April 11, 2024
Window of Opportunity: Leveraging the Estate and Gift Tax Exemption
Consider the planning strategies outlined in this article to take advantage of the current estate and gift tax exemption before its sunset at the end of 2025.
April 06, 2024
Learn to Invest With the Youngest Full-Time Equity Trader in Wall Street History
https://www.theskimm.com/ask-an-expert%20/lauren-simmons-investing-advice
April 02, 2024
Tips for Leveraging 529 Education Savings Plans
A 529 Education Savings Plan can be a great way to save for your children's or grandchildren’s education. Below are some of the key benefits of a 529 plan:
- Some states allow a tax deduction from (or credit against) state taxes for all or part of your contributions and will not pay any federal tax on earnings as long as the proceeds are used for a qualified education expense.
- The account owner maintains control of the account and determines the amount and timing of distributions.
- There are no income limits, and 529 plans have no time or age limits on contributions or withdrawals.
Read more about the benefits of a 529 plan.
April 01, 2024
Spring Rain Delay
Federal Reserve policymakers held interest rates unchanged at their recent meeting and have ruled out the necessity of further tightening barring any tail risk to inflation. Read more from our Investment Strategy Group and expectations for the market.
April 01, 2024
This Diversity Month, let’s celebrate our unique backgrounds, perspectives, experiences, and talents. At Janney, we remain committed to furthering an inclusive culture where every individual feels valued, respected, and empowered to be their authentic selves.
March 28, 2024
We're pleased to welcome Financial Advisor Matthew Robinson in Harrisonburg, Virginia. Previously associated with Osaic, Matthew joins the firm with over 15 years of industry experience. Join Janney if you’re seeking an advisor-centric culture that allows you to serve your clients with flexibility and autonomy.
March 27, 2024
Look Out For These Top Tax Scams When Filing Your Taxes
Tax-related scams tend to spike during tax season. To help protect yourself, check out this list of “Dirty Dozen” tax scams from the IRA and some helpful tips.
March 21, 2024
Market forces and munis
Vivian Altman, our Managing Director and Head of Public Finance, recently appeared on The Bond Buyer's Leaders Forum where she discussed the latest news and topics in public finance and the muni industry as well her advice to women entering the industry.
March 20, 2024
Maximize Long-Term Care Benefits Using an Existing Annuity
An often-overlooked provision of the Pension Protection Act allows you to gain valuable tax benefits by replacing an unneeded annuity with one that offers long-term care coverage. Several benefits can include:
- Tax-deferred growth
- New features/better rates
- Legacy planning
Learn more about annuity exchanges and if this solution would fit your situation:
March 15, 2024
In celebration of International Women’s Day, members of Team Janney and our Women’s Interactive Network wore purple to honor the strength, resilience, and achievements of women around the world.
March 14, 2024
Seven Janney Financial Advisors Named Barron’s Top 1,200 State by State Advisors
Congratulations to the seven Janney Financial Advisors recognized by Barron’s as Top 1,200 State by State Advisors. We’re proud to support them with the resources and tools they need to deliver personalized, comprehensive wealth management advice.
March 13, 2024
Simple Safeguards: How to Protect Yourself from Identity Theft and Cybercrime.
Janney has once again invited retired FBI Special Agent, Jeff Lanza to present his popular webinar on how to protect yourself from the latest trends in identity theft and cybercrime. You won’t want to miss this valuable program!
Featuring Jeff Lanza, Retired FBI Special Agent
March 12, 2024
At Janney, our Financial Advisors and clients know we have stability they can count on. Can you say the same? Watch this video to hear Janney Financial Advisors and firm leaders speak about how the Janney's financial strength, private ownership, and history of stability is a legacy you won’t find at other wealth management firms.
March 07, 2024
Tom Galvin Joins Janney’s Private Client Group in Leadership Role
We’re pleased to welcome Tom Galvin to Janney. Joining the firm from Raymond James, Tom brings over 25 years of industry experience and is a highly respected and proven leader. Tom will work with Janney’s leadership team on strategic initiatives focused on recruiting and advisor support and lead Janney’s growth in the Northern Florida market.
March 06, 2024
As we commemorate Women's History Month, we’re proud to honor the invaluable contributions of women to our society. Join us as we celebrate and commit to building a future where every woman can thrive.