News and Commentary
Video Library
Q1 2023 Quarterly Update
We discuss the items shaping the markets heading into 2023 and dive a little deeper into what could be on tap this year for bonds.
Charitable Giving In Your Estate Plan
Options to consider if you want charitable giving to be a part of your estate plan.
The SECURE Act
Since the SECURE Act passed in 2019, things have changed a great deal for beneficiaries of retirement accounts (IRA, 401(k)s, etc.)
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
January 19, 2023
Santa Might Not Be Done
Chances are you've heard of a Santa Claus rally in the markets. If not, it's a stretch of 7 trading days (5 at year-end and 1st 2 of the next year) that market lore says will provide a glimpse of what's to come in the year ahead.
Janney's Investment Strategy Group recently put that theory to the test and explored a potentially better one - the January Indicator Trifecta. Click the link below to find out more - and where we stand on the road to a potential "hat trick."
https://www.janney.com/capital-markets/deal-announcements/deal-announcements/detail/insights/2023/01/10/santa-might-not-be-done
January 11, 2023
Simple Safeguards from Cybercrime
In an increasingly digital world, it’s more important than ever to take precautions and be aware of how to stay safe from identity theft and cybercrime. Join our exclusive webinar to hear from Jeff Lanza, retired FBI Special Agent, where he’ll cover simple, valuable tips on how to protect your identity and computer, and be aware of potential scams.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
What to Consider When Buying or Selling a Home in a Rising Mortgage Interest Rate Environment
If you are buying or selling a home when mortgage interest rates are rising, there are important considerations to keep in mind that impact affordability and other factors.
January Investment Perspectives
Our Investment Strategy Group offers commentary on reducing national debt, major fixed income themes from last year, and the economic factors weighing most heavily on investors in 2023.
Home Improvement Credits Under the Inflation Reduction Act
If you are planning to purchase electric vehicles or make energy-efficient improvements to your house, you may save some money under the Inflation Reduction Act.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
