December 01, 2023
9 Considerations for 2023 Year-End Tax Planning
Find time for your financial health during your holiday plans by considering the year-end estate and tax planning strategies highlighted in this article.
November 16, 2023
November Investment Perspectives
In this issue of Investment Perspectives, our Investment Strategy Group examines the odds of a recession within the next year, bond market sensitivity to supply, and seasonal market bias.
November 01, 2023
Make Long-Term Care a Part of Your Financial Plan
It’s Long-Term Care Awareness Month—are you prepared to handle the costs of a long-term care event in your retirement years? This article can help you plan for them.
October 03, 2023
Saving for Retirement? Now There’s More Time to Make Catch-Up Contributions
Eligible Americans saving for retirement can continue catch-up contributions on pretax basis through 2025, under a change recently issued by the Internal Revenue Service (IRS).
September 26, 2023
A Holding Pattern
Our Investment Strategy Group discusses the Federal Reserve's decision to leave interest rates unchanged and what it means for investors.
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 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).
August 07, 2023
A Second Downgrade for the U.S.
Our Investment Strategy Group discusses Fitch’s downgrade of the U.S. credit rating to AA+ and any potential implications investors need to know.
August 02, 2023
Window of Opportunity: Leveraging the Estate and Gift Tax Exemption
In anticipation of a significant decrease of the estate and gift tax exemption limit, here are strategies to help leverage this opportunity through tax-efficient wealth transfer.
July 13, 2023
Outlook 2023: Mid-Year Update
In its mid-year update, our Investment Strategy Group reviews important market and economic trends and what investors should expect for the rest of 2023.
July 03, 2023
What to Do Before the TCJA Provisions Sunset
The Tax Cuts and Jobs Act of 2017 is currently scheduled to sunset at the end of 2025, meaning significant changes are on the horizon for taxpayers. This article provides strategies to help mitigate the potential tax risks.
June 29, 2023
Artificial Intelligence Investment Implications
In this report, our Investment Strategy Group reviews the growth of artificial intelligence and the potential for major investment implications and opportunities.
June 22, 2023
Using insurance to help protect your income
Insurance can be a valuable tool when it comes to your family’s safety and security. Learn about the benefits of life and disability insurance in helping protect your income.
June 12, 2023
Strength & Stability | Janney Montgomery Scott
Be confident the firm you choose today will be the same one you work with tomorrow. Learn more about Janney’s pillars of stability and our legacy of more than 190 years.
June 07, 2023
Prevent Phishing Attacks
Phishing scams continue to become more common and sophisticated. Here is a checklist of things to do to recognize and avoid these scams so you can protect both your identity and your assets.
May 04, 2023
Republican Bill Moves Debt-Ceiling Process Forward
Our Investment Strategy Group offers six key points for investors to know after House Republicans passed a debt ceiling bill.
May 01, 2023
FDIC Insurance: How It Protects Your Cash & How to Increase Coverage
Are you concerned about bank failures? This article explains how FDIC insurance helps safeguard your money, and how you can potentially increase that coverage.