Research & Insights

As of July 1, 2021, the newly enacted Community Property Trust Act allows residents and nonresidents alike to establish a Florida community property trust. The tax law provides that residents of community property states receive a full basis step-up on their community property upon the death of the first member of a married couple to die.

Forbes Recognizes Kenneth Feiertag as a Best-In-State Wealth Advisor

Janney Montgomery Scott LLC, a leading full-service wealth management, financial services, and investment banking firm, is pleased to announce that Kenneth Feiertag, Executive Vice President/Investments, Financial Advisor has been named to the Forbes 2020 Best-In-State Wealth Advisors list.

Factors that matter when defining a recession, bond market volatility, and earnings reports vs. the first 100 days.

The day-to-day demands of running a business can be all-consuming. This article takes a look at a few important considerations for the protection of you and your business.

Soaring inflation and global conflict have led to ongoing stock market volatility. Retirement savers may be wondering, “Is now a good time to convert to a Roth IRA?”

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.

Investors have improved access to alternative investments today, and studies show that they can enhance portfolio performance. This piece reviews the growing asset class and provides guidance for portfolio construction.

Navigating the world of personal finance and investing can feel overwhelming to most people—and gender may further affect your financial experiences and situation. Here’s some of the unique considerations women often face, and how you can take control by planning for your financial future.