November 26, 2024
Tax-Smart Charitable Gifting Strategies
Effective charitable giving strategies can help maximize your contributions and reduce your taxes. Discover how to make the most of your donations and support the causes you care about. Read more.
November 18, 2024
Clean Energy Investment Implications
Our Investment Strategy Group examines how the shift toward clean energy is shaping economic activity and the long-term investment implications.
November 13, 2024
Investment Implications of Presidential Election Results
Our Investment Strategy Group explores the potential investment implications of the election results and the importance of focusing on long-term investment goals.
November 12, 2024
Feeling prepared to meet those costs is easier when you take a few steps ahead of time.
Are you ready to tackle long-term care costs? Taking proactive steps now can make all the difference. Check out this article for a helpful checklist to guide you on this important journey. Learn more.
October 30, 2024
Summary of Candidate Economic & Fiscal Plans
Our Investment Strategy Group reviews the 2024 presidential candidates' economic and fiscal plans and their potential impact on the economy.
October 29, 2024
Navigating your Medicare Options
Do you have questions about Medicare eligibility, coverage, and how to navigate your options? Read this overview to help you make informed decisions.
October 23, 2024
Which Programs Should You Consider To Cover Health Care Costs?
As you prepare for retirement, it's important to review your options—from Medicare to long-term care insurance—to ensure you're ready to cover your healthcare costs and needs. Read this article to learn more.
October 14, 2024
Lower Inflation and Interest Rates Support Stocks
In this article, our Investment Strategy Group provides an overview of the latest market and economic news.
October 10, 2024
Estate Planning
Are you considering the growth of your estate over time? Even with withdrawals for retirement income, your total estate value could potentially be pushed over the projected exemption amounts. Click here to learn more about estate planning:
https://tinyurl.com/46sjzkup
October 07, 2024
October marks National Disability Employment Awareness Month. Let’s honor the talents, skills, and contributions of workers with disabilities, as we promote accessibility, awareness, and inclusion.
October 04, 2024
Estate Planning
Did you know? If current legislation sunsets, even an extremely conservative rate of return can potentially push your total estate value over the projected exemption amounts.
Click here to learn more about the importance of estate planning:
https://tinyurl.com/46sjzkup
October 02, 2024
Here’s What You Can Do to Prevent Check Fraud
Check fraud is on the rise in the United States. Read this article for some best practices to help protect yourself from becoming a victim.
October 01, 2024
5 Top Cybercrime Trends and How to Combat Them
October is #NationalCybersecurityAwarenessMonth. Click here to read ways you can help protect yourself.
https://tinyurl.com/3shtzn2v
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.
September 30, 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 24, 2024
Janney took home top honors at the WealthManagement.com Industry Awards in the Digital Campaign of the Year category, in addition to being finalists in several other categories. Since 2016, Janney has won a total of 11 awards in categories such as transition support, technology, practice management, and Diversity, Equity, and Inclusion.
Read more: https://bit.ly/3XkEVD5
September 23, 2024
The 7 smartest ways to pay for college
Are you looking to save for your children’s college education but unsure where to start? Here are seven strategies you can consider to help pay for college.
September 18, 2024
What are Other Plan Sponsors Doing? Insights and Trends
Did you miss our webinar on what other businesses who sponsor a retirement plan are doing? No problem!
https://www.janney.com/videos/default-source/default-video-library/webinars/what-are-other-plan-sponsors-doing-insights-trends.mp4
