News and Commentary
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
March 23, 2023
Recent Update Photo
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
Recent Update Photo
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 14, 2023
Recent Update Photo
5 Common Investment Tax Filing Errors
As you file for your 2022 taxes, keep in mind the more common tax filing errors highlighted in this article, along with things you can do to avoid them.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
Email Image rrobinson@janney.com
Phone Image 2155724111