News and Commentary
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
March 11, 2025
How to Reduce Taxes on Employer Stock in a 401(k) Plan
If your 401(k) includes employer stock, you may have tax-saving opportunities through net unrealized appreciation (NUA). Read more to learn how it works.
March 10, 2025
Positioning Fixed Income Portfolios for Rising Growth Risks
Our Investment Strategy Group explores why shifting economic conditions may present an opportunity to adjust fixed income portfolios.
March 07, 2025
Job opportunity at Janney Montgomery Scott LLC - Private Client Associate - Valley Forge, PA
Janney is looking for a Private Client Associate to join our team in Valley Forge, Pennsylvania. This is a great opportunity to play an integral role in the success of a Janney branch office. Apply below.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Optimizing Tax Strategy and Charitable Giving with a Donor-Advised Fund
When developing a charitable giving strategy, there are a number of approaches and solutions to consider, depending on your unique circumstances. Let’s take a look at one option that may be worth considering—a Donor-Advised Fund (DAF).
Document Vault Checklist
Keep your financial, household, and personal documents in one safe place. This free feature is available to all Janney clients who are registered users of Online Access.
Beware of These Top Tax Scams When Filing Your Taxes
The IRS produces a list of its “Dirty Dozen” tax scams each year. These scams tend to spike from December through April, but they can—and do—happen year-round. It’s wise to be familiar with the latest list of common issues—and take some simple steps to stay safe from them.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
