September 19, 2023
September Investment Perspectives
In this edition of Investment Perspectives, our Investment Strategy Group takes a look at BRICS+ and potential investment opportunities, determines if bond market supply matters, and discusses the latest market news.
September 13, 2023
The Changing Landscape of 529 Plans
In recent years, there have been numerous policy changes related to 529 plans. Learn more about these changes and the implications for 529 plan owners and beneficiaries.
September 05, 2023
Evaluating Your College Savings Withdrawal Strategy
If you have a high school senior who will be attending college next year, you’ll need to start withdrawing from your college savings account(s).
August 02, 2023
Window of Opportunity: Leveraging the Estate and Gift Tax Exemption
In anticipation of a significant decrease of the estate and gift tax exemption limit, here are strategies to help leverage this opportunity through tax-efficient wealth transfer.
July 20, 2023
Using insurance to help protect your income
Insurance can be a valuable tool when it comes to your family’s safety and security. Learn about the benefits of life and disability insurance in helping protect your income.
July 12, 2023
The 7 smartest ways to pay for college
Are you looking to save for college? A good approach is to use a combination of the seven college funding strategies outlined in this article.
July 12, 2023
Outlook 2023: Mid-Year Update
In its mid-year update, our Investment Strategy Group reviews important market and economic trends and what investors should expect for the rest of 2023.
July 09, 2023
The Washington Update
An overview of the political environment, prospective legislation, and strategies for investment and retirement planning. Congress passed a spate of legislation last year, including SECURE Act 2.0, which extends the “ROTHification” of retirement savings in the United States. Learn about the many opportunities and changes for retirement savers and retirees during our exclusive virtual seminar. Political and financial correspondent Jeff Bush will provide a nonpartisan, comprehensive overview of the political environment, prospective legislation, and strategies for investment and retirement planning to help you stay on track toward your financial goals.
July 07, 2023
Artificial Intelligence Investment Implications
In this report, our Investment Strategy Group reviews the growth of artificial intelligence and the potential for major investment implications and opportunities.
July 03, 2023
What to Do Before the TCJA Provisions Sunset
The Tax Cuts and Jobs Act of 2017 is currently scheduled to sunset at the end of 2025, meaning significant changes are on the horizon for taxpayers. This article provides strategies to help mitigate the potential tax risks.
June 09, 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.
June 06, 2023
Make Long-Term Care a Part of Your Financial Plan
Having a plan in place for long-term care needs may help you and your loved ones navigate a difficult time without additional financial and emotional stress. Here are some questions to consider.
June 02, 2023
529 Plans: A Tax-Efficient Way to Fund Your Grandchildren’s Education
In this article, explore the advantages and considerations of using 529 plan accounts to save for and help fund your grandchildren’s college education.
May 31, 2023
What to Consider as Debt-Ceiling Drama Unfolds
Our Investment Strategy Group outlines some of the potential risks of a debt ceiling breach, what to expect within the financial markets, and steps investors could take in the short term.
May 26, 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 21, 2023
The Changing Landscape of 529 Plans
Over the last few years, a number of policy changes have impacted 529 plans. Learn more about these changes and the implications for 529 plan owners and beneficiaries.
May 18, 2023
Debt-Ceiling Lessons from 2011
Our Investment Strategy Group analyzes historical data surrounding the debt ceiling and what lessons long-term investors can learn.