July 25, 2024
![Resilient Consumer and Lower Inflation Bolster Soft Landing Case Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/44299bf35e3b45bc92089e1f6ac0d684.jpg)
Resilient Consumer and Lower Inflation Bolster Soft Landing Case
Our Investment Strategy Group analyzes what you need to know about the latest market and economic news. Read more.
July 23, 2024
![Tax-Smart Charitable Gifting Strategies Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/a24aa43b310840ff9340924b283e8947.jpg)
Tax-Smart Charitable Gifting Strategies
Did you know you can save on taxes while supporting your favorite charities and causes? Learn more about several tax-smart strategies when giving charitable gifts.
July 17, 2024
![July Investment Perspectives Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/f082c0e4c525458593e2b62a67f8c4c2.jpg)
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 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 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 04, 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.
July 03, 2024
![Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/1f2f8abecc86425e9aba666d9e8e1cd6.jpg)
Today, we celebrate the land of the free and the home of the brave. Happy Independence Day.
July 02, 2024
![Recent Economic Readings Suggest Solid Second Quarter Growth Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/dd7cd9ffdd18411f86d7f45a30966723.jpg)
Recent Economic Readings Suggest Solid Second Quarter Growth
Our Investment Strategy Group discusses the latest market and economic news in its weekly update. Read more.
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.
June 25, 2024
![Determine How Life Insurance Fits in Your Financial Plan Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/95302cae28da4d04bec995756be12676.jpg)
Determine How Life Insurance Fits in Your Financial Plan
When it comes to life insurance, do you have more questions than answers? If so, use this checklist to determine if you need it and, if you do, what solution best fits your needs.
June 24, 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
![Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/71e53f700d6e4a7282867cc235dd0b99.jpg)
At our annual Wealth Management Conference, we raised over $24,000, benefitting Hero Dogs. This non-profit pairs service dogs with veterans of the U.S. military and first responders with disabilities to improve the quality of their lives, including customized training and lifetime support. Additionally, they raise, train, and place skilled home companions, facility, and therapy dogs to help support the community.
June 20, 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 17, 2024
![Evaluating Your College Savings Withdrawal Strategy Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/e28742de65e44118ae29a0e7b9caf3c6.jpg)
Evaluating Your College Savings Withdrawal Strategy
After your child gets accepted into college, prepare yourself to start withdrawing funds from your college savings accounts by understanding these considerations, including maximizing your 529 plan, tax implications, and financial aid eligibility.
June 05, 2024
![The Importance of “What if” Planning Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/4847a29198674bea918090f2762053df.jpg)
The Importance of “What if” Planning
It’s important to plan ahead and have a “what if” plan to help protect your assets during unexpected life events. Read more for insight on what to do if a considerable change occurs in your life.
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.