July 23, 2024
![Tax-Smart Charitable Gifting Strategies Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/a24aa43b310840ff9340924b283e8947.jpg)
Tax-Smart Charitable Gifting Strategies
Did you know you can save on taxes while supporting your favorite charities and causes? Learn more about several tax-smart strategies when giving charitable gifts.
July 18, 2024
![Status and Investment Implications of Infrastructure, Clean Energy, and Semiconductor Spending Acts Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/a039acd2618b4b9aac9446d00a60b200.jpg)
Status and Investment Implications of Infrastructure, Clean Energy, and Semiconductor Spending Acts
Our Investment Strategy Group breaks down the economic and investment implications of recent major government spending initiatives on infrastructure, clean energy and semiconductor technology.
July 16, 2024
![Discover Generous New Tax Credits for Start-Up 401(K) Plans Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/5342576c384e40bb9d55530f955d8437.jpg)
Discover Generous New Tax Credits for Start-Up 401(K) Plans
Newly expanded tax credits are available for employers establishing first-time 401(k) plans for their employees that may offset most or all plan costs for the first three years. Learn more about these credits and the benefits to your business.
July 11, 2024
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July Investment Perspectives
In the latest edition of Investment Perspectives, our Investment Strategy Group examines the price of gold, reviews the recent concerns around liquidity, and provides expectations for stocks over the next several months.
July 09, 2024
![Building a Personalized Asset Allocation Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/35387cac7d814c5c9082822c6968ad90.jpg)
Building a Personalized Asset Allocation
It is essential to have a well-defined target asset allocation as part of your financial plan. Learn more about the importance asset allocation and some strategies to find the right balance with your investments.
July 04, 2024
![Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/1f2f8abecc86425e9aba666d9e8e1cd6.jpg)
Today, we celebrate the land of the free and the home of the brave. Happy Independence Day.
July 02, 2024
![Are You Incorporating Secure Act 2.0 Provisions into Your Financial Plan? Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/add7679fae5c4be5a11840d958d46c15.jpg)
Are You Incorporating Secure Act 2.0 Provisions into Your Financial Plan?
The SECURE Act 2.0 has numerous provisions designed to help individuals save for retirement that are either in place now or will become effective in the coming years. Learn more about the most important changes and how they could help you save for retirement more effectively.
July 02, 2024
![Outlook 2024: Mid-Year Update Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/3344dc6adfc2493cb4cd930efc92ceee.jpg)
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 28, 2024
![529 Plans: A Tax-Efficient Way to Fund Your Grandchildren’s Education Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/3b17f7c585b84da49ffe16b10a480c62.jpg)
529 Plans: A Tax-Efficient Way to Fund Your Grandchildren’s Education
Read this article to explore the tax benefits and other considerations of using 529 plan accounts to save for and help fund a grandchild’s college or private K-12 education.
June 27, 2024
![Outlook 2024: Mid-Year Update Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/ed8be6baed9a40a2823d1bfea3857c59.jpg)
Outlook 2024: Mid-Year Update
In its Mid-Year Update, Janney’s Investment Strategy Group provides insights and expectations for the economy, equity and fixed income markets, and investment implications for the rest of 2024.
June 20, 2024
Our team is consistently called upon by leading national, local, and trade publications to provide trusted insights and expertise on timely topics and industry trends. From CNBC to Barron’s, check out the highlights included in this video.
June 20, 2024
![Evaluating Your College Savings Withdrawal Strategy Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/e28742de65e44118ae29a0e7b9caf3c6.jpg)
Evaluating Your College Savings Withdrawal Strategy
After your child gets accepted into college, prepare yourself to start withdrawing funds from your college savings accounts by understanding these considerations, including maximizing your 529 plan, tax implications, and financial aid eligibility.
June 17, 2024
![Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/88dba95c19354b3b957b17af2eaa66da.jpg)
Attending Janney’s 2024 Wealth Management Conference was a valuable experience. I heard from several speakers who offered timely perspectives and insights on topics such as Social Security planning, Medicare, artificial intelligence, and market and economic updates.
I look forward to using these insights to improve my advice to clients and help them achieve their goals.
June 10, 2024
![Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/5027e525607a4436bb897edf994a63ab.jpg)
I’m looking forward to attending Janney’s 2024 Wealth Management Conference. It will be an excellent opportunity to connect with colleagues and hear from leading industry experts about the latest financial planning and investment trends to help meet the unique needs of my clients.
June 06, 2024
![Using Real Yields to Position Fixed Income Portfolios Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/84a5c4edbc394c92ae96507514c9aae5.jpg)
Using Real Yields to Position Fixed Income Portfolios
Our Investment Strategy Group explains the importance of real yields to help you better position and strengthen your fixed income investments. Learn more about real yields and their significance in current market conditions.
June 04, 2024
![The Importance of “What if” Planning Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/4847a29198674bea918090f2762053df.jpg)
The Importance of “What if” Planning
It’s important to plan ahead and have a “what if” plan to help protect your assets during unexpected life events. Read more for insight on what to do if a considerable change occurs in your life.