April 11, 2024
Window of Opportunity: Leveraging the Estate and Gift Tax Exemption
Consider the planning strategies outlined in this article to take advantage of the current estate and gift tax exemption before its sunset at the end of 2025.
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 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 03, 2024
Outlook 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.
December 14, 2023
Once A Grinch, Forever Changed
Our Investment Strategy Group discusses the Federal Reserve's decision to hold interest rates for the fourth consecutive time and what it means for the market. Some highlights:
- It appears inflation has settled into a tolerable range, with 3-month and 6-month core PCE trending at a 2.3% - 2.4% annual rate.
- Short-term markets have been running ahead of Fed rhetoric, though FOMC members are leaning towards possible cuts.
- The dot plot accompanying today's FOMC is net dovish relative to September, though the dispersion of rate expectations is very wide.
Read more:
December 01, 2023
9 Considerations for 2023 Year-End Tax Planning
Find time for your financial health during your holiday plans by considering the year-end estate and tax planning strategies highlighted in this article.
November 01, 2023
Make Long-Term Care a Part of Your Financial Plan
It’s Long-Term Care Awareness Month—are you prepared to handle the costs of a long-term care event in your retirement years? This article can help you plan for them.
October 03, 2023
Saving for Retirement? Now There’s More Time to Make Catch-Up Contributions
Eligible Americans saving for retirement can continue catch-up contributions on pretax basis through 2025, under a change recently issued by the Internal Revenue Service (IRS).
September 15, 2023
Economic and Stock Market Indicators Remain Consistent with Growth
In this article, our Investment Strategy Group provides an overview of the latest market and economic news.
September 05, 2023
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).
August 16, 2023
Stocks Remain Supported by a Healthy Labor Market and Lower Inflation
Our Investment Strategy Group discusses the latest market and economic news in its weekly update. Read more.
August 07, 2023
Stocks Post Another Strong Month in July With All Sectors Participating
In this article, our Investment Strategy Group provides an overview of the latest market and economic news.
August 02, 2023
Window of Opportunity: Leveraging the Estate and Gift Tax Exemption
In anticipation of a significant decrease of the estate and gift tax exemption limit, here are strategies to help leverage this opportunity through tax-efficient wealth transfer.
July 20, 2023
Lower Inflation With Positive Economic Growth Supports Stocks
Our Investment Strategy Group discusses the latest market and economic news in its weekly update. Read more.
July 03, 2023
What to Do Before the TCJA Provisions Sunset
The Tax Cuts and Jobs Act of 2017 is currently scheduled to sunset at the end of 2025, meaning significant changes are on the horizon for taxpayers. This article provides strategies to help mitigate the potential tax risks.
June 27, 2023
Market Breadth Improvement Conflicted by Weak Leading Indicators
Our Investment Strategy Group discusses the latest market and economic news in its weekly update. Read more.