March 26, 2024
Business Surveys and Housing Data Consistent with Healthy Economy
Our Investment Strategy Group discusses the latest market and economic news in its weekly update. Read more.
March 19, 2024
Easing but Still Healthy Labor Market Continues Supporting Economy
In its weekly update, our Investment Strategy Group breaks down the latest market and economic news.
March 13, 2024
Simple Safeguards: How to Protect Yourself from Identity Theft and Cybercrime.
Janney has once again invited retired FBI Special Agent, Jeff Lanza to present his popular webinar on how to protect yourself from the latest trends in identity theft and cybercrime. You won’t want to miss this valuable program!
Featuring Jeff Lanza, Retired FBI Special Agent
March 12, 2024
Business Surveys Consistent With Growth While Cyclical Stocks Favored
Learn more about the latest market and economic news in our Investment Strategy Group’s weekly update.
March 11, 2024
Window of Opportunity: Leveraging the Estate and Gift Tax Exemption
The estate and gift tax exemption limit is currently at a historic high but due to “sunset” on December 31, 2025. Read more about some strategies and considerations to take advantage of this unique opportunity.
March 01, 2024
Consider a Backdoor Roth if You Make Too Much to Contribute to a Roth IRA
If your income is too high for a Roth IRA, consider this backdoor strategy, which allows you to convert from a traditional IRA to a Roth—despite IRS-imposed income limits.
February 28, 2024
Healthy Labor Market and Improving Consumer Confidence Bode Well
Our Investment Strategy Group analyzes what you need to know about the latest market and economic news. Read more.
February 25, 2024
Look Out For These Top Tax Scams When Filing Your Taxes
Tax season scams to be aware of-
February 22, 2024
Leading Indicators Suggest Disinflation Can Continue
In this article, our Investment Strategy Group provides an overview of the latest market and economic news.
February 15, 2024
U.S. stocks should keep advancing
Janney’s Chief Investment Strategist recently appeared on Reuters "Markets Now" to discuss market valuations, and why the market can continue higher despite bumps in the road.
February 10, 2024
2023 was another successful year at Janney! Watch this video to learn about some of our firm results and initiatives and how we’ve worked to meet the needs of our clients, people, and communities. Thank you to our clients and team for another rewarding year.
February 01, 2024
Tax Information & Forms
Be sure to check out our 2023 Client Tax Resources for updated mailing schedules, resources, and tax forms as you prepare for upcoming tax deadlines.
January 23, 2024
Janney's Mark Luschini has a 'less than favorable' outlook toward banks
Janney’s Chief Investment Strategist recently appeared on CNBC to discuss what to expect from earnings season and his outlook for the economy in 2024.
January 21, 2024
Recent Indicators Remain Consistent With Economic and Profit Growth
Our Investment Strategy Group analyzes what you need to know about the latest market and economic news. Read more.
January 17, 2024
Janney's Chris Marinac expects banks to report a good quarter to kick off earnings season
Janney’s Director of Research, Chris Marinac, recently joined CNBC to discuss what to expect from bank earnings and his outlook for the sector.
January 08, 2024
529 Plans: A Tax-Efficient Way to Fund Your Grandchildren’s Education
There are several advantages to using 529 Plans to help fund a grandchild’s education, including:
- Contributions are treated as gifts, which removes assets from your estate, providing potential tax benefits.
- Allows for tax-deferred growth as all earnings are withdrawn tax-free when used for permitted education purposes.
- You maintain control of the assets, unlike other types of gifts, as funds can only be used according to the will and direction of the account holder.
Read more about these advantages and other considerations when using 529 plans to help fund education for the next generation and see if this solution is right for you.