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.

Our Investment Strategy Group examines how geopolitical tensions are influencing oil prices and market dynamics. The report also explores opportunities in emerging markets and reinforces the importance of staying focused on long-term fundamentals.

Investors who remain committed to their financial goals in the face of short-term market turbulence may ultimately benefit.

You’re proud of the children in your life. And you may want to reward them with one of the best gifts you can give — supporting their education.

This piece reviews the major secular investment trends that we believe will influence the economy and markets in the coming years.