October 24, 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 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 26, 2024
And They're Off
As Election Day approaches, our Investment Strategy Group examines how presidential elections have historically impacted stock market performance in the medium to long term, offering key insights and challenging common assumptions.
September 26, 2024
The Washington Update
Year-End Planning & Election Update with Jeff Bush.
Join our exclusive virtual seminar!
Political and financial correspondent Jeff Bush of The Washington Update will provide a nonpartisan analysis of what’s going on in Washington, the potential implications of the presidential election, and planning strategies that can help you keep your financial goals on track.
Only those who register and attend can access the post-event recording, so don’t miss out!
September 19, 2024
Landing the Beast
Our Investment Strategy Group reviews the Federal Reserve’s decision to cut interest rates by a half percentage point. Read more about the decision and what it means for the market and interest rates.
September 03, 2024
Using Life Insurance as a Retirement Planning Tool
Cash value life insurance can offer you both financial security and a tax-deferred way to accumulate additional funds for retirement that can work similarly to a Roth IRA.
August 22, 2024
6 Tax Planning Opportunities Before the TCJA Sunsets
The Tax Cuts and Jobs Act of 2017 is scheduled to sunset at the end of 2025. Here are six things to consider to help mitigate your possible potential tax risk.
https://tinyurl.com/yk8jjp2n
August 15, 2024
We’re excited to announce that KKR investment funds and our parent company, The Penn Mutual Life Insurance Company, have signed a definitive agreement under which KKR investment funds will acquire Janney Montgomery Scott.
“We are excited to enter this next chapter in our nearly 200-year history with a new value-added strategic partner. KKR has demonstrated they value our client- and advisor-centric culture and share our deep conviction in the tremendous opportunities ahead for our business,” said Tony Miller, President at Janney. “We look forward to working with KKR to invest further in our growth and enable our talented team to further improve the advice and services we offer our clients.”
Read more: https://bit.ly/4cTVLiD
August 15, 2024
This econ. climate should be 'fertile for stocks': Strategist
Janney’s Chief Investment Strategist recently appeared on Yahoo Finance TV to provide insight into the market volatility last week and what to expect in the weeks ahead.
August 01, 2024
How to Start Planning Retirement Withdrawals
Planning a retirement withdrawal strategy is a fundamental step toward replacing a traditional paycheck with a long-term retirement “paycheck.”
July 29, 2024
Which Type of Special Needs Trust Is Right for You?
A special needs trust is a popular strategy to assist someone in need without risking their eligibility for other programs. Read more about the two types of special needs trusts:
July 02, 2024
Outlook 2024: Mid-Year Update
Janney’s Investment Strategy Group shares its expectations for the economy, equities, and fixed income for the remainder of 2024.
June 06, 2024
Economic Readings Remain Consistent With Further Growth
Learn more about the latest market and economic news in our Investment Strategy Group’s weekly update.
June 03, 2024
The Family Conversation on College Planning
The topic of college planning is one of the most important conversations you can have as a family. This article can help you start one.
May 13, 2024
May Investment Perspectives
In the latest edition of Investment Perspectives, our Investment Strategy Group discusses optimism for European markets, the importance of real yields in the fixed income market, and market expectations for the months ahead.
