April 11, 2024
Window of Opportunity: Leveraging the Estate and Gift Tax Exemption
Consider the planning strategies outlined in this article to take advantage of the current estate and gift tax exemption before its sunset at the end of 2025.
April 04, 2024
Stock Market Dynamics Remain Healthy
In this article, our Investment Strategy Group provides an overview of the latest market and economic news.
March 14, 2024
Business Surveys Consistent With Growth While Cyclical Stocks Favored
Learn more about the latest market and economic news in our Investment Strategy Group’s weekly update.
March 01, 2024
Consider a Backdoor Roth if You Make Too Much to Contribute to a Roth IRA
If your income is too high for a Roth IRA, consider this backdoor strategy, which allows you to convert from a traditional IRA to a Roth—despite IRS-imposed income limits.
February 22, 2024
February Investment Perspectives
In this issue of Investment Perspectives, our Investment Strategy Group discusses the surge in demand for copper, four key themes for the bond market in 2024, and long-term stock market considerations.
February 15, 2024
U.S. stocks should keep advancing
Janney’s Chief Investment Strategist recently appeared on Reuters "Markets Now" to discuss market valuations, and why the market can continue higher despite bumps in the road.
February 01, 2024
Tax Information & Forms
Be sure to check out our 2023 Client Tax Resources for updated mailing schedules, resources, and tax forms as you prepare for upcoming tax deadlines.
January 03, 2024
Outlook 2024
Outlook 2024 offers the Janney Investment Strategy Group’s baseline forecasts for the economy and equity and fixed income markets in the coming year.
December 28, 2023
529 Plans: A Tax-Efficient Way to Fund Your Grandchildren’s Education
There are several advantages to using 529 Plans to help fund a grandchild’s education, including:
- Contributions are treated as gifts, which removes assets from your estate, providing potential tax benefits.
- Allows for tax-deferred growth as all earnings are withdrawn tax-free when used for permitted education purposes.
- You maintain control of the assets, unlike other types of gifts, as funds can only be used according to the will and direction of the account holder.
Read more about these advantages and other considerations when using 529 plans to help fund education for the next generation and see if this solution is right for you.
December 04, 2023
Discover the Emotional and Fiscal Benefits of Philanthropy
There are many options for charitable giving, from direct contributions of cash and property, to donor-advised funds, foundations, and charitable trusts. Read more about your options.
December 04, 2023
Janney's 2024 Market Outlook
The Federal Reserve has made significant progress in bringing down inflation while maintaining growth in the U.S. economy. Can it continue in 2024? Join our exclusive virtual presentation where Janney’s Investment Strategy Group shares their views on the current state, their outlook for the coming year, 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
December 01, 2023
9 Considerations for 2023 Year-End Tax Planning
Find time for your financial health during your holiday plans by considering the year-end estate and tax planning strategies highlighted in this article.
November 13, 2023
November Investment Perspectives
In this issue of Investment Perspectives, our Investment Strategy Group examines the odds of a recession within the next year, bond market sensitivity to supply, and seasonal market bias.
November 01, 2023
Make Long-Term Care a Part of Your Financial Plan
It’s Long-Term Care Awareness Month—are you prepared to handle the costs of a long-term care event in your retirement years? This article can help you plan for them.
October 19, 2023
October Investment Perspectives
In this edition of Investment Perspectives, our Investment Strategy Group discusses its current economic outlook, how interest rates provide signals regarding economic conditions, and why technical factors may increase equity exposure in October.
October 19, 2023
Labor Market Strength Remains Consistent With Further Economic Growth
In this article, our Investment Strategy Group provides an overview of the latest market and economic news.