 2022
9 Considerations for 2022 Year End Tax Planning
In addition to the continued challenges brought on by inflation and rising prices, 2022 also saw new tax laws as well as proposed additional anticipated changes in 2023. This article examines what you should be aware of as you begin to prepare for 2022 year-end tax planning.
December 08, 2022
4 Tips for Navigating Market Volatility
Market volatility is inevitable, but that doesn’t mean it isn’t concerning at times. Let’s explore some important tips and insights that may help you navigate market volatility in a smart and strategic way.
July 13, 2022
Inflation and Volatility: The Risks of Being Wary
The last time inflation was 10% was in February of 1979 where a suffering economy and a volatile market added to investors’ anxiety. This graph illustrates five choices an equity investor could’ve made at that time. While seemingly “safer” investment choices may have provided temporary relief, they fell behind equity and balanced investors over the long term.
February 07, 2022
Chuck Schumer Wants to Make Every Town a Mountain Town
If passed, the Rural Outdoor Investment (ROI) Act will provide the capital necessary for small towns across the country to plan and build their own recreation-based economies. Its $50 million annual budget will fund the creation of infrastructure, like trails, campgrounds, and boat ramps, as well as aim to help communities develop recreation-forward spending plans, pay for local university research and technical assistance, and revitalize town centers.
January 04, 2022
Outlook 2022
https://www.janney.com/latest-articles-commentary/latest-insights/detail/insights/2021/12/15/outlook-2022
October 29, 2021
How high can home prices go and are we in a bubble?
Our Investment Strategy Group reviews the state of housing prices and what to expect in the future.
August 27, 2021
5 predictions for the future of media
Structural shifts in media consumption are disrupting the business models of traditional media giants as momentum builds for cord cutting, streaming video services and more interactive forms of entertainment. The resulting shift in viewership habits, especially among young people, could profoundly alter the outlook for media companies in the years ahead.
July 23, 2021
Blackstone Quarterly Webcast: Uneven Reopening Ahead - Blackstone Private Wealth Solutions
Blackstone Private Wealth Solutions’ Chief Investment Strategist Joe Zidle and Vice Chairman Byron Wien just released their latest quarterly webcast. Hear the strategists discuss their outlook for the ongoing economic recovery and where they see opportunity in today’s market landscape: https://lnkd.in/deBgrcS
July 20, 2021
5 investment lessons from the pandemic
Some great insights and lessons from the Capital Group.
June 11, 2021
American Funds
The U.S. Economy is in the midst of a powerful post-pandemic recovery, and it could be stronger and more sustainable than many people expect.
May 26, 2021
50 Spectacular Places To Visit Post-Pandemic
For anyone who’s having trouble narrowing down where to go, this list of fifty spectacular destinations might make it just a little more difficult.
May 11, 2021
48 Reasons to Feel Optimistic Today
Need a reason to keep that head up? Read on for a great list of reasons to feel optimistic today.
March 05, 2021
Positive developments on economic readings, stimulus, and vaccines
Our Investment Strategy Group discusses the latest market news and reviews incoming economic data that continues to show a recovering economy.
March 05, 2021
Window of Opportunity: Leveraging the estate and gift tax exemption
The estate and gift tax exemption limit is currently at a historical high. In anticipation of a significant decrease in the established limit in 2026, here are a few strategies to leverage this unique situation through tax-efficient wealth transfer.
March 05, 2021
Podcast: Interest Rates, Market Plumbing and Equity Market Outlook
In this podcast, our Investment Strategy Group discusses the latest updates in the fixed income and equity markets, including the recent rise in interest rates and the status of the economic recovery.
