December 10, 2024
9 Considerations for 2024 Year-End Tax Planning
The end of the year is a great time to start thinking about your taxes for the upcoming year. Here are things you can do now to get on track for 2025.
October 31, 2024
iCapital Market Pulse: Heading to the Polls
Food For thought: People give the office President way too much credit for stock market movements.
"...the S&P 500 median return is +15.8% in the following year, irrespective of which party holds office."
October 17, 2024
9 Considerations for 2024 Year-End Tax Planning
Now is a great time to focus on year-end tax planning. This article covers helpful strategies to minimize your tax burden and maximize your savings now and in 2025.
October 01, 2024
Estate Planning for Procrastinators
While you cannot predict serious illness or accidents, for your peace of mind now and your family's financial future, be prepared in advance with proper estate planning.
September 03, 2024
Using Life Insurance as a Retirement Planning Tool
Cash value life insurance can offer you both financial security and a tax-deferred way to accumulate additional funds for retirement that can work similarly to a Roth IRA.
August 07, 2024
Today the Biggs Group donated over 750lbs of pet food / supplies to DeWeather Cares, a local disaster relief non-profit, for their deployment to the flood ravaged parts of the southeast. Some areas will have received over 20” of rain. While humans are often the primary benefactor of aid, Pets and shelters become overburdened in times of natural disaster and DeWeather cares is going to help ease some of that burden through their Cares for Pets program.
August 01, 2024
How to Start Planning Retirement Withdrawals
Planning a retirement withdrawal strategy is a fundamental step toward replacing a traditional paycheck with a long-term retirement “paycheck.”
July 25, 2024
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 24, 2024
KKR to Acquire Janney Montgomery Scott from Penn Mutual
Exciting announcement! Janney will continue to operate as is with the backing and support of KKR, a new and very dynamic strategic partner.
"Following the close of the transaction, Janney will become a standalone private company that will continue to operate independently."
July 22, 2024
10 Things You Should Know About Politics and Investing
Election year fun facts: The iPhone has more influence than the White House. Profits tend to push the market over policies. Investing with emotion often leads to adverse actions. See more below from our friends at Hartford Funds.
July 05, 2024
I missed my “Janneyversary” last week! Cheers to 21 years! Thank you to my PCA Dena and all my incredible clients for making the last year the most enjoyable year (from so many perspectives) that I can remember. Can’t wait to see what’s next because it’s been an incredible ride so far.
July 02, 2024
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.
June 03, 2024
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 15, 2024
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 01, 2024
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 24, 2024
April Investment Perspectives
In the latest edition of Investment Perspectives, our Investment Strategy Group discusses what you need to know about economic activity in the Eurozone, declining interest rate volatility, and recent stock market performance.
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 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
