News and Commentary
News & Insights
HD Wealth Partners Joins Janney in Cincinnati, OH and St. Petersburg, FL
It is with great pleasure that we inform you of our new affiliation with one of the nation’s most prestigious wealth management firms, Janney Montgomery Scott LLC.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Optimizing Tax Strategy and Charitable Giving with a Donor-Advised Fund
When developing a charitable giving strategy, there are a number of approaches and solutions to consider, depending on your unique circumstances. Let’s take a look at one option that may be worth considering—a Donor-Advised Fund (DAF).
Document Vault Checklist
Keep your financial, household, and personal documents in one safe place. This free feature is available to all Janney clients who are registered users of Online Access.
Beware of These Top Tax Scams When Filing Your Taxes
The IRS produces a list of its “Dirty Dozen” tax scams each year. These scams tend to spike from December through April, but they can—and do—happen year-round. It’s wise to be familiar with the latest list of common issues—and take some simple steps to stay safe from them.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
