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 27, 2023
I’m looking forward to attending the Barron’s Advisor Women Summit this week, where I’ll have the opportunity to connect with some of the industry’s most accomplished women advisors and learn insights for improving my practice and client service.
November 20, 2023
Janney Expands Investment Banking Platform with Acquisition of TM Capital
Janney has agreed to acquire TM Capital, a premier middle market investment bank specializing in M&A advisory. The acquisition brings together two firms with shared values to offer a more diverse set of products and services to better serve our clients.
November 13, 2023
Our annual Toys for Tots donation drive is in full swing, & we're hoping you will get into the spirit & join us! Please drop off your donations at 1700 Westgate Drive, Suite 103, York, PA 17408 between 8:30am-4pm before December 8th (so Santa has enough time to fill his sleigh).
November 02, 2023
We recently helped “pack the rack” at Janney’s Women Advisors Forum, benefitting Dress For Success, a non-profit that empowers women to achieve economic independence by providing a network of support, professional attire and the development tools to help women thrive in work and life.
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 17, 2023
Growing chance U.S. economy is entering a nascent productivity boom: Janney Montgomery Scott's Lebas
Janney’s Chief Fixed Income Strategist recently appeared on CNBC to discuss what investors should know about inflation, interest rates, and fixed income investment strategies. Watch here.
October 12, 2023
I’m looking forward to attending Janney’s Women Advisors Forum in Philadelphia next week. This excellent event will bring together women advisors, Janney leaders, and industry experts to enhance my knowledge and help me better serve my clients.
October 05, 2023
Guy LeBas discusses the bond market and economic news
Our Chief Fixed Income Strategist Guy LeBas recently joined CNBC to discuss rising Treasury yields, interest rates, and fixed income investment strategies. Watch here.
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 13, 2023
Online Access Estate Organizer
Estate Organizer, a new financial wellness tool available in Online Access, allows clients to manage estate planning documents and contacts, so loved ones, beneficiaries, and personal representatives know exactly what to do. Watch this video 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).
August 11, 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 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 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.
July 03, 2023
Better valuations are ahead for bank stocks following stress test results: Christopher Marinac
Janney’s Director of Research recently joined CNBC to discuss the results of the Federal Reserve’s banking stress test and what that means for bank stocks moving forward.
June 23, 2023
It was great to attend Janney’s Wealth Management Conference. The event was informative and motivational as I learned more about the latest industry trends and had the opportunity to network with some of my colleagues. I look forward to utilizing the insights with my clients.
June 22, 2023
What to Do Before the Tax Cuts and Jobs Act Provisions Sunset
Parts of the Tax Cuts and Jobs Act are set to expire by the end of 2025, meaning significant changes for taxpayers. In an article for Kiplinger, our Head of Wealth Planning shared an overview of the implications and strategies to help mitigate the potential tax risks. Read here: