April 23, 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 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 10, 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 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.
March 20, 2024
Easing but Still Healthy Labor Market Continues Supporting Economy
In its weekly update, our Investment Strategy Group breaks down the latest market and economic news.
March 18, 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:
March 13, 2024
Which Type of Special Needs Trust Is Right for You?
A special needs trust is a popular strategy to assist someone in need without risking their eligibility for other programs. Read more about the two types of special needs trusts:
March 13, 2024
Simple Safeguards: How to Protect Yourself from Identity Theft and Cybercrime.
Janney has once again invited retired FBI Special Agent, Jeff Lanza to present his popular webinar on how to protect yourself from the latest trends in identity theft and cybercrime. You won’t want to miss this valuable program!
Featuring Jeff Lanza, Retired FBI Special Agent
March 11, 2024
Business Surveys Consistent With Growth While Cyclical Stocks Favored
Learn more about the latest market and economic news in our Investment Strategy Group’s weekly update.
March 09, 2024
Spring is in the air. Remember to turn your clocks forward and embrace the longer days ahead.
March 07, 2024
Tax Deferral Strategies for Employer Stock in a Qualified Retirement Plan
If you participate in a 401(k), or other qualified retirement plan that lets you invest in your employer’s stock, consider the tax deferral opportunities of net unrealized appreciation (NUA). Learn more:
March 07, 2024
Resilient Economy and Positive Stock Market Indicators
Learn more about the latest market and economic news in our Investment Strategy Group’s weekly update.
March 04, 2024
Window of Opportunity: Leveraging the Estate and Gift Tax Exemption
The estate and gift tax exemption limit is currently at a historic high but due to “sunset” on December 31, 2025. Read more about some strategies and considerations to take advantage of this unique opportunity.
March 01, 2024
Consider a Backdoor Roth if You Make Too Much to Contribute to a Roth IRA
If your income is too high for a Roth IRA, consider this backdoor strategy, which allows you to convert from a traditional IRA to a Roth—despite IRS-imposed income limits.
February 26, 2024
Healthy Labor Market and Improving Consumer Confidence Bode Well
Our Investment Strategy Group analyzes what you need to know about the latest market and economic news. Read more.
February 23, 2024
Leading Indicators Suggest Disinflation Can Continue
In this article, our Investment Strategy Group provides an overview of the latest market and economic news.