February 01, 2024
Tax Information & Forms
Be sure to check out our 2023 Client Tax Resources for updated mailing schedules, resources, and tax forms as you prepare for upcoming tax deadlines.
January 25, 2024
Janney’s Branch Manager of the Year on the Firm’s Culture and Support of Financial Advisors
Janney’s Branch Manager of the Year, Bruce Milstein, Complex Director in New York City, was recently profiled in AdvisorHub, sharing his thoughts on how Janney’s culture and support makes the firm a destination for Financial Advisors looking for the freedom to run their practice the way they want. Read the full article. https://www.advisorhub.com/resources/janneys-branch-manager-of-the-year-on-the-firms-culture-and-support-of-financial-advisors/
January 21, 2024
Janney's Mark Luschini has a 'less than favorable' outlook toward banks
Janney’s Chief Investment Strategist recently appeared on CNBC to discuss what to expect from earnings season and his outlook for the economy in 2024.
January 20, 2024
Recent Indicators Remain Consistent With Economic and Profit Growth
Our Investment Strategy Group analyzes what you need to know about the latest market and economic news. Read more.
January 19, 2024
Janney’s Capital Markets Group Continues Growth with Strategic Senior Hires in Key Verticals
Our Capital Markets Group continued its growth with the addition of four Managing Directors to its Investment Banking and Fixed Income teams. These hires enhance the team’s depth and expertise within fintech, specialty finance, portfolio strategy and municipal finance.
January 18, 2024
Janney's Chris Marinac expects banks to report a good quarter to kick off earnings season
Janney’s Director of Research, Chris Marinac, recently joined CNBC to discuss what to expect from bank earnings and his outlook for the sector.
January 11, 2024
Who would believe our foot of snow this past weekend, followed by torrential rain, high winds, and some of the worst flooding we've seen in a while, looking at today's gorgeous sunset? Feeling grateful for all this beauty. and - battening down the hatches for the next weekend storm! Be safe, enjoy the beauty.
January 11, 2024
Janney Adds 27 Experienced Financial Advisors in 2023
Janney added 27 experienced Financial Advisors to our Private Client Group in 2023, adding over $3.5 billion in assets under advisement. The advisors joined the firm from Goldman Sachs, Merrill Lynch, Raymond James, Wells Fargo Advisors and more. Read more about our additions and why Janney offers a compelling environment for experienced Financial Advisors.
January 09, 2024
Estate Planning for Procrastinators
Are you behind or not sure where to start with estate planning? Check out this article for some tips and a few ideas that may help reduce estate and inheritance taxes.
January 08, 2024
12.7" of snow in Portland this weekend. Sure is pretty at our office. please be safe, yellow zone parking ban is in place today and tomorrow.
January 03, 2024
Outlook 2024 offers the Janney Investment Strategy Group’s baseline forecasts for the economy and equity and fixed income markets in the coming year.
December 30, 2023
In its Outlook 2024 report, our Investment Strategy Group outlines their expectations for the economy, equity and fixed income markets, and interest rates for the year ahead. Read more.
December 29, 2023
Cash Balance Plans: An Overview
Should your business consider offering a cash balance retirement plan? In this one pager, learn about the potential for accelerated retirement savings and significant tax benefits.
December 26, 2023
We all had a good time for a good cause at our Open House last Tuesday, 12/19/23. Because of the evacuation order for parts of Lewiston during the storm, we are still collecting canned/dry goods to deliver to the food pantry. If you want to stop by to contribute, I will be collecting all this week until 12/29/23. Happy Holidays!
December 11, 2023
Join us for a low key and fun open house at our office. We are supporting Lewiston Strong with donations of dry/canned goods. Santa will be on hand for a photo op with you!
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