March 01, 2024
Secure 2.0 Act: What Plan Sponsors Need to Know in 2024
The SECURE 2.0 Act is here to revolutionize retirement planning in 2024. Our latest article breaks down everything you need to know about SECURE 2.0 Act and its impact on retirement planning. Our retirement plan consulting group has the knowledge and resources to help you keep your plan up to date and successful for plan sponsors and participants. Contact me to arrange for an independent, objective and unbiased plan review.
March 01, 2024
Simple steps to prepare for tax filing
When it’s time to complete your tax forms, review this checklist with steps to help ensure a stress-free tax filing experience and also to help maximize your tax planning.
February 29, 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 19, 2024
Happy Presidents' Day! May the dedication of the leaders who shaped our nation inspire us all.
February 12, 2024
A Family Conversation on Estate Planning
Involving family members in your estate planning can help avoid surprises, lead to better financial planning, and help develop a long-lasting family legacy. Read more on how to get started:
February 10, 2024
Consider a backdoor Roth if you make too much to contribute to a Roth IRA
Would you like to contribute to a Roth IRA, but your income exceeds the applicable income limits? Learn about how you can use a backdoor Roth strategy in this article.
February 08, 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 31, 2024
Look Out For These Top Tax Scams When Filing Your Taxes
With tax scams tending to spike from December through April, check out this list of the IRS' “Dirty Dozen” tax scams and some tips on how to stay protected including: - Never give out information, especially your Social Security number, to someone claiming to represent the IRS. - Be wary of emails and texts that may be scams to steal personal information. - Avoid ads touting refunds, which can be based on inaccurate information related to eligibility for and computation of the credit. Read more:
January 30, 2024
Document Vault Checklist
All Janney clients who are registered users of Online Access have access to a Document Vault, a secure and frictionless place to store and access your financial, household and personal documents. Check out this list of documents that could be helpful to store in the Document Vault.
January 29, 2024
January Investment Perspectives
In the latest edition of Investment Perspectives, our Investment Strategy Group discusses the latest market and economic trends including: - The continued pursuit of a soft landing in 2024 - Anticipation of an extension of 2023 conditions for bond markets - How December’s strong market performance will impact results in the new year Read more:
January 12, 2024
Janney Closes Acquisition of Middle Market Investment Bank TM Capital
We’re pleased to announce the closing of our acquisition of TM Capital, a premier middle market investment bank specializing in M&A advisory. The acquisition continues the growth of our Capital Markets Group and makes Janney one of the largest investment banks in Atlanta.
January 05, 2024
Outlook 2024 offers the Janney Investment Strategy Group’s baseline forecasts for the economy and equity and fixed income markets in the new year. Read more: https://bit.ly/3vuHurR Plus, there’s still time to register for our 2024 Market Outlook Event presented by Janney’s Investment Strategy Group on Wednesday, January 10, at 12 noon ET. Register here: https://advisor.janney.com/JanneyEvents/events/janneys-2024-market-outlook-january-2024/
January 03, 2024
Outlook 2024 offers the Janney Investment Strategy Group’s baseline forecasts for the economy and equity and fixed income markets in the coming year.
January 02, 2024
Cash Balance Plans: An Overview
Should your business consider offering a cash balance retirement plan? In this one pager, learn about the potential for accelerated retirement savings and significant tax benefits.
December 27, 2023
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.
December 21, 2023
In its Outlook 2024 report, our Investment Strategy Group outlines their expectations for the economy, equity and fixed income markets, and interest rates for the year ahead. Read more.
December 18, 2023
What progress did you make achieving your financial goals in 2023? Looking ahead, now is a good time to evaluate your plan and consider potential adjustments for 2024. The Janney 2024 Outllook may provide perspective, and we can assist you and your family align your Financial and Investment Plans.