December 01, 2023

9 Considerations for 2023 Year-End Tax Planning
Find time for your financial health during your holiday plans by considering the year-end estate and tax planning strategies highlighted in this article.
November 30, 2023

Janney's 2024 Market Outlook
The Federal Reserve has made significant progress in bringing down inflation while maintaining growth in the U.S. economy. Can it continue in 2024? Join our exclusive virtual presentation where Janney’s Investment Strategy Group shares their views on the current state, their outlook for the coming year, and what you should know about the economy and markets’ potential impact on your portfolio strategy.
Featuring: Janney’s Investment Strategy Group
Mark Luschini | Chief Investment Strategist
Mike Halloran | Equity Strategist
Guy LeBas | Director Custom Fixed Income Solutions
November 22, 2023

November Investment Perspectives
In this issue of Investment Perspectives, our Investment Strategy Group examines the odds of a recession within the next year, bond market sensitivity to supply, and seasonal market bias.
November 21, 2023

Stocks Supported by Lower Inflation, Profit Growth, and Seasonal Pattern
In this article, our Investment Strategy Group provides an overview of the latest market and economic news.
November 06, 2023

Potential Stabilization of Interest Rates Would Bode Well for Stocks
In this article, our Investment Strategy Group provides an overview of the latest market and economic news.
November 03, 2023

Navigating your Medicare Options
Do you have questions about your Medicare eligibility and coverage, as well as how to best navigate your options? Read this overview to help best address your needs.
November 02, 2023

Importance of Productivity
Our Investment Strategy Group discusses why productivity is critical for economic growth, including its impact on major sectors of the economy and the resulting investment implications.
November 02, 2023

Business Surveys Consistent With Further Growth and Lower Inflation
Our Investment Strategy Group discusses the latest market and economic news in its weekly update. Read more.
November 01, 2023

Make Long-Term Care a Part of Your Financial Plan
It’s Long-Term Care Awareness Month—are you prepared to handle the costs of a long-term care event in your retirement years? This article can help you plan for them.
October 18, 2023

Labor Market Strength Remains Consistent With Further Economic Growth
In this article, our Investment Strategy Group provides an overview of the latest market and economic news.
October 17, 2023

Growing chance U.S. economy is entering a nascent productivity boom: Janney Montgomery Scott's Lebas
Janney’s Chief Fixed Income Strategist recently appeared on CNBC to discuss what investors should know about inflation, interest rates, and fixed income investment strategies. Watch here.
October 11, 2023

October Investment Perspectives
In this edition of Investment Perspectives, our Investment Strategy Group discusses its current economic outlook, how interest rates provide signals regarding economic conditions, and why technical factors may increase equity exposure in October.
October 10, 2023

Interest Rates in Turmoil
Our Investment Strategy Group reviews the state of the fixed income market, the impact of rising interest rates and yields, and what long-term investors need to consider.
October 05, 2023

Guy LeBas discusses the bond market and economic news
Our Chief Fixed Income Strategist Guy LeBas recently joined CNBC to discuss rising Treasury yields, interest rates, and fixed income investment strategies. Watch here.
October 03, 2023

Saving for Retirement? Now There’s More Time to Make Catch-Up Contributions
Eligible Americans saving for retirement can continue catch-up contributions on pretax basis through 2025, under a change recently issued by the Internal Revenue Service (IRS).
September 28, 2023

Investment Implications of a Potential Government Shutdown
Our Investment Strategy Group discusses what investors need to know about a potential government shutdown.