February 03, 2025
Get Tax Information and Forms
Be sure to check out our 2024 tax resources for updated mailing schedules, tax forms, and other helpful resources as you prepare for upcoming tax deadlines.
February 03, 2025
Outlook 2025
When you understand what’s expected for the economy and markets in the coming year, you can better develop a long-term investment strategy. Read our Outlook here.
December 10, 2024
9 Considerations for 2024 Year-End Tax Planning
The end of the year is a great time to start thinking about your taxes for the upcoming year. Here are things you can do now to get on track for 2025.
November 20, 2024
Janney adds $1.1B with ex-Kestra, LPL, and RayJay teams
Recently, we welcomed eight Financial Advisors to Janney from Kestra, LPL, and Raymond James, bringing more than $1 billion in assets collectively. Their decision highlights Janney as a destination of choice for advisors seeking flexible capabilities, an advisor-centric culture, and the autonomy to run their practice—with personalized support for both them and their clients. Read more: https://www.investmentnews.com/broker-dealers/janney-adds-11b-with-ex-kestra-lpl-and-rayjay-teams/258018
October 01, 2024
Estate Planning for Procrastinators
While you cannot predict serious illness or accidents, for your peace of mind now and your family's financial future, be prepared in advance with proper estate planning.
September 03, 2024
Using Life Insurance as a Retirement Planning Tool
Cash value life insurance can offer you both financial security and a tax-deferred way to accumulate additional funds for retirement that can work similarly to a Roth IRA.
August 01, 2024
How to Start Planning Retirement Withdrawals
Planning a retirement withdrawal strategy is a fundamental step toward replacing a traditional paycheck with a long-term retirement “paycheck.”
July 25, 2024
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 02, 2024
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 03, 2024
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.
May 30, 2024
The Goldman Group Joins Janney in Ponte Vedra, Florida
We’re pleased to announce the addition of The Goldman Group in Ponte Vedra, Florida. Previously associated with Wells Fargo Advisors, this experienced team expands our presence in northeast Florida, and is a testament to Janney being a destination for advisors seeking autonomy and the resources of a large firm.
May 21, 2024
Financial Advisor Michael Dargusch Joins Janney in Alexandria, Virginia
We’re pleased welcome Financial Advisor Michael Dargusch in our Alexandria, Virginia office. Formerly associated with Truist, Michael continues Janney’s growth in the Washington, D.C. region, following the opening of an office in Bethesda earlier this year.
May 01, 2024
The McCollum Group Joins Janney in Charlotte
Janney is excited to welcome The McCollum Group in Charlotte, North Carolina. Formerly associated with Baird, the team is led by Financial Advisor Travis McCollum and is a valuable addition to the firm as we continue to expand our presence in the region.
May 01, 2024
Planning Strategies for Remaining 529 Balances
Did you know that if you saved more for college than you needed, new changes to 529 plans allow for unused or leftover savings to be rolled into the beneficiary’s Roth IRA?
April 30, 2024
Shore to Shore Private Wealth Joins Janney in Lewes, Delaware
We’re excited to welcome Shore to Shore Private Wealth in Lewes, Delaware. The experienced four-person team joins Janney from Merrill Lynch. Janney’s independent-minded culture and award-winning capabilities provides the team with the autonomy and resources to build their business around their unique needs.
April 30, 2024
Janney Continues Growth in Washington, D.C. Region with a New Office in Bethesda
I’m excited to share Janney has opened a new office in Bethesda, Maryland with the addition of Financial Advisor Martha Busser from Wells Fargo Advisors. Janney now has six offices and over 40 Financial Advisors in the Washington, D.C. metro region.
April 12, 2024
Investment Themes for the Next Decade
In this report, our Investment Strategy Group reviews the major investment trends that will influence the economy and markets in the coming years, including advancements in artificial intelligence, the impact of aging demographics on health care, and shifts toward clean energy.
