News and Commentary

Recent Updates

Stay up-to-date and in-the know about every aspect of your financial picture.

September 25, 2023

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Can You Benefit From a Qualified Personal Residence Trust?

A Qualified Personal Residence Trust (QPRT) is an estate planning tool that allows you to remove the value of your residence from your estate while retaining the right to occupy the residence for a period of time, often reducing tax exposure. Learn more:

September 12, 2023

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Hear Jon Decker's Story: How a change in culture led him to join Janney

Hear from Jon Decker, Branch Manager and Financial Advisor in Janney’s new St. Petersburg, Florida, office, explain how the culture and vision of his prior firm changed and why he chose Janney.

September 05, 2023

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Evaluating Your College Savings Withdrawal Strategy

If you have a high school senior who will be attending college next year, you’ll need to start withdrawing from your college savings account(s).

Research & Insights

Access our latest research and insights covering market news, financial planning topics, and more.

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September Investment Perspectives

In this issue we take a look at BRICS+ and potential investment opportunities, determine if bond market supply matters, and discuss why September is a more worrisome month for stocks than October.

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Are You Incorporating Secure Act 2.0 Provisions into Your Financial Plan?

SECURE Act 2.0 is designed not only to make it easier for employers to adopt and administer retirement plans, but also to help individuals save for retirement. There are nearly 100 provisions in this new legislation. Some of these, which are in place now or will become effective in coming years, are highlighted below.

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Outlook 2023: Mid-Year Update

In our initial Outlook 2023 publication, we offered a thesis around the concept of two-way risk.