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.

In the latest issue of Investment Perspectives, the Investment Strategy Group examines the appetite for gold, the recent concerns around liquidity, and what to expect for stocks as the summer winds down. Be sure to check it out.

In this special report, our Investment Strategy Groups discusses the investment impacts of recent major government spending initiatives.

Instances of check fraud are on the rise in the U.S. Here are some best practices to help you avoid becoming a victim.

Learn how a well-defined asset allocation guides the path your investment portfolio follows to achieve your long-term financial goals.

Take advantage of the current tax rules to support the charities you care about and save on your taxes at the same time. This article features strategies to consider.

Newly expanded tax credits provide welcome relief from the costs associated with plan administration and company contributions.