September 20, 2023
Tax & Estate Planning Virtual Seminar
Whether it’s the possibility of tax laws changing soon or recent updates impacting inherited retirement accounts, there’s a lot to consider when it comes to tax and estate planning.
Join us for this exclusive virtual seminar where we will explore what to do before the 2017 Tax Cuts and Jobs Act sunsets, estate & gift planning strategies, charitable gifting, and income tax planning opportunities, as well as new provisions in Secure Act & Secure Act 2.0, types of beneficiaries and the new 10-year payout, using trusts as beneficiaries, and incorporating Secure Act & Secure Act 2.0 within your financial plan.
September 18, 2023
Determine How Life Insurance Fits in Your Financial Plan
When it comes to life insurance, do you have more questions than answers? If so, use this checklist to start the process of determining if you need it, and if you do--what solution best fits your needs.
September 14, 2023
September Investment Perspectives
In this edition of Investment Perspectives, our Investment Strategy Group takes a look at BRICS+ and potential investment opportunities, determines if bond market supply matters, and discusses the latest market news.
September 12, 2023
The Changing Landscape of 529 Plans
In recent years, there have been numerous policy changes related to 529 plans. Learn more about these changes and the implications for 529 plan owners and beneficiaries.
September 11, 2023
Recent Indicators Suggest a Higher Probability of Achieving Soft Landing
Our Investment Strategy Group discusses the latest market and economic news in its weekly update. Read more.
September 06, 2023
Making a Charitable Gift? Consider a QCD
Should you consider a Qualified Charitable Distribution to satisfy all or part of your required minimum distributions from an IRA while also supporting your charitable giving? Read this article to learn more.
September 05, 2023
Evaluating Your College Savings Withdrawal Strategy
If you have a high school senior who will be attending college next year, you’ll need to start withdrawing from your college savings account(s).
September 05, 2023
Stocks Are Applauding Signs of Cooling in the Overheated Labor Market
Our Investment Strategy Group analyzes what you need to know about the latest market and economic news. Read more.
August 29, 2023
Protecting the value of your business for the next generation
If you're a small business owner, it's important to have a succession plan in place. Read more to make sure you are prepared to protect the value of your business.
August 28, 2023
Stocks Remain in Consolidation Phase With Key Support Levels Holding
In this article, our Investment Strategy Group provides an overview of the latest market and economic news.
August 18, 2023
Approaching Retirement: What You Should Be Doing Now
After years of saving and working toward your financial goals, it’s finally time to retire - but what’s next? Learn more about some considerations and questions to ask yourself to ensure a smooth transition to retirement.
August 17, 2023
Stocks Remain Supported by a Healthy Labor Market and Lower Inflation
Our Investment Strategy Group discusses the latest market and economic news in its weekly update. Read more.
August 16, 2023
Insurance Solutions for Business Owners
Insurance has the ability to be a multi-faceted and multi-purpose tool for your business. Here are some important considerations for the protection of you and your business, including how insurance can align with your business goals.
August 15, 2023
Janney Earns Great Place to Work Certification for Second Consecutive Year
It’s official! Janney has earned the Great Place to Work certification for the second consecutive year. This prestigious honor is based entirely on what current employees say about their experience working at Janney. Congrats Team Janney.
August 14, 2023
Tax-Smart Charitable Gifting Strategies
Are you looking to support the charities you care about and save on your taxes at the same time? Learn more about charitable gifting strategies that could fit your situation and financial plan.
August 10, 2023
August Investment Perspectives
In the latest edition of Investment Perspectives, our Investment Strategy Group explores why GDP matters for investors, how to structure long-term bond portfolios, and reviews the latest market and economic information.
