March 05, 2025
Remaining Disciplined During Market Downturns
Investors who remain committed to their financial goals in the face of short-term turbulence may experience advantages in the end.
February 25, 2025
Did you know an estimated 65 to 80% of a business owner’s net worth is tied to their business?* If you’re approaching retirement age, you need to protect the wealth you have built. Financial planning and business succession planning can help you understand the nexus of your personal net worth, the value of your business, and the exit strategies that will allow you to enjoy the benefits of years of hard work and sacrifice. Join us to hear Janney thought leaders highlight our collaborative approach in addressing the unique needs of business owners. Register here: https://advisor.janney.com/janneyevents/events/financial-strategies-for-business-owners/
*According to estimates from the Exit Planning Institute
February 03, 2025
Get Tax Information and Forms
Be sure to check out our 2024 tax resources for updated mailing schedules, tax forms, and other helpful resources as you prepare for upcoming tax deadlines.
February 03, 2025
Outlook 2025
When you understand what’s expected for the economy and markets in the coming year, you can better develop a long-term investment strategy. Read our Outlook here.
January 22, 2025
Maximize the Value of Your Business with Insights from an Investment Banker
Whether you are considering a sale in the near term or just beginning to put a plan in place, you should focus on maximizing the value of your company. An investment banker can help.
In this webinar, join members of the Janney Investment Banking team, leaders in middle-market advisory and financing solutions, to learn how a collaborative approach, in-depth industry knowledge, and sector expertise can produce positive results tailored to your needs.
December 21, 2024
The Hackensack office is collecting non-perishable food and personal hygiene products for Oasis - A Haven for Women & Children Located in Paterson, NJ.
Non-Perishable Food Needed: Pasta, Cereal, Oatmeal, Peanut Butter & Jelly, Soup, Snacks, Canned Beans, Canned Tuna, Canned Chili, Mac & Cheese, Tomato Sauce, Canned Vegetables, Canned Fruit, Juice Boxes.
Personal Hygiene Items Needed: Shampoo, Conditioner, Bar soaps, Lotion, Toothbrushes, Toothpaste, Razors, Deodorant, Feminine hygiene items.
Donations can be placed in the collection bin located in the lobby of our branch:
Janney Montgomery Scott LLC
505 Main Street – Suite 200 – Hackensack, NJ
Donations will be accepted until Friday, January 17th, 2025
We’d love for you to be part of it!
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 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 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 16, 2024
WE DID IT! With all of your generous donations, JANNEY Hackensack in partnership with Jersey Cares was able to collect children’s Halloween costumes, as well as plenty of accessories & treat bags for children in need across the state of New Jersey. We can't thank you enough for helping us provide children with the chance to enjoy a fun and festive Halloween! Please visit the Jersey Cares website for more information about the costume drive: https://www.jerseycares.org/Halloween_Costume_Drive
October 15, 2024
9 Considerations for 2024 Year-End Tax Planning
Now is a great time to start thinking and talking about ways to start planning for year-end taxes. Please reach out with any questions or concerns about your year-end tax planning and ways that we can help.
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 11, 2024
The Washington Update
Year-End Planning & Election Update with Jeff Bush.
Join our exclusive virtual seminar!
Political and financial correspondent Jeff Bush of The Washington Update will provide a nonpartisan analysis of what’s going on in Washington, the potential implications of the presidential election, and planning strategies that can help you keep your financial goals on track.
Only those who register and attend can access the post-event recording, so don’t miss out!
September 05, 2024
WE DID IT! Thanks to all the generous donations, the Hackensack Office in partnership with the Bergen Family Center, collected school supplies for children in Bergen County for the new school year. Children in need were given backpacks filled with supplies that will help them begin the school year with the basic tools they need to succeed. The Bergen Family Center serves the community with programs for families like an After School Program for young children, Counseling, Tutoring and College Prep for Teens, and Care Management for the Homebound Elderly. To learn more about The Bergen Family Center and their programs, visit their website at: https://bergenfamilycenter.org/
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 20, 2024
A Medicare Primer
What's Medicare? Do you need it? How and when do you enroll? Join our exclusive virtual presentation to learn how to navigate the Medicare process and to help you make informed decisions for your health coverage and finances. Featuring Tim O’Mara, Vice President with Nationwide’s Retirement Institute.
Sponsored by: Nationwide
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 26, 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
