News and Commentary
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
March 07, 2025
Another great team joins Janney. I’m excited to welcome Duggan Faires Investment Partners, a three-person team formerly with Truist, to our growing Atlanta office. Learn more about the team and their decision to join Janney. Read more: https://www.janney.com/meet-janney/corporate-news/all-news/detail/corporate-news/2025/03/06/duggan-faires-investment-partners-joins-janney-in-atlanta
March 06, 2025
Podcast: Keeping a Unique Culture During a Phase of Growth
What makes Janney a top destination for advisors? Kevin Reed, President of Janney’s Private Client Group, joins Tony Sirianni on the AdvisorHub Podcast to discuss what sets Janney apart.
https://www.advisorhub.com/resources/keeping-a-unique-culture-during-a-phase-of-growth/
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Optimizing Tax Strategy and Charitable Giving with a Donor-Advised Fund
When developing a charitable giving strategy, there are a number of approaches and solutions to consider, depending on your unique circumstances. Let’s take a look at one option that may be worth considering—a Donor-Advised Fund (DAF).
Document Vault Checklist
Keep your financial, household, and personal documents in one safe place. This free feature is available to all Janney clients who are registered users of Online Access.
Estate Planning for Procrastinators
Sometimes a serious illness or health scare prompts people to take a hard look at their estate planning. Frequently, this is when the desire to minimize the impact of estate/inheritance taxes becomes a priority.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
