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
What Happened to Asset Class Returns in 2022?
Our Investment Strategy Group reviews asset class performance in 2022 and the importance of sticking to long-term investment goals.
January 29, 2023
Discover the emotional and fiscal benefits of philanthropy
Philanthropy can yield heartwarming results and also have lucrative tax benefits. Read this article to learn about some of the fiscal benefits of giving back.
January 29, 2023
Debt Ceiling Debate: What It Means for Bonds
What happens when the U.S. hits its debt ceiling and what does it mean for the bond market? Learn more in this article from our Investment Strategy Group.
January 27, 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 26, 2023
Don’t Overlook This Hidden Retirement Risk
What is sequence of return risk and how can you protect your retirement income from the impact? This article explores some solutions you may consider as part of your overall financial plan.
January 25, 2023
5 common investment tax filing errors
Learn more about five of the common investment tax filing errors and how to avoid them.
January 24, 2023
Home Improvement Credits Under the Inflation Reduction Act
The Inflation Reduction Act has provided several tax opportunities if you plan to purchase an electric vehicle or make energy-efficient home improvements. Read more for an overview of these opportunities.
January 24, 2023
Why Opt for a ‘Total Return’ Retirement Strategy?
Due to several factors, individuals are increasing left with the responsibility for funding their retirement. Read more to see how a ‘total return’ strategy can help prepare you.
January 23, 2023
Long-Term Capital Market Assumptions
In this paper, our Investment Strategy Group outlines its long-term market expectations after a year change and its rationale for improved returns across most asset classes in 2023.
January 23, 2023
The Impact of Gold from a Diversification Standpoint
Our Investment Strategy Group discusses the potential for gold to add portfolio diversification and act as an uncorrelated hedge against equity bear markets. 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 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.
November 17, 2022
Important planning considerations: insurance & long-term care
Protecting your income and assets from the unexpected is an important part of your financial plan. Read more about the significance of insurance and long-term care as a part of the planning process.
