September 20, 2023
September Investment Perspectives
In this edition of Investment Perspectives, our Investment Strategy Group takes a look at BRICS+ and potential investment opportunities, determines if bond market supply matters, and discusses the latest market news.
September 20, 2023
Determine How Life Insurance Fits in Your Financial Plan
September is life insurance awareness month, which can lead you to more questions than answers. Use this checklist to start the process of determining if you need it, and if you do-- let's discuss what solution best fits your needs.
September 19, 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 16, 2023
Tax & Estate Planning Virtual Seminar
Whether it’s the possibility of tax laws changing soon or recent updates impacting inherited retirement accounts, there’s a lot to consider when it comes to tax and estate planning.
Join us for this exclusive virtual seminar where we will explore what to do before the 2017 Tax Cuts and Jobs Act sunsets, estate & gift planning strategies, charitable gifting, and income tax planning opportunities, as well as new provisions in Secure Act & Secure Act 2.0, types of beneficiaries and the new 10-year payout, using trusts as beneficiaries, and incorporating Secure Act & Secure Act 2.0 within your financial plan.
September 15, 2023
The Changing Landscape of 529 Plans
In recent years, there have been numerous policy changes related to 529 plans. Learn more about these changes and the implications for 529 plan owners and beneficiaries.
September 11, 2023
A Family Conversation on Estate Planning
Having a discussion about your estate plan can help avoid surprises, lead to better financial planning, and help develop a long-lasting family legacy. Read more for some tips on how to get the conversation started.
September 09, 2023
Making a Charitable Gift? Consider a QCD
Should you consider a Qualified Charitable Distribution to satisfy all or part of your required minimum distributions from an IRA while also supporting your charitable giving? Read this article to learn more.
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 30, 2023
Protecting the value of your business for the next generation
If you're a small business owner, it's important to have a succession plan in place. Read more to make sure you are prepared to protect the value of your business.
August 25, 2023
Stocks Remain in Consolidation Phase With Key Support Levels Holding
In this article, our Investment Strategy Group provides an overview of the latest market and economic news.
August 23, 2023
Online Access Estate Organizer
Estate Organizer, a new financial wellness tool available in Online Access, allows clients to manage estate planning documents and contacts, so loved ones, beneficiaries, and personal representatives know exactly what to do. Watch this video to learn more:
August 17, 2023
Tax-Smart Charitable Gifting Strategies
Are you looking to support the charities you care about and save on your taxes at the same time? Learn more about charitable gifting strategies that could fit your situation and financial plan.
August 16, 2023
Janney Earns Great Place to Work Certification for Second Consecutive Year
It’s official! Janney has earned the Great Place to Work certification for the second consecutive year. This prestigious honor is based entirely on what current employees say about their experience working at Janney. Congrats Team Janney.
August 14, 2023
August Investment Perspectives
In the latest edition of Investment Perspectives, our Investment Strategy Group explores why GDP matters for investors, how to structure long-term bond portfolios, and reviews the latest market and economic information.
August 08, 2023
Insurance Solutions for Business Owners
Insurance has the ability to be a multi-faceted and multi-purpose tool for your business. Here are some important considerations for the protection of you and your business, including how insurance can align with your business goals.
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.
