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 10, 2023
Reposition Assets For Tax-Efficient Wealth Transfer
If you’re close to or in retirement and asking yourself how to best pass your wealth on to your heirs, repositioning some of your investments may be a tax-efficient way to leave a larger financial legacy.
November 09, 2023
Roth Conversions: A Holiday Gift That Keeps Giving
As the year-end approaches, a Roth conversion could provide several tax and estate planning advantages. Learn more about the benefits and if a conversion makes sense for you.
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 12, 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 11, 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 10, 2023
Business Surveys and Labor Market Remain Healthy While Inflation Moderates
Our Investment Strategy Group discusses the latest market and economic news in its weekly update. Read more.
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).
October 03, 2023
Saving for Retirement? Now There’s More Time to Make Catch-Up Contributions
The IRS has extended a provision allowing eligible participants to make pre- and after-tax retirement plan catch-up contributions in 2024 and 2025— regardless of their income level. Learn more.
September 28, 2023
Determine How Life Insurance Fits in Your Financial Plan
When it comes to life insurance, do you have more questions than answers? If so, use this checklist to start the process of determining if you need it, and if you do--what solution best fits your needs.
September 27, 2023
A Holding Pattern
Our Investment Strategy Group discusses the Federal Reserve's decision to leave interest rates unchanged and what it means for investors.
September 26, 2023
Can You Benefit From a Qualified Personal Residence Trust?
A Qualified Personal Residence Trust (QPRT) is an estate planning tool that allows you to remove the value of your residence from your estate while retaining the right to occupy the residence for a period of time, often reducing tax exposure. Learn more:
September 16, 2023
Tax & Estate Planning Virtual Seminar
Whether it’s the possibility of tax laws changing soon or recent updates impacting inherited retirement accounts, there’s a lot to consider when it comes to tax and estate planning.
Join us for this exclusive virtual seminar where we will explore what to do before the 2017 Tax Cuts and Jobs Act sunsets, estate & gift planning strategies, charitable gifting, and income tax planning opportunities, as well as new provisions in Secure Act & Secure Act 2.0, types of beneficiaries and the new 10-year payout, using trusts as beneficiaries, and incorporating Secure Act & Secure Act 2.0 within your financial plan.
September 14, 2023
September Investment Perspectives
In this edition of Investment Perspectives, our Investment Strategy Group takes a look at BRICS+ and potential investment opportunities, determines if bond market supply matters, and discusses the latest market news.
September 06, 2023
Making a Charitable Gift? Consider a QCD
Should you consider a Qualified Charitable Distribution to satisfy all or part of your required minimum distributions from an IRA while also supporting your charitable giving? Read this article to learn more.
September 05, 2023
Evaluating Your College Savings Withdrawal Strategy
If you have a high school senior who will be attending college next year, you’ll need to start withdrawing from your college savings account(s).
September 01, 2023
Online Access Estate Organizer
Estate Organizer, a new financial wellness tool available in Online Access, allows clients to manage estate planning documents and contacts, so loved ones, beneficiaries, and personal representatives know exactly what to do. Watch this video to learn more:
