June 16, 2025

In periods of market uncertainty, it is crucial to evaluate all your options.
Annuities may offer a combination of asset protection, tax deferral, and income features that can support a diversified retirement strategy.
Read more here: https://www.janney.com/wealth-management/education/all-education/detail/education/2025/04/28/leveraging-annuities-during-market-uncertainty
June 05, 2025

IRS Limits on Retirement Plan Benefits
If you sponsor a 401(k) plan, here is a helpful guide that includes 2025 contribution and compensation limits, including the new special catch-up contribution.
June 04, 2025

Financial Planning: Bringing Stability—and Possibility—to Your Life
Financial planning isn’t just about retirement or saving for the future, it can also be about accomplishing your lifestyle goals—like world travel or a buying a second home.
June 03, 2025

May Investment Perspectives
In this edition of Investment Perspectives, our Investment Strategy Group explores key recession indicators, examines April's bond market volatility, and analyzes how earnings reports compare to market performance during the President's first 100 days.
May 22, 2025

Planning to sell your business? Start preparing early to ensure a smooth and profitable transition.
Check out these key steps to get your company ready.
Read more: https://www.janney.com/wealth-management/education/all-education/detail/education/2025/02/28/getting-your-company-ready-for-sale
May 21, 2025

Janney's Mid-Year Market Update
What’s next for the economy and markets? Join our exclusive virtual presentation where Janney’s Investment Strategy Group shares its views on the economy and markets, inflation, monetary and fiscal policy, and what it all means for your portfolio strategy.
May 20, 2025

Caught in the Eddies
Our Investment Strategy Group discusses key takeaways from the latest Federal Reserve meeting and what it means for investors.
May 13, 2025

7 of the Smartest Ways to Pay for College
The rising cost of college can feel overwhelming, but smarter ways to fund your education are just a click away.
Explore these 7 strategies to help make funding your education easier and more manageable.
Read more: https://www.janney.com/wealth-management/education/all-education/detail/education/2024/11/25/the-7-smartest-ways-to-pay-for-college
May 02, 2025

April Investment Perspectives
In this edition of Investment Perspectives, our Investment Strategy Group looks at opportunities in European stocks, surprising moves from foreign central banks, and the impact of April's earnings expectations on stock prices. Read here: https://www.janney.com/wealth-management/education/market-commentary/detail/insights/2025/04/09/april-investment-perspectives
May 01, 2025

Leveraging Annuities During Market Uncertainty
Annuities can be a powerful tool for securing your investments—offering asset protection, tax deferral, guaranteed income, and peace of mind. Read this article to learn more.
April 28, 2025

The Washington Update with Jeff Bush
Our exclusive virtual event will highlight: How election outcomes influence policy directions and investor sentiment. The budget debate and how it shapes legislative priorities and influences market trends. Expected changes from the expiration of the Tax Cuts and Jobs Act and implications for individuals and businesses, and a look at the U.S.-China relationship and its impact on key industries and investment strategies.
April 23, 2025

Secure 2.0 Act: What Plan Sponsors Need to Know Now
The SECURE 2.0 Act is bringing key changes that will impact retirement plan design and participant savings strategies in 2025. Here’s what you need to know to prepare.
April 17, 2025

Why You Should Save - Early and Often
Want to secure a better financial future? The key lies in saving early and often. Learn how compound interest can work in your favor over time.
April 15, 2025

Remaining Disciplined During Market Downturns
Market downturns can shake your confidence, but discipline is your greatest ally. Find out how staying focused on your long-term goals can turn volatility into opportunity.
#MarketVolatility #Investing #WealthManagement #Janney
April 11, 2025

Strategies to Navigate Market Volatility
Given the current market conditions and uncertainty, investors should focus on what they can control. For useful strategies, read more here: https://www.janney.com/wealth-management/education/all-education/detail/education/2024/08/08/three-strategies-to-navigate-market-volatility
April 09, 2025

Stocks Struggle to Digest Aggressive Tariff Announcement
Learn more about the latest market and economic news in our Investment Strategy Group’s weekly update.
April 07, 2025

In this article, our Investment Strategy Group discusses the latest tariff announcement, the subsequent market volatility, and recommended strategies for navigating the current environment. Read here: https://www.janney.com/wealth-management/education/market-commentary/detail/insights/2025/04/03/reaction-to--liberation-day