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 03, 2024
![The Family Conversation on College Planning Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/0aabe436af5c47dcaa79b3636f891dac.jpg)
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 15, 2024
![Janney's 2024 Mid-Year Market Update Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/b99ed798dc6e44d6954d300053b1a9e1.jpg)
Janney's 2024 Mid-Year Market Update
What’s next for the economy and markets?
Join our exclusive virtual presentation where Janney’s Investment Strategy Group shares its views on the economy and markets, its outlook for the remainder of 2024, and what you should know about the potential impact on your portfolio strategy.
Featuring: Janney’s Investment Strategy Group
May 01, 2024
![Planning Strategies for Remaining 529 Balances Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/05354e6ebf4748afbeb7bd0b3ca46d43.jpg)
Planning Strategies for Remaining 529 Balances
Did you know that if you saved more for college than you needed, new changes to 529 plans allow for unused or leftover savings to be rolled into the beneficiary’s Roth IRA?
April 24, 2024
![April Investment Perspectives Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/1145a7d933894832a5091ba4c2590d62.jpg)
April Investment Perspectives
In the latest edition of Investment Perspectives, our Investment Strategy Group discusses what you need to know about economic activity in the Eurozone, declining interest rate volatility, and recent stock market performance.
April 19, 2024
![3 Tax-Planning Considerations Ahead of Next Year's TCJA Sunset Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/73600bacf13141689ad389d12ef740c3.jpg)
3 Tax-Planning Considerations Ahead of Next Year's TCJA Sunset
The Tax Cuts and Jobs Act of 2017 is scheduled to sunset at the end of 2025, meaning significant changes could be on the horizon for taxpayers. Learn about some things to consider and strategies to help mitigate the potential tax risks.
April 11, 2024
![Window of Opportunity: Leveraging the Estate and Gift Tax Exemption Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/c9772ce5065d44d8b5202395eac821ff.jpg)
Window of Opportunity: Leveraging the Estate and Gift Tax Exemption
Consider the planning strategies outlined in this article to take advantage of the current estate and gift tax exemption before its sunset at the end of 2025.
March 13, 2024
![Simple Safeguards: How to Protect Yourself from Identity Theft and Cybercrime. Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/0022e7694839462da57bc0b83279d11c.jpg)
Simple Safeguards: How to Protect Yourself from Identity Theft and Cybercrime.
Janney has once again invited retired FBI Special Agent, Jeff Lanza to present his popular webinar on how to protect yourself from the latest trends in identity theft and cybercrime. You won’t want to miss this valuable program!
Featuring Jeff Lanza, Retired FBI Special Agent
March 01, 2024
![Consider a Backdoor Roth if You Make Too Much to Contribute to a Roth IRA Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/f61d3bf4e13a499d997895853a9dfc8d.jpg)
Consider a Backdoor Roth if You Make Too Much to Contribute to a Roth IRA
If your income is too high for a Roth IRA, consider this backdoor strategy, which allows you to convert from a traditional IRA to a Roth—despite IRS-imposed income limits.
February 01, 2024
![Outlook 2024 Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/5f96086f91a14b25b693dae643be8d99.jpg)
Outlook 2024
In its Outlook 2024 report, our Investment Strategy Group outlines their expectations for the economy, equity and fixed income markets, and interest rates for the year ahead. Read more.
February 01, 2024
![Tax Information & Forms Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/664cde9a88724c218464bc3d9d85f345.jpg)
Tax Information & Forms
Be sure to check out our 2023 Client Tax Resources for updated mailing schedules, resources, and tax forms as you prepare for upcoming tax deadlines.
January 23, 2024
![Look Out For These Top Tax Scams When Filing Your Taxes Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/4db9965c1df14f8a8c1f70960a4ebb88.jpg)
Look Out For These Top Tax Scams When Filing Your Taxes
With tax scams tending to spike from December through April, check out this list of the IRS' “Dirty Dozen” tax scams and some tips on how to stay protected including:
- Never give out information, especially your Social Security number, to someone claiming to represent the IRS.
- Be wary of emails and texts that may be scams to steal personal information.
- Avoid ads touting refunds, which can be based on inaccurate information related to eligibility for and computation of the credit.
Read more:
January 16, 2024
![Janney Closes Acquisition of Middle Market Investment Bank TM Capital Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/114dda33c0f64e56832e2cb4fe5633dc.jpg)
Janney Closes Acquisition of Middle Market Investment Bank TM Capital
We’re pleased to announce the closing of our acquisition of TM Capital, a premier middle market investment bank specializing in M&A advisory. The acquisition continues the growth of our Capital Markets Group and makes Janney one of the largest investment banks in Atlanta.
January 03, 2024
![Outlook 2024 Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/d782cc43f53c47ddb4c7f8ed32d9b3c7.jpg)
Outlook 2024
Outlook 2024 offers the Janney Investment Strategy Group’s baseline forecasts for the economy and equity and fixed income markets in the coming year.
December 01, 2023
![9 Considerations for 2023 Year-End Tax Planning Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/81761b635e8f4a6da22b3b8b07a9a656.jpg)
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 30, 2023
![Janney's 2024 Market Outlook Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/123f396a0e0447888492019b1bcd1c22.jpg)
Janney's 2024 Market Outlook
The Federal Reserve has made significant progress in bringing down inflation while maintaining growth in the U.S. economy. Can it continue in 2024? Join our exclusive virtual presentation where Janney’s Investment Strategy Group shares their views on the current state, their outlook for the coming year, and what you should know about the economy and markets’ potential impact on your portfolio strategy.
Featuring: Janney’s Investment Strategy Group
Mark Luschini | Chief Investment Strategist
Mike Halloran | Equity Strategist
Guy LeBas | Director Custom Fixed Income Solutions
November 04, 2023
![Join us in Supporting the Salvation Army Toy Drive Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/32b432b694b04593bf91ffecadf7a70b.jpg)
Join us in Supporting the Salvation Army Toy Drive
The Connecticut Chapter of Janney’s Women’s Interactive Network (WIN) will be collecting unwrapped toys and books benefitting the Salvation Army’s Toy Drive. Donations will run throughout November and can be dropped off at our Janney office by December 1. In lieu of a gift, you may want to consider a monetary donation to the Virtual Toy Drive. Thank you for your generosity!