July 01, 2025
Outlook 2025: Mid-Year Update
Our Investment Strategy Group outlines their expectations for the economy in the second half of 2025, as well as possible scenarios for the equity and fixed-income markets.
June 30, 2025
Even with global tensions, markets stay focused on fundamentals. The Fed maintains a positive outlook, inflation is easing, and stocks continue to show resilience.
Read the full market perspective in our Investment Strategy Group’s latest weekly update: https://www.janney.com/wealth-management/education/market-commentary/detail/insights/2025/06/23/stocks-continue-to-look-past-the-israel-iran-conflict
June 24, 2025
In retirement planning, timing is key. But market volatility can be a concern.
Annuities may provide a steady income stream and help manage market volatility in retirement. Learn how they might fit into your strategy.
Read more here: https://www.janney.com/wealth-management/education/all-education/detail/education/2025/05/05/timing-is-everything-using-annuities-as-a-retirement-planning-tool
June 13, 2025
Have leftover 529 funds? You have options!
From transferring funds to other family members to leveraging them in estate planning, explore various strategies to make the most of your savings.
Read more here: https://www.janney.com/wealth-management/education/all-education/detail/education/2025/04/10/planning-strategies-for-remaining-529-balances
June 09, 2025
I'm excited to attend Janney’s Wealth Management Conference in Baltimore—an exceptional opportunity to gain new insights, connect with fellow Janney advisors, leaders, and industry experts, and strengthen my value to my clients. I look forward to learning, collaborating, and sharing key takeaways!
June 04, 2025
Financial Planning: Bringing Stability—and Possibility—to Your Life
Financial planning isn’t just about retirement or saving for the future, it can also be about accomplishing your lifestyle goals—like world travel or a buying a second home.
May 28, 2025
Our Investment Strategy Group analyzes what you need to know about the latest market and economic news.
Read here: https://www.janney.com/wealth-management/education/market-commentary/detail/insights/2025/05/15/reduced-trade-uncertainty-mitigates-recession-risk
May 21, 2025
Preparing to fund your child's education? Whether you're a parent or grandparent, it's crucial to plan ahead.
Explore this checklist for smart strategies.
Read more: https://www.janney.com/wealth-management/education/all-education/detail/education/2025/02/05/funding-the-cost-of-college-checklist
May 19, 2025
Market ups and downs don’t have to derail your retirement strategy.
This article outlines three steps to help you stay focused on long-term financial planning goals.
Read more here: https://www.janney.com/wealth-management/education/all-education/detail/education/2025/05/01/navigating-volatile-markets-during-pre-and-post-retirement
May 16, 2025
IRS Limits on Retirement Plan Benefits
If you sponsor a 401(k) plan, here is a helpful guide that includes 2025 contribution and compensation limits, including the new special catch-up contribution.
May 01, 2025
Leveraging Annuities During Market Uncertainty
Annuities can be a powerful tool for securing your investments—offering asset protection, tax deferral, guaranteed income, and peace of mind. Read this article to learn more.
April 23, 2025
Protect Yourself From Scams Targeting Retirees
Retirees are prime targets for scammers. Learn how to safeguard your or your loved one’s finances in this article: https://www.janney.com/wealth-management/education/all-education/detail/education/2024/10/11/protect-yourself-from-scams-targeting-retirees
#FraudPrevention #ScamAwareness #ProtectYourself #Janney
April 15, 2025
Secure 2.0 Act: What Plan Sponsors Need to Know Now
The SECURE 2.0 Act is bringing key changes that will impact retirement plan design and participant savings strategies in 2025. Here’s what you need to know to prepare.
April 14, 2025
Generation Z: Different Values, Behaviors, and Perspectives
Generation Z is bringing fresh perspectives to the financial world. Learn how their values and behaviors are shaping their approach to money and what it means for their financial future.
#GenZ #FinancialPlanning #Investing #Janney
April 07, 2025
Stocks Struggle to Digest Aggressive Tariff Announcement
Learn more about the latest market and economic news in our Investment Strategy Group’s weekly update.
April 02, 2025
Strategies to Navigate Market Volatility
Given the current market conditions and uncertainty, investors should focus on what they can control. For useful strategies, read more here: https://www.janney.com/wealth-management/education/all-education/detail/education/2024/08/08/three-strategies-to-navigate-market-volatility
