News and Commentary
PEPR Podcast
Market Mid-Year Outlook 2024
Our podcast outlining the team's thoughts on our 2024 Mid-Year outlook, in addition to some Janney and industry-wide developments on the horizon.
Market Outlook Q2 - 2024 Podcast
Hear our thoughts on this coming tax season, the upcoming election, and general trends in the current market environment.
Market Outlook Q1 - 2024 Podcast
Our podcast outlining the team's thoughts on our 2024 outlook, in addition to some Janney and industry-wide developments on the horizon.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
January 13, 2025
6 Tax Planning Opportunities Before the TCJA Sunsets
The Tax Cuts and Jobs Act of 2017 is scheduled to sunset at the end of 2025. Here are six things to consider to help mitigate your possible potential tax risk.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Discover Generous New Tax Credits for Start-Up 401(K) Plans
Newly expanded tax credits provide welcome relief from the costs associated with plan administration and company contributions.
Tax-Smart Charitable Gifting Strategies
Take advantage of the current tax rules to support the charities you care about and save on your taxes at the same time. This article features strategies to consider.
Building a Personalized Asset Allocation
Learn how a well-defined asset allocation guides the path your investment portfolio follows to achieve your long-term financial goals.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
