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
May 06, 2025
Attention business owners! Protect your business and plan for the future with smart insurance strategies built for long-term growth.
Read more: https://www.janney.com/wealth-management/education/all-education/detail/education/2024/08/05/insurance-solutions-for-business-owners
April 30, 2025
April Investment Perspectives
In this edition of Investment Perspectives, our Investment Strategy Group looks at opportunities in European stocks, surprising moves from foreign central banks, and the impact of April's earnings expectations on stock prices. Read here: https://www.janney.com/wealth-management/education/market-commentary/detail/insights/2025/04/09/april-investment-perspectives
April 22, 2025
Protect Yourself From Scams Targeting Retirees
Retirees are prime targets for scammers. Learn how to safeguard your or your loved one’s finances in this article: https://www.janney.com/wealth-management/education/all-education/detail/education/2024/10/11/protect-yourself-from-scams-targeting-retirees
#FraudPrevention #ScamAwareness #ProtectYourself #Janney
April 15, 2025
Remaining Disciplined During Market Downturns
Market downturns can shake your confidence, but discipline is your greatest ally. Find out how staying focused on your long-term goals can turn volatility into opportunity.
#MarketVolatility #Investing #WealthManagement #Janney
April 10, 2025
In this article, our Investment Strategy Group discusses the latest tariff announcement, the subsequent market volatility, and recommended strategies for navigating the current environment. Read here: https://www.janney.com/wealth-management/education/market-commentary/detail/insights/2025/04/03/reaction-to--liberation-day
April 09, 2025
Stocks Struggle to Digest Aggressive Tariff Announcement
Learn more about the latest market and economic news in our Investment Strategy Group’s weekly update.
April 08, 2025
Generation Z: Different Values, Behaviors, and Perspectives
Generation Z is bringing fresh perspectives to the financial world. Learn how their values and behaviors are shaping their approach to money and what it means for their financial future.
#GenZ #FinancialPlanning #Investing #Janney
April 01, 2025
Attention Social Security beneficiaries! Starting in April 2025, the Social Security Fairness Act could increase payments for those who qualify. Learn more about this important change and what it means for you: https://www.janney.com/wealth-management/education/all-education/detail/education/2025/02/28/an-important-update-on-social-security-benefits
#SocialSecurity #RetirementPlanning #WealthManagement#Janney
