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.

Janney Insured Sweep

Janney Insured Sweep puts your cash to work at a competitive market interest rate at one or more participating banks, and provides Federal Deposit Insurance Corporation (FDIC) protection.

May Investment Perspectives

We examine why it has not looked like a recession yet, how the Fed policy tools have changed, and whether the stock market will remain resilient through the coming months.

Your Assets are in Good Hands: Resources and Account Protection at Janney

Through every market condition, through every stage of your life—and your family’s life—Janney provides stability and coverage for the safety and security of your assets.

Using Life Insurance as a Retirement Planning Tool

Cash value life insurance can offer you both financial security and a tax-deferred way to accumulate additional funds for retirement that can work similarly to a Roth IRA.

The Changing Landscape of 529 Plans

Over the last few years, there have been a number of policy changes related to 529 plans due to the introduction of the PATH Act, Tax Cuts & Jobs Act, SECURE Act, CARES Act, and most recently the SECURE Act 2.0.

Portfolio Construction

A home and investment portfolio are two of the most important family assets.