July 24, 2024
![Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/4930a637bca84108bfeddf2a45f67c24.jpg)
We’re excited to announce that KKR investment funds and our parent company, The Penn Mutual Life Insurance Company, have signed a definitive agreement under which KKR investment funds will acquire Janney Montgomery Scott.
“We are excited to enter this next chapter in our nearly 200-year history with a new value-added strategic partner. KKR has demonstrated they value our client- and advisor-centric culture and share our deep conviction in the tremendous opportunities ahead for our business,” said Tony Miller, President at Janney. “We look forward to working with KKR to invest further in our growth and enable our talented team to further improve the advice and services we offer our clients.”
Read more: https://bit.ly/4cTVLiD
July 24, 2024
![Resilient Consumer and Lower Inflation Bolster Soft Landing Case Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/44299bf35e3b45bc92089e1f6ac0d684.jpg)
Resilient Consumer and Lower Inflation Bolster Soft Landing Case
Our Investment Strategy Group analyzes what you need to know about the latest market and economic news. Read more.
July 15, 2024
![Discover Generous New Tax Credits for Start-Up 401(K) Plans Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/5342576c384e40bb9d55530f955d8437.jpg)
Discover Generous New Tax Credits for Start-Up 401(K) Plans
Newly expanded tax credits are available for employers establishing first-time 401(k) plans for their employees that may offset most or all plan costs for the first three years. Learn more about these credits and the benefits to your business.
July 11, 2024
![July Investment Perspectives Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/f082c0e4c525458593e2b62a67f8c4c2.jpg)
July Investment Perspectives
In the latest edition of Investment Perspectives, our Investment Strategy Group examines the price of gold, reviews the recent concerns around liquidity, and provides expectations for stocks over the next several months.
July 09, 2024
![Building a Personalized Asset Allocation Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/35387cac7d814c5c9082822c6968ad90.jpg)
Building a Personalized Asset Allocation
It is essential to have a well-defined target asset allocation as part of your financial plan. Learn more about the importance asset allocation and some strategies to find the right balance with your investments.
July 05, 2024
![Recent Economic Readings Suggest Solid Second Quarter Growth Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/dd7cd9ffdd18411f86d7f45a30966723.jpg)
Recent Economic Readings Suggest Solid Second Quarter Growth
Our Investment Strategy Group discusses the latest market and economic news in its weekly update. Read more.
July 02, 2024
![Outlook 2024: Mid-Year Update Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/3344dc6adfc2493cb4cd930efc92ceee.jpg)
Outlook 2024: Mid-Year Update
Janney’s Investment Strategy Group shares its expectations for the economy, equities, and fixed income for the remainder of 2024.
June 27, 2024
![Determine How Life Insurance Fits in Your Financial Plan Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/95302cae28da4d04bec995756be12676.jpg)
Determine How Life Insurance Fits in Your Financial Plan
When it comes to life insurance, do you have more questions than answers? If so, use this checklist to determine if you need it and, if you do, what solution best fits your needs.
June 26, 2024
![Easing Inflation Bolsters the Soft Economic Landing Case Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/b1fd0f60f9604b2dbe71062e758f58ff.jpg)
Easing Inflation Bolsters the Soft Economic Landing Case
In its weekly update, our Investment Strategy Group breaks down the latest market and economic news.
June 21, 2024
![Regional banks can 'earn their way out of risk' from commercial real estate: Janney's Chris Marinac Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/18ecb009f3d143afa8392848e8539189.jpg)
Regional banks can 'earn their way out of risk' from commercial real estate: Janney's Chris Marinac
Janney’s Director of Research recently appeared on CNBC to discuss his outlook for regional banks and what investors need to know.
June 20, 2024
![Outlook 2024: Mid-Year Update Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/ed8be6baed9a40a2823d1bfea3857c59.jpg)
Outlook 2024: Mid-Year Update
In its Mid-Year Update, Janney’s Investment Strategy Group provides insights and expectations for the economy, equity and fixed income markets, and investment implications for the rest of 2024.
June 13, 2024
![June Investment Perspectives Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/3f89ef04c799480a85691dfd4dfb6e8b.jpg)
June Investment Perspectives
In the latest edition of Investment Perspectives, our Investment Strategy Group discusses the state of consumer activity in the U.S. economy, how the neutral rate of interest serves as a benchmark for investors, and takes a look at cap-weighted vs. equal-weighted indices.
June 13, 2024
![Business Surveys Consistent With Further Economic Growth Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/e724521d77fd42c4a4db2ec7641c6b61.jpg)
Business Surveys Consistent With Further Economic Growth
In its weekly update, our Investment Strategy Group breaks down the latest market and economic news.
June 07, 2024
![The Importance of “What if” Planning Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/4847a29198674bea918090f2762053df.jpg)
The Importance of “What if” Planning
It’s important to plan ahead and have a “what if” plan to help protect your assets during unexpected life events. Read more for insight on what to do if a considerable change occurs in your life.
June 06, 2024
![Economic Readings Remain Consistent With Further Growth Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/0faaf84c9f564354af86c3b791e32796.jpg)
Economic Readings Remain Consistent With Further Growth
Learn more about the latest market and economic news in our Investment Strategy Group’s weekly update.
June 03, 2024
![The Family Conversation on College Planning Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/0aabe436af5c47dcaa79b3636f891dac.jpg)
The Family Conversation on College Planning
The topic of college planning is one of the most important conversations you can have as a family. This article can help you start one.