News and Commentary
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
May 18, 2023

Janney’s Mid-Year Market Update
What’s next for the economy and markets?
Inflation has cooled but the Federal Reserve remains guarded – and those forces are causing volatility in the financial markets, as sentiment is whipsawed from bull to bear. Join our exclusive virtual seminar where Janney’s Investment Strategy Group shares their views on the current state, their outlook for the future, and what you should know about the economy and markets’ potential impact on your portfolio strategy.
Featuring: Janney’s Investment Strategy Group
Mark Luschini | Chief Investment Strategist
Mike Halloran | Equity Strategist
Guy LeBas | Director Custom Fixed Income Solutions
May 15, 2023

FDIC Insurance: How It Protects Your Cash & How to Increase Coverage
In the rare case of a bank collapse, FDIC insurance helps safeguard the money you deposit into your accounts. Learn more about how the insurance works, what accounts are covered, and how to increase your coverage.
May 13, 2023

Janney Improves Client Experience with Enhancements to its Secure Client Portal
We recently made enhancements to Online Access, Janney's secure client portal, based on extensive research and client feedback. The increased functionality provides simpler access to more information and tools to help clients manage their financial life.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.

Retirement Planning Consideration for Employees of Publicly Traded Companies
Most employers that are publicly traded companies offer employees the ability to buy company stock within their retirement plan. If this happens to be an option within your company 401(k) and you decide to take advantage of it, beware of your distribution options when you decide to retire. Many soon to be retirees make the mistake of rolling over the entire balance of their 401(k) into an IRA before fully understanding the options available to them. This is often done out of ignorance for the rules or lack of working with a qualified financial planner, and the consequences can be costly.

Tax Diversification Matters
The creation and preservation of wealth go hand in hand with reducing ones tax burden. However, avoiding current taxation in hopes of being in a lower tax bracket in retirement may not work out as many expect. The top federal income tax bracket in 2019 is only 37%. You may believe 37% is not low, but it has been much higher in years past. According to the Bradford Tax Institute, the top federal income tax rate was above 60% from 1932 all the way to 1981. Why worry now? The primary driver of future tax increases will be the escalating federal debt, and that figure is ever increasing due to a mismatch in government spending versus revenues.

Janney Insured Sweep
Janney Insured Sweep puts your cash to work at a competitive market interest rate at one or more participating banks, and provides Federal Deposit Insurance Corporation (FDIC) protection.