March 14, 2023
5 Common Investment Tax Filing Errors
As you file for your 2022 taxes, keep in mind the more common tax filing errors highlighted in this article, along with things you can do to avoid them.
March 01, 2023
Protect Yourself From Scams Targeting Retirees
Fraud targeting the collection of personal data for identity theft is increasingly common. Review a list of the most common scams and ways to protect yourself from fraudsters.
February 24, 2023
Greater Portland Landmarks - 73 Newbury Street - Abyssinian Meeting House
If you'd like to learn more about the country's third oldest meetinghouse built by an African-American congregation, and a hub for the Underground Railroad and the anti-slavery movement, please take a look. https://www.portlandlandmarks.org/abyssinian-meeting-house
February 22, 2023
Virginia Johnson leaves legacy at Dance Theatre of Harlem
Virginia Johnson has done amazing work for the Dance Theatre of Harlem, and is stepping down from her post. https://www.cbsnews.com/newyork/news/virginia-johnson-leaves-legacy-at-dance-theatre-of-harlem/
February 22, 2023
Financial Planning: Helping You See the Big Picture
Do you picture yourself owning a new home, starting a business, or retiring comfortably? Read more about the importance of financial planning and how it can help you achieve your unique goals.
February 19, 2023
Tax Information & Forms
Check out our list of 2023 Client Tax Resources for updated mailing schedules, resources and forms as you prepare for tax season.
February 18, 2023
February Investment Perspectives
In this edition of Investment Perspectives, our Investment Strategy Group explains why investors should remain vigilant in 2023 and what economic issues will dominate market conversations this year.
February 11, 2023
How Do Small-Cap Stocks Fit Into My Investment Mix?
Our Investment Strategy Group discusses the role risk tolerance and investment time horizon have when making small-cap investments as part of your overall portfolio diversification.
February 06, 2023
Financial Planning Recognizes Four Janney Financial Advisors on its Top 40 Advisors Under 40 Lists
Congratulations to the four Janney Financial Advisors named to Financial Planning's Top 40 Advisors Under 40 lists. They represent the future of our industry, and we are proud to have them at Janney.
February 05, 2023
A Singular Obsession
Our Investment Strategy Group breaks down the Federal Reserve's decision to raise interest rates by 25 basis points, the smallest rate hike since March 2022, and what it means for investors.
February 04, 2023
Forbes Names 10 Janney Financial Advisors as Best-in-State Women Wealth Advisors
Congratulations to the 10 Janney Financial Advisors recognized as Best-In-State Women Wealth Advisors by Forbes. We're proud to have a record number of advisors recognized for their commitment to exceeding client expectations.
February 03, 2023
Harriet Beecher Stowe lived in this home from 1850 to 1852, and this is where she wrote Uncle Tom's Cabin. Bowdoin College houses faculty here, as well as "Harriet's Writing Room". This building is a National Historic Landmark and a National Underground Railroad Network to Freedom Site. Celebrating Black History Month in Maine!
February 01, 2023
What You Need to Know about the Secure Act 2.0
Outlined here are highlights of the new SECURE Act 2.0 that may impact you—both now and in the years to come.
January 28, 2023
Debt Ceiling Debate: What It Means for Bonds
What happens when the U.S. hits its debt ceiling and what does it mean for the bond market? Learn more in this article from our Investment Strategy Group.
January 27, 2023
Richard Keetley and Stephen Goldstein and Named Janney’s Financial Advisors of the Year
Congratulations to Rich Keetley and Steve Goldstein of QL Wealth Advisors for being named our Financial Advisors of the Year. This prestigious honor recognizes their history of exceeding client expectations and leadership in the office and community.
January 26, 2023
Forbes Recognizes 51 Janney Teams as Best-in-State Wealth Management Teams
Congratulations to The Honan Group, and all of the 51 Janney teams recognized as Best-in-State Wealth Management Teams by Forbes. These teams represent the best of our industry and we're proud to have them at Janney.
January 23, 2023
Congress may pass new retirement rules. These 7 changes are on the table | CNN Business
Retirement legislation known as Secure Act 2.0 is expected to be signed into law. Here’s an overview of significant provisions.
January 20, 2023
The 2023 Mainebiz Business Leaders of the Year | Mainebiz.biz
Mainebiz hosted a great event yesterday in Portland, 5 on the Future for 2023. The panel consisted of highly experienced business professionals across many fields, including construction, commercial real estate, Maine business development and a non profit partner. It was moderated by our own Maine state economist. You can see details on the Mainebiz website. Next up is the 2023 Mainebiz Business Leaders nomination. Thank you, Mainebiz, for being an amazing resource to the community. https://www.mainebiz.biz/mainebiz-events/the-2023-mainebiz-business-leaders-of-the-year