Do you have highly appreciated stock in your 401(k)?
If so, you may be able to use NUA to save a lot in taxes
You may be able to use NUA to save a lot in taxes.
Is It Time to Think About Tax-Free Income?
Ideas for ways to help reduce your taxable income
Five Investment Tasks to Tackle by Year-End
Ideas for Investors: How Reviewing Your Investment Portfolio Now Can Help
To Election Day and Beyond
With Election Day fast approaching, the guessing game du jour attempts to match the possible election result with a potential stock market reaction, as analysts apply various mathematical divining rods to foretell who will reside in the White House on Inauguration Day.
The Home Stretch
Investors typically try to handicap what effect a potential winner’s policies might have on the stock market. Historically, however, what the stock market does through the three months immediately before the election often foretells who gains the White House.
OARS Wealth Advisors of Janney Montgomery Scott LLC launches in the Danvers Massachusetts Office
Bob Clark and Alan Freeman have launched OARS Wealth Advisors
Bear Markets Come and Go
If you are losing sleep over volatility driven by a cascade of disheartening news, it may help to remember that the stock
market is historically cyclical.
Looking Beyond the Abyss
From February 19, 2020, through March 23, 2020, the stock market experienced a peak-to-trough 35.4% decline that left investors fearing there was no bottom in sight. Three trading sessions later, the S&P 500 had rebounded 20.31% before eventually rallying as much as 35.9% to within 12.3% of its all-time high.
September Investment Perspectives
In this issue we take a look at BRICS+ and potential investment opportunities, determine if bond market supply matters, and discuss why September is a more worrisome month for stocks than October.
Are You Incorporating Secure Act 2.0 Provisions into Your Financial Plan?
SECURE Act 2.0 is designed not only to make it easier for employers to adopt and administer retirement plans, but also to help individuals save for retirement. There are nearly 100 provisions in this new legislation. Some of these, which are in place now or will become effective in coming years, are highlighted below.
Outlook 2023: Mid-Year Update
In our initial Outlook 2023 publication, we offered a thesis around the concept of two-way risk.
How Janney Provides Simplicity and Security for Your Finances
In light of continual financial uncertainty, it’s natural to have heightened interest or concern around the security of your assets, and the specific protections Janney has in place for your account(s).
Artificial Intelligence Investment Implications
ChatGPT is the fastest-growing technology application in history and is demonstrating the powerful potential of artificial intelligence (AI) to a very diverse audience.
Here’s What You Can Do to Prevent Check Fraud
Instances of check fraud are on the rise in the U.S. Below are some best practices to help you avoid becoming a victim.
