January 03, 2025
Leave a Larger Legacy Using IRA (RMD) Maximization
Don’t need income from your annual IRA required minimum distributions (RMDs)? Consider IRA Maximization to turn those distributions into a tax-efficient strategy for creating more wealth for your heirs.
January 02, 2025
Outlook 2025
In its Outlook 2025 special report, Janney’s Investment Strategy Group shares expectations for the economy, equity and fixed-income markets, and the investment implications for the year ahead. Read more.
December 31, 2024
As we enter 2025 and start a new chapter, we hope your year is filled with joy and success.
December 20, 2024
Janney’s 2025 Market Outlook
What can we expect for the economy and markets in 2025? Join our exclusive virtual presentation where Janney’s Investment Strategy Group shares their views on what you should know about the markets’ potential impact on your portfolio strategy.
December 04, 2024
Important Planning Considerations: Insurance & Long-Term Care
Planning for the future can bring uncertainty. Learn about some important insurance and long-term care planning considerations, and how proper coverage can help safeguard your income and assets. Read more.
December 03, 2024
Giving the Gift of an Education to Your Next Generation
Giving the gift of education is one of the most impactful ways to support a loved one’s future. A 529 savings plan, with its tax benefits and flexibility, offers a smart way to contribute to their success while creating lasting opportunities.
November 26, 2024
529 Plans: A Tax-Efficient Way to Fund Your Grandchildren’s Education
Did you know that under the new FAFSA rules, withdrawals from 529 plans owned by grandparents no longer count against a student's overall federal aid eligibility? Read more about how 529 plans may benefit your grandchildren.
November 22, 2024
Tax-Smart Charitable Gifting Strategies
Effective charitable giving strategies can help maximize your contributions and reduce your taxes. Discover how to make the most of your donations and support the causes you care about. Read more.
November 18, 2024
Healthy Economic and Profit Growth With Low Inflation Bode Well
In this article, our Investment Strategy Group provides an overview of the latest market and economic news.
November 15, 2024
Clean Energy Investment Implications
Our Investment Strategy Group examines how the shift toward clean energy is shaping economic activity and the long-term investment implications.
November 13, 2024
8 Reasons to Give to a Donor-Advised Fund vs. Directly to a Charity
Discover how donor-advised funds can offer flexible, tax-efficient ways to support your favorite charities, and why a DAF offers several benefits over direct donations. Learn more.
November 12, 2024
Investment Implications of Presidential Election Results
Our Investment Strategy Group explores the potential investment implications of the election results and the importance of focusing on long-term investment goals.
November 04, 2024
Feeling prepared to meet those costs is easier when you take a few steps ahead of time.
Are you ready to tackle long-term care costs? Taking proactive steps now can make all the difference. Check out this article for a helpful checklist to guide you on this important journey. Learn more.
October 28, 2024
Financial Planning: Helping You See the Big Picture
Financial planning helps you prioritize and achieve your goals by providing a clear roadmap tailored to your needs. Discover how a comprehensive financial plan can guide your financial future with needed advice and personalized strategies.
October 25, 2024
Using Life Insurance as a Retirement Planning Tool
If you've already maximized your traditional retirement contributions and are looking for additional ways to save, cash-value life insurance can provide financial security and a tax-deferred opportunity to grow your savings.
Read more to see if this strategy could be a good fit for you
