July 09, 2025
If you sponsor a 401(k) Plan, now is a great time to evaluate your employee engagement strategy:
• Are the topics covered of interest to your employees?
• Are you combining virtual and in person meetings for maximum results?
• Do your employees feel confident in their financial security?
Janney is passionate about financial wellness and improving the quality of life for participants in retirement. Contact our team to discuss ways to design an engagement strategy aligned with your plan goals.
July 08, 2025
Credit cards can be powerful planning tools—if you use them right.
From tracking expenses to managing unexpected costs, learn how to make credit part of your financial strategy.
Read more here: https://www.janney.com/wealth-management/education/all-education/detail/education/2024/11/25/credit-card-spending-and-your-financial-plan
July 02, 2025
Bring Stability and Possibility to Your Life
You have financial goals. Do you have a plan to get there?
A thoughtful plan can help you navigate uncertainty, reach that milestone moment, and make confident financial decisions throughout your life.
Read more here: https://www.janney.com/wealth-management/education/all-education/detail/education/2025/05/15/financial-planning--bringing-stability-and-possibility-to-your-life
June 26, 2025
Secure 2.0 Act: What Plan Sponsors Need to Know Now
The SECURE 2.0 Act is bringing key changes that will impact retirement plan design and participant savings strategies in 2025. Here’s what you need to know to prepare.
June 25, 2025
In its Mid-Year Update, Janney’s Investment Strategy Group provides baseline prognostications for the economy, the equity and fixed-income markets, their evolution, and investment implications for the remainder of 2025.
Read here: https://www.janney.com/wealth-management/education/market-commentary/detail/insights/2025/06/13/outlook-2025--mid-year-update
June 24, 2025
In retirement planning, timing is key. But market volatility can be a concern.
Annuities may provide a steady income stream and help manage market volatility in retirement. Learn how they might fit into your strategy.
Read more here: https://www.janney.com/wealth-management/education/all-education/detail/education/2025/05/05/timing-is-everything-using-annuities-as-a-retirement-planning-tool
June 19, 2025
In this edition of Investment Perspectives, our Investment Strategy Group examines Corporate America's resilience, how the trade balance can impact the "flow" theory of bond demand, and the significance of visual analysis in equity research.
Read here: https://www.janney.com/wealth-management/education/market-commentary/detail/insights/2025/06/09/june-investment-perspectives
June 18, 2025
In periods of market uncertainty, it is crucial to evaluate all your options.
Annuities may offer a combination of asset protection, tax deferral, and income features that can support a diversified retirement strategy.
Read more here: https://www.janney.com/wealth-management/education/all-education/detail/education/2025/04/28/leveraging-annuities-during-market-uncertainty
June 12, 2025
Have leftover 529 funds? You have options!
From transferring funds to other family members to leveraging them in estate planning, explore various strategies to make the most of your savings.
Read more here: https://www.janney.com/wealth-management/education/all-education/detail/education/2025/04/10/planning-strategies-for-remaining-529-balances
June 10, 2025
In this article, our Investment Strategy Group provides an overview of the latest market and economic news.
Read here: https://www.janney.com/wealth-management/education/market-commentary/detail/insights/2025/06/05/encouraged-by-cyclical-market-leadership-while-consumers-remain-well-positioned
May 30, 2025
Janney's 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, inflation, monetary and fiscal policy, and what it all means for your portfolio strategy.
May 29, 2025
Our Investment Strategy Group analyzes what you need to know about the latest market and economic news.
Read here: https://www.janney.com/wealth-management/education/market-commentary/detail/insights/2025/05/15/reduced-trade-uncertainty-mitigates-recession-risk
May 28, 2025
Maximize your college savings with a 529 plan! Discover tips for making the most of this tax-advantaged account to help fund your child’s education.
Read more: https://www.janney.com/wealth-management/education/all-education/detail/education/2024/03/11/tips-for-leveraging-529-college-savings-plans
May 22, 2025
Preparing to fund your child's education? Whether you're a parent or grandparent, it's crucial to plan ahead.
Explore this checklist for smart strategies.
Read more: https://www.janney.com/wealth-management/education/all-education/detail/education/2025/02/05/funding-the-cost-of-college-checklist
May 21, 2025
IRS Limits on Retirement Plan Benefits
If you sponsor a 401(k) plan, here is a helpful guide that includes 2025 contribution and compensation limits, including the new special catch-up contribution.
May 14, 2025
Caught in the Eddies
Our Investment Strategy Group discusses key takeaways from the latest Federal Reserve meeting and what it means for investors.
May 13, 2025
Planning to sell your business? Start preparing early to ensure a smooth and profitable transition.
Check out these key steps to get your company ready.
Read more: https://www.janney.com/wealth-management/education/all-education/detail/education/2025/02/28/getting-your-company-ready-for-sale
