April 22, 2024
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
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
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.
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
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
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
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
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
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
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
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!
December 23, 2023
Cheers to a festive holiday celebration for Janney Hackensack! Grateful for our dedicated team and wonderful clients who made this year exceptional. Wishing you all joy, good health and success in the coming year! ❤️🎄#HolidayCelebration #wealthmanagement
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 30, 2023
Janney's 2024 Market Outlook
The Federal Reserve has made significant progress in bringing down inflation while maintaining growth in the U.S. economy. Can it continue in 2024? Join our exclusive virtual presentation where Janney’s Investment Strategy Group shares their views on the current state, their outlook for the coming year, and what you should know about the economy and markets’ potential impact on your portfolio strategy.
Featuring: Janney’s Investment Strategy Group
Mark Luschini | Chief Investment Strategist
Mike Halloran | Equity Strategist
Guy LeBas | Director Custom Fixed Income Solutions
November 06, 2023
The Hackensack branch collected leftover Halloween candy to donate to local low-income community charities: Oasis Shelter in Paterson and Toni’s Kitchen in Montclair. Donated candy will be distributed to the children & families being supported by these organizations. Thank you for participating with us!
November 06, 2023
We are honored to share that our Jenny Daly from the Hackensack Branch was recently presented the 2023 Janney Pinnacle Award at this year’s Women Advisor Forum. Jenny was presented the award by President of Janney Private Client, Kevin Reed. The Pinnacle Award was established to recognize an advisor with outsized achievement in practice management including commitment to growth as a fiduciary, leading with advice through financial planning, marketing strategy and execution. Jenny has come a long way from her early days as a Janney high school intern & eventual babysitter for Branch Manager Tom Croonquist--almost 30 years ago! Tom knew then that we had something special with Jenny and we couldn’t be more proud of the successful Financial Advisor she’s grown into and her dedication to her clients. Please join our team in congratulating Jenny!