March 23, 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 14, 2023
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.
March 02, 2023
6 tips for retirement literacy
It's America Saves Week. Check out this article for six retirement literacy tips to help you save and plan for your retirement.
February 27, 2023
Protect Yourself From Scams Targeting Retirees
Fraud targeting the collection of personal data for identity theft is increasingly common. Review a list of the most common scams and ways to protect yourself from fraudsters.
February 23, 2023
Tax Information & Forms
Check out our list of 2023 Client Tax Resources for updated mailing schedules, resources and forms as you prepare for tax season.
February 16, 2023
What You Need to Know about the Secure Act 2.0
The new Secure Act 2.0 bill has several provisions impacting IRA owners, retirement plan participants, college savers, and more. Read more about the changes and how they could affect you.
February 01, 2023
What You Need to Know about the Secure Act 2.0
Outlined here are highlights of the new SECURE Act 2.0 that may impact you—both now and in the years to come.
January 30, 2023
Look Out For These Top Tax Scams When Filing Your Taxes
Tax scams tend to spike from December through April. Protect yourself and read more about some of the most common tax scams.
January 05, 2023
Home Improvement Credits Under the Inflation Reduction Act
The Inflation Reduction Act has provided several tax opportunities if you plan to purchase an electric vehicle or make energy-efficient home improvements. Read more for an overview of these opportunities.
January 03, 2023
Alternatives to Holding Cash in a Rising Rate Environment
In this article, we explore some cash alternatives that could help better position your portfolio to adapt to a rapidly changing interest rate environment.
January 03, 2023
Outlook 2023
Outlook 2023 offers the Janney Investment Strategy Group’s baseline forecasts for the economy and equity and fixed income markets in the coming year.
December 29, 2022
4 Mindful Tips to De-Stress This Holiday Season
Use these tips to practice mindfulness during the busy holiday season.
December 22, 2022
BEST Ever Homemade Hot Chocolate Recipe - Fifteen Spatulas
Use these tips to make a perfect cup of hot chocolate.
December 15, 2022
9 Considerations For 2022 Year End Tax Planning
Here are some timely tax planning strategies to consider before the end of the year, including Roth conversions, charitable giving, RMDs, among others.
December 12, 2022
Optimizing tax strategy and charitable giving with a donor advised fund
Donor advised funds can be an effective component of your charitable giving strategy. Learn more about the advantages of a donor advised fund in this article.
December 08, 2022
Make Long-Term Care a Part of Your Financial Plan
It is important that long-term care be addressed as part of your financial plan so you’re prepared for what life may bring.
December 08, 2022
9 Considerations for 2022 Year End Tax Planning
In addition to the continued challenges brought on by inflation and rising prices, 2022 also saw new tax laws as well as proposed additional anticipated changes in 2023. This article examines what you should be aware of as you begin to prepare for 2022 year-end tax planning.
