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 20, 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 17, 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 16, 2023
Banking Turmoil Underscores Impact of Rate Hikes
Our Investment Strategy Group discusses the impact Fed policy has had on the banking sector and what to expect going forward.
March 16, 2023
Thoughts on Recent Volatility and Economic Releases
In this article, our Investment Strategy Group provides an overview of the latest market and economic news.
March 16, 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.
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 07, 2023
Global Manufacturing Improves but Signs of Sticky Inflation
In this article, our Investment Strategy Group provides an overview of the latest market and economic news.
March 06, 2023
Credit Card Spending and Your Financial Plan
Used responsibly and strategically, credit cards can help manage your finances, assist with short-term cash flow needs, and facilitate the building of stronger credit. Read more about how to effectively use credit cards.
February 27, 2023
Financial Planning: Helping You See the Big Picture
Do you picture yourself owning a new home, starting a business, or retiring comfortably? Read more about the importance of financial planning and how it can help you achieve your unique goals.
February 27, 2023
February Investment Perspectives
In this edition of Investment Perspectives, our Investment Strategy Group explains why investors should remain vigilant in 2023 and what economic issues will dominate market conversations this year.
February 10, 2023
Labor Market Strength Lowers Probability of Recession
In this article, our Investment Strategy Group provides an overview of the latest market and economic news.
February 09, 2023
How Do Small-Cap Stocks Fit Into My Investment Mix?
Our Investment Strategy Group discusses the role risk tolerance and investment time horizon have when making small-cap investments as part of your overall portfolio diversification.
February 07, 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 06, 2023
Slower Growth but Lower Inflation and Still-Healthy Labor Market
In this article, our Investment Strategy Group provides an overview of the latest market and economic news.
February 06, 2023
A Singular Obsession
Our Investment Strategy Group breaks down the Federal Reserve's decision to raise interest rates by 25 basis points, the smallest rate hike since March 2022, and what it means for investors.
