News and Commentary

With costs on the rise and fluctuating incomes, many of my clients are looking for ways to supplement their monthly income. Some believe rental properties or a side hustle are the only solutions to increase cash flow, but both of these options may require more time than they have. It's worth considering this alternative. With the Federal Reserve lowering interest rates, income-generating assets are back in focus. Janney’s latest piece brings together insights from our Investment Strategy Group, Wealth Management, and Capital Markets teams to explore key asset classes and strategies for navigating this environment.

Couldn't attend our recent PlanWise webinar? No problem—click below to watch the full recording.

The One Big Beautiful Bill Act both preserves existing tax benefits and introduces provisions that may encourage you to rethink the timing and method of your gifts.