September 27, 2023

Janney is committed to helping our people grow. Currently in its eighth cohort, our FA Development Program helps foster the next generation of successful financial advisors. Participants learn and grow alongside their peers to understand what it takes to run a successful practice. How could your practice grow with the right support?
September 12, 2023

Hear Jon Decker's Story: How a change in culture led him to join Janney
Hear from Jon Decker, Branch Manager and Financial Advisor in Janney’s new St. Petersburg, Florida, office, explain how the culture and vision of his prior firm changed and why he chose Janney.
September 11, 2023

The Changing Landscape of 529 Plans
In recent years, there have been numerous policy changes related to 529 plans. Learn more about these changes and the implications for 529 plan owners and beneficiaries.
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

Stocks Are Applauding Signs of Cooling in the Overheated Labor Market
Our Investment Strategy Group analyzes what you need to know about the latest market and economic news. Read more.
August 30, 2023

At Janney, we foster an environment where the advisor and client relationship comes first. Our success is validated in an AON client and advisor experience survey where Janney and our advisors were rated Best in Class in numerous categories.
August 14, 2023

Tax-Smart Charitable Gifting Strategies
Are you looking to support the charities you care about and save on your taxes at the same time? Learn more about charitable gifting strategies that could fit your situation and financial plan.
August 02, 2023

Window of Opportunity: Leveraging the Estate and Gift Tax Exemption
In anticipation of a significant decrease of the estate and gift tax exemption limit, here are strategies to help leverage this opportunity through tax-efficient wealth transfer.
August 01, 2023

Approaching Retirement: What You Should Be Doing Now
After years of saving and working toward your financial goals, it’s finally time to retire - but what’s next? Learn more about some considerations and questions to ask yourself to ensure a smooth transition to retirement.
July 13, 2023

Outlook 2023: Mid-Year Update
In its mid-year update, our Investment Strategy Group reviews important market and economic trends and what investors should expect for the rest of 2023.
July 12, 2023

July Investment Perspectives
In this edition of Investment Perspectives, our Investment Strategy Group discusses the state of China’s economy, the use of a core-satellite method to construct portfolios, and the concentration of recent stock performance.
July 03, 2023

What to Do Before the TCJA Provisions Sunset
The Tax Cuts and Jobs Act of 2017 is currently scheduled to sunset at the end of 2025, meaning significant changes are on the horizon for taxpayers. This article provides strategies to help mitigate the potential tax risks.
July 03, 2023

Economy Remains Resilient and is Supporting Stocks
In this article, our Investment Strategy Group provides an overview of the latest market and economic news.
June 27, 2023

Market Breadth Improvement Conflicted by Weak Leading Indicators
Our Investment Strategy Group discusses the latest market and economic news in its weekly update. Read more.
June 21, 2023

Prevent Phishing Attacks
Phishing scams continue to become more common and sophisticated. Here is a checklist of things to do to recognize and avoid these scams so you can protect both your identity and your assets.
June 02, 2023

Make Long-Term Care a Part of Your Financial Plan
Having a plan in place for long-term care needs may help you and your loved ones navigate a difficult time without additional financial and emotional stress. Here are some questions to consider.