February 01, 2023
What You Need to Know about the Secure Act 2.0
Outlined here are highlights of the new SECURE Act 2.0 that may impact you—both now and in the years to come.
January 30, 2023
5 common investment tax filing errors
Learn more about five of the common investment tax filing errors and how to avoid them.
January 26, 2023
New Secure 2.0 Law Makes 529 Plans Far More Attractive
Janney’s Senior Tax and Estate Planner spoke with Barron’s about how the Secure 2.0 Act could make it easier to preserve the tax-advantaged status of unused funds in 529 plans. Learn more.
January 19, 2023
Fading Inflation Should Lead to a less-Aggressive Fed
Our Investment Strategy Group analyzes what you need to know about the latest market and economic news. Read more.
January 13, 2023
Markets and Elections: Could Three Be Charming Again?
Our Investment Strategy Group reviews historical market trends for the third year of a presidential cycle and what it means for investors.
January 12, 2023
Weaker Economic Momentum but Fading Inflation
In this article, our Investment Strategy Group provides an overview of the latest market and economic news.
January 09, 2023
Outlook 2023
In its Outlook 2023 report, our Investment Strategy Group outlines their expectations for the economy, equity and fixed income markets, and interest rates for the year ahead. Read more.
January 03, 2023
Outlook 2023
Outlook 2023 offers the Janney Investment Strategy Group’s baseline forecasts for the economy and equity and fixed income markets in the coming year.
December 22, 2022
Look Back to Look Ahead
Our Investment Strategy Group analyzes seasonal investment patterns and how investors can use them to assess market potential.
December 22, 2022
Tax Information & Forms
Check out our list of 2023 Client Tax Resources for updated mailing schedules, resources and forms as you prepare for tax season.
December 15, 2022
Slow Economic Growth and Receding Inflation Continue
Our Investment Strategy Group discusses the latest market and economic news in its weekly update. Read more.
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.
December 08, 2022
Resilient Labor Market Supports Economic Expansion
Our Investment Strategy Group analyzes what you need to know about the latest market and economic news.
December 01, 2022
More Indicators Consistent With Future Economic Weakness
In this article, our Investment Strategy Group provides an overview of the latest market and economic news.
November 25, 2022
Consumer Demand Holding Up Well as We Start Fourth Quarter
Our Investment Strategy Group discusses the latest market and economic news in its weekly update. Read more.
November 18, 2022
Stock market bottom will be determined by recession aversion, says Janney Montgomery Scott's Luschini
Our Chief Investment Strategist Mark Luschini recently joined CNBC to discuss his outlook for the economy and stock market as well as his expectations for inflation and interest rates.
