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 25, 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 11, 2023
Simple Safeguards from Cybercrime
In an increasingly digital world, it’s more important than ever to take precautions and be aware of how to stay safe from identity theft and cybercrime. Join our exclusive webinar to hear from Jeff Lanza, retired FBI Special Agent, where he’ll cover simple, valuable tips on how to protect your identity and computer, and be aware of potential scams.
January 03, 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 19, 2022
OUTLOOK 2023 Our Investment Strategy Group presents its expectations for the economy, equities, and fixed income in the new year. https://www.janney.com/latest-articles-commentary/latest-insights/detail/insights/2022/12/15/outlook-2023
December 15, 2022
Short-Term Fixed Income Strategies as Rates Change
For investment portfolios with specific short-term horizons, the recent increase in short-term interest rates has opened up low-risk, income generation opportunities. Our Investment Strategy Group provides several strategies for investors to consider.
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 14, 2022
Life Happens: Adapting Your Estate Plan For Life Events
Life events such as marriage, the birth or adoption of a child, and increased wealth may require adjustments to your estate plan. Join us to learn about the current estate tax environment, different types of trusts, when to use them, and more.
October 11, 2022
Join us for an update on current market levels – including equities, interest rates, commodities, and currencies – as well as technical trends heading into year’s end and the start of 2023. Janney’s Dan Wantrobski, Technical Strategist and Associate Director of Research, will also cover U.S. demographic trends and liquidity concerns, plus sector highlights. Featuring: Dan Wantrobski | Technical Strategist and Associate Director of Research Capital Markets Group, Janney Montgomery Scott
October 03, 2022
Life Events May Trigger Lending Needs
September 19, 2022
Family Love Letter
It’s not easy to plan for the possibility of death or debilitating illness. But, anticipating the unexpected can help to lessen the burden for your loved ones after you are gone. Join us to learn how every family can prepare by properly planning, sharing those plans with loved ones, and reviewing and updating those plans as circumstances change—giving you comfort in the fact that your family will be provided for as well as possible. Register Here: https://advisor.janney.com/janneyevents/community_activity#Family_Love_Letter
September 11, 2022
The Fed is willing to cause some pain in households and the economy to fight inflation, says Mark Luschini
Chief Investment Strategist Mark Luschini appeared on CNBC Power Lunch to weigh in on the Fed's next move in light of inflation, trends in the labor market and consumer spending. Watch the full interview:
September 02, 2022
The Future of Defense Spending
Given the renewed focus on defense spending, our Investment Strategy Group reviews critical aspects of the defense industry and where future modernization dollars could be spent.
August 30, 2022
4 Tips for Navigating Market Volatility | Kiplinger
In this article published in Kiplinger, our Head of Wealth Planning shares important tips and insights that may help you navigate market volatility in a smart and strategic way.
August 08, 2022
Medicare: Learn Your Options
What is Medicare? Do you need it? When and how do you enroll? With a variety of options available, Medicare can seem overwhelming, particularly if you don’t yet know the basics. This presentation can help you navigate through the many different considerations, types of coverages, and costs for you and your family, to help you make informed decisions for your health coverage and financial picture. Featuring Roberta Eckert | Nationwide Retirement Institute.