October 01, 2024
Estate Planning for Procrastinators
While you cannot predict serious illness or accidents, for your peace of mind now and your family's financial future, be prepared in advance with proper estate planning.
October 01, 2024
Cyclical Stocks Reacting Favorably to Fed Interest Rate Cuts
In its weekly update, our Investment Strategy Group breaks down the latest market and economic news.
September 25, 2024
The First Cut is the Deepest: Bond Markets in the Next Stage of the Cycle
Our Investment Strategy Group examines how the bond market could respond in the month ahead to the Federal Reserve's recent rate cut, highlighting the key factors shaping today’s economic environment.
September 25, 2024
Healthy Economic Readings Now Supported by Fed Interest Rate Cuts
In this article, our Investment Strategy Group provides an overview of the latest market and economic news.
September 19, 2024
Labor Market and Inflation Consistent With Interest Rate Cuts
Our Investment Strategy Group discusses the latest market and economic news in its weekly update. Read more.
September 19, 2024
Landing the Beast
Our Investment Strategy Group reviews the Federal Reserve’s decision to cut interest rates by a half percentage point. Read more about the decision and what it means for the market and interest rates.
September 16, 2024
September Investment Perspectives
In the latest edition of Investment Perspectives, our Investment Strategy Group explores the current state of the labor market, anticipated interest rate cuts, and historical market performance in September.
September 11, 2024
The Washington Update
Year-End Planning & Election Update with Jeff Bush.
Join our exclusive virtual seminar!
Political and financial correspondent Jeff Bush of The Washington Update will provide a nonpartisan analysis of what’s going on in Washington, the potential implications of the presidential election, and planning strategies that can help you keep your financial goals on track.
Only those who register and attend can access the post-event recording, so don’t miss out!
September 04, 2024
Business Surveys Signal Sustained Economic Expansion
Our Investment Strategy Group analyzes what you need to know about the latest market and economic news. Read more.
September 03, 2024
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.
August 29, 2024
And They're Off
As Election Day approaches, our Investment Strategy Group examines how presidential elections have historically impacted stock market performance in the medium to long term, offering key insights and challenging common assumptions.
August 27, 2024
Evidence of Economic Resilience but Slower Growth Ahead
In this article, our Investment Strategy Group provides an overview of the latest market and economic news.
August 22, 2024
Three Strategies to Navigate Market Volatility
The best time to adopt new investing strategies is rarely in the middle of market volatility. However, it is a great time to review your financial plan and uncover any opportunities or benefits. Here are three actions to take during a volatile market.
August 19, 2024
Economic Readings Consistent With Further Growth and Lower Inflation
Our Investment Strategy Group discusses the latest market and economic news in its weekly update. Read more.
August 16, 2024
August Investment Perspectives
In the latest edition of Investment Perspectives, our Investment Strategy Group discusses the importance of focusing on the macroeconomic environment, what to know about floating rate bond performance during rate cuts, and expectations for the stock market.
August 13, 2024
Thoughts on Current Market Pullback
In its weekly update, our Investment Strategy Group breaks down the latest market and economic news.
August 01, 2024
How to Start Planning Retirement Withdrawals
Planning a retirement withdrawal strategy is a fundamental step toward replacing a traditional paycheck with a long-term retirement “paycheck.”
July 24, 2024
We’re excited to announce that KKR investment funds and our parent company, The Penn Mutual Life Insurance Company, have signed a definitive agreement under which KKR investment funds will acquire Janney Montgomery Scott.
“We are excited to enter this next chapter in our nearly 200-year history with a new value-added strategic partner. KKR has demonstrated they value our client- and advisor-centric culture and share our deep conviction in the tremendous opportunities ahead for our business,” said Tony Miller, President at Janney. “We look forward to working with KKR to invest further in our growth and enable our talented team to further improve the advice and services we offer our clients.”
Read more: https://bit.ly/4cTVLiD
