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 22, 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 19, 2024
![Easing Inflation and Labor Market Trends Suggest Lower Rates Ahead Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/f86adfa577a64b2188bff35658dcf735.jpg)
Easing Inflation and Labor Market Trends Suggest Lower Rates Ahead
In this article, our Investment Strategy Group provides an overview of the latest market and economic news.
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.
July 01, 2024
![Evaluating Your College Savings Withdrawal Strategy Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/e28742de65e44118ae29a0e7b9caf3c6.jpg)
Evaluating Your College Savings Withdrawal Strategy
After your child gets accepted into college, prepare yourself to start withdrawing funds from your college savings accounts by understanding these considerations, including maximizing your 529 plan, tax implications, and financial aid eligibility.
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 05, 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 04, 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.
May 31, 2024
![Stock Market Highs Supported by Healthy Profits and Economic Readings Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/7e627116b1e94c6cb06c8427f4649072.jpg)
Stock Market Highs Supported by Healthy Profits and Economic Readings
Our Investment Strategy Group analyzes what you need to know about the latest market and economic news. Read more.
May 21, 2024
![Lower Inflation Propels Stocks to New Highs Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/b55d94b3aef847628deb368624f9c2b2.jpg)
Lower Inflation Propels Stocks to New Highs
In this article, our Investment Strategy Group provides an overview of the latest market and economic news.
May 15, 2024
![The Family Conversation on College Planning Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/314707dd50cf4483916ca33c19f3b708.jpg)
The Family Conversation on College Planning
An important financial conversation that families should have is about college planning. Here are some tips to help guide those conversations, from establishing goals to choosing a college.
May 15, 2024
![Janney's 2024 Mid-Year Market Update Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/b99ed798dc6e44d6954d300053b1a9e1.jpg)
Janney's 2024 Mid-Year Market Update
What’s next for the economy and markets?
Join our exclusive virtual presentation where Janney’s Investment Strategy Group shares its views on the economy and markets, its outlook for the remainder of 2024, and what you should know about the potential impact on your portfolio strategy.
Featuring: Janney’s Investment Strategy Group
May 06, 2024
![Stubborn Inflation but Healthy Profits Supporting Stocks Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/72162680818943a49aaf6cf6dbac5664.jpg)
Stubborn Inflation but Healthy Profits Supporting Stocks
Our Investment Strategy Group discusses the latest market and economic news in its weekly update. Read more.
May 03, 2024
![Higher-ish for a Little Longer-ish Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/e3092c29bcc94e34aaa34845c8ef7747.jpg)
Higher-ish for a Little Longer-ish
Our Investment Strategy Group reviews the Federal Reserve’s decision hold interest rates unchanged at their recent meeting. Read more about the decision and what it means for the market and interest rates.
May 01, 2024
![Planning Strategies for Remaining 529 Balances Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/05354e6ebf4748afbeb7bd0b3ca46d43.jpg)
Planning Strategies for Remaining 529 Balances
Did you know that if you saved more for college than you needed, new changes to 529 plans allow for unused or leftover savings to be rolled into the beneficiary’s Roth IRA?
April 29, 2024
![Why Financial Planning Is Not a One-Size-Fits-All Model Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/b77711960a6049c8a05eb2685e9ac723.jpg)
Why Financial Planning Is Not a One-Size-Fits-All Model
Discover the advantages of financial planning. Watch this segment on Nasdaq Trade Talks to hear our Head of Wealth Planning share insights on a range of timely topics, including:
- Understanding the importance of financial planning for high-net-worth individuals and families.
- Exploring strategies for effectively managing inheritances or windfalls.
- Discovering the significance of personalized financial plans tailored to your unique circumstances.
- Learning about Janney's commitment to support the next generation of Financial Advisors.