July 26, 2024
![Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/4930a637bca84108bfeddf2a45f67c24.jpg)
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 02, 2024
![Outlook 2024: Mid-Year Update Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/3344dc6adfc2493cb4cd930efc92ceee.jpg)
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 Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/0aabe436af5c47dcaa79b3636f891dac.jpg)
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 Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/b99ed798dc6e44d6954d300053b1a9e1.jpg)
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 Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/05354e6ebf4748afbeb7bd0b3ca46d43.jpg)
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 Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/1145a7d933894832a5091ba4c2590d62.jpg)
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 22, 2024
![Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/8b6ae8b362c84d7eaceab347e4e129a2.png)
It was great celebrating Earth Day at JANNEY Hackensack for our Shredding & Food Drive Event! 🌎 🌱 We loved spending time with our clients while supporting The Center for Food Action 💚 https://www.cfanj.org/
April 11, 2024
![Window of Opportunity: Leveraging the Estate and Gift Tax Exemption Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/c9772ce5065d44d8b5202395eac821ff.jpg)
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 21, 2024
![Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/38dcee7b6c524b63962e4e846ef1ad1c.jpg)
We are so proud to “ROCK OUR SOCKS” 🧦 today in Hackensack (or Hackensock?!) to celebrate World Down Syndrome Day. Every year on March 21, people all around the world come together to celebrate World Down Syndrome Day by wearing brightly colored, mismatched socks. You can learn more here - https://bit.ly/3LGkM69 #lotsofsocks #WorldDownSyndromeDay
March 13, 2024
![Simple Safeguards: How to Protect Yourself from Identity Theft and Cybercrime. Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/0022e7694839462da57bc0b83279d11c.jpg)
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
March 08, 2024
![Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/54de121dc387486f800ea65a6a863773.jpg)
Janney Hackensack is proud to wear Purple to celebrate the social, economic, cultural, and political achievements of women across the world for International Women’s Day!
March 01, 2024
![Consider a Backdoor Roth if You Make Too Much to Contribute to a Roth IRA Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/f61d3bf4e13a499d997895853a9dfc8d.jpg)
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 26, 2024
![Tax Deferral Strategies for Employer Stock in a Qualified Retirement Plan Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/cea17c48480643ab9d5f71169c2b9a47.jpg)
Tax Deferral Strategies for Employer Stock in a Qualified Retirement Plan
If you participate in a 401(k), or other qualified retirement plan that lets you invest in your employer’s stock, consider the tax deferral opportunities of net unrealized appreciation (NUA). Learn more:
February 01, 2024
![Tax Information & Forms Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/664cde9a88724c218464bc3d9d85f345.jpg)
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 16, 2024
![Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/321251c10060417da56496761cbf0916.jpg)
WE DID IT! With all of your generous donations the Hackensack branch was able to collect non-perishable food & personal hygiene products as well as $450 in donations for Oasis -- a haven for women & children located in Paterson, NJ. We can't thank you enough for helping us provide much needed assistance to a well-deserved community organization.
Oasis is a nonprofit organization that carries out educational and social service programs that help women enter and succeed in the workforce and help children flourish academically. They also operate a soup kitchen and provide emergency food, clothing, and social support to city residents in need.
For more information on Oasis please click here: https://bit.ly/3iOaJA3
From all of us at Janney Hackensack, THANK YOU!
January 04, 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://bit.ly/41K5G5Kin
January 03, 2024
![Outlook 2024 Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/d782cc43f53c47ddb4c7f8ed32d9b3c7.jpg)
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 27, 2023
![Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/3f6f9f1dfd3742619f64523d201e478d.jpg)
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 Tuesday, January 16th, 2024.
We’d love for you to be part of it!