May 29, 2023
Tips for Leveraging 529 Education Savings Plans
May 29 is 529 Day and a perfect time to start planning to fund a child's education. Check out this article for some tips on how to leverage a 529 savings plan to save for college.
May 19, 2023
The Franklin Branch of Janney Montgomery Scott proudly sponsored and participated in the 9th Annual Honor the Fallen 5K.
The mission of the Honor the Fallen 5K is to HONOR the nation's fallen heroes, HEAL the unseen wounds of war for both our surviving families and veterans and CONNECT surviving family members and veterans with the civilian community.
#HonorTheFallen5K #RememberOurHeroes
May 18, 2023
Janney’s Mid-Year Market Update
What’s next for the economy and markets?
Inflation has cooled but the Federal Reserve remains guarded – and those forces are causing volatility in the financial markets, as sentiment is whipsawed from bull to bear. Join our exclusive virtual seminar where Janney’s Investment Strategy Group shares their views on the current state, their outlook for the future, 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
May 17, 2023
Will ORielly Joins Janney as Head of Investment and Wealth Solutions
We’re pleased to announce the addition of Will ORielly as Head of Investment and Wealth Solutions. He will lead a team of professionals who help identify products, services, and technologies that allow our Financial Advisors to effectively address evolving client needs.
May 04, 2023
Janney Improves Client Experience with Enhancements to its Secure Client Portal
We recently made enhancements to Online Access, Janney's secure client portal, based on extensive research and client feedback. The increased functionality provides simpler access to more information and tools to help clients manage their financial life.
May 01, 2023
FDIC Insurance: How It Protects Your Cash & How to Increase Coverage
Are you concerned about bank failures? This article explains how FDIC insurance helps safeguard your money, and how you can potentially increase that coverage.
April 03, 2023
Anticipating a large tax bill?
Janney’s margin lending program may help you finance your tax bill without having to sell assets or deplete cash.
April 03, 2023
The Power of Feeling Your Best: Rest. Eat. Move.
What does “feeling your BEST” look like? Let’s find out! Join our exclusive webinar where Chris Johnson, CEO and Founder of On Target Living®️, will highlight three simple but powerful principles of health: Rest. Eat. Move. Learn how to overcome limiting beliefs and supercharge your life with step-by-step guidance toward better overall health through a combination of scientific research, real-life cases, and uniquely human stories.
March 28, 2023
An Annuity Income Strategy During Volatile Markets
An annuity income strategy, where appropriate, can be a valuable component of a financial plan. Read this article to learn how these strategies could help reduce the level of risk in a portfolio and assist in stabilizing a future retirement income stream.
March 27, 2023
Murky Path Forward
In this article, our Investment Strategy Group discusses the Federal Reserve's decision to raise interest rates by 25 basis points and what to expect with future interest rate decisions.
March 27, 2023
Margin Loans at Janney
A margin loan allows you to borrow against the value of securities you already own to gain access to liquidity for a variety of needs—both investment and non-investment. Read more about the benefits and risks of margin loans.
March 24, 2023
Strength & Stability | Janney Montgomery Scott
Be confident the firm you choose today will be the same one you work with tomorrow. Learn more about Janney’s pillars of stability and our legacy of more than 190 years.
March 23, 2023
Thoughts on Banking System Stress
Our Investment Strategy Group discusses what investors need to know about the banking sector amid recent market volatility.
March 21, 2023
A 25 bps hike seems most likely at next Fed meeting, says Janney Montgomery Scott's Mark Luschini
Janney’s Chief Investment Strategist recently joined CNBC Power Lunch to share his thoughtful long-term perspective amid market volatility and what to expect from the Fed at next week’s meeting.
March 20, 2023
Window of Opportunity: Leveraging the Estate and Gift Tax Exemption
The estate and gift tax exemption limit is currently at a historic high. Read more about some strategies and considerations for a tax-efficient wealth transfer and how they can play a role in your financial plan.
March 17, 2023
March Investment Perspectives
In this edition of Investment Perspectives, our Investment Strategy Group discusses conflicting economic information, changing bond market conditions, and factors impacting stocks going forward.
