Research & Insights

Access our latest research and insights covering market news, financial planning topics, and more.

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2020 Economic Outlook: Four Important Considerations
2019 was a year of positive economic growth in the US that translated into substantial market gain in the Dow, Nasdaq and the S&P 500. What about 2020?
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Kingston Retirement Group in the News
Check out these articles, submitted by Peter Shelp, Susan Whitesell and Adam Shelp that have been featured in local publications such as The Business Journal
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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.
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May Investment Perspectives
We examine why it has not looked like a recession yet, how the Fed policy tools have changed, and whether the stock market will remain resilient through the coming months.
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Your Assets are in Good Hands: Resources and Account Protection at Janney
Through every market condition, through every stage of your life—and your family’s life—Janney provides stability and coverage for the safety and security of your assets.
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Using Life Insurance as a Retirement Planning Tool
Cash value life insurance can offer you both financial security and a tax-deferred way to accumulate additional funds for retirement that can work similarly to a Roth IRA.
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The Changing Landscape of 529 Plans
Over the last few years, there have been a number of policy changes related to 529 plans due to the introduction of the PATH Act, Tax Cuts & Jobs Act, SECURE Act, CARES Act, and most recently the SECURE Act 2.0.
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Portfolio Construction
A home and investment portfolio are two of the most important family assets.
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Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.