July 02, 2024
![Outlook 2024: Mid-Year Update Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/3344dc6adfc2493cb4cd930efc92ceee.jpg)
Outlook 2024: Mid-Year Update
Janney’s Investment Strategy Group shares its expectations for the economy, equities, and fixed income for the remainder of 2024.
June 03, 2024
![The Family Conversation on College Planning Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/0aabe436af5c47dcaa79b3636f891dac.jpg)
The Family Conversation on College Planning
The topic of college planning is one of the most important conversations you can have as a family. This article can help you start one.
May 15, 2024
![Janney's 2024 Mid-Year Market Update Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/b99ed798dc6e44d6954d300053b1a9e1.jpg)
Janney's 2024 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, its outlook for the remainder of 2024, and what you should know about the potential impact on your portfolio strategy.
Featuring: Janney’s Investment Strategy Group
May 06, 2024
![Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/b0ea9c7f225b40a9bf4682791f865006.jpg)
Our team is proud to celebrate our associate Haleigh Miller, who recently presented on our group's processes during April's Pittsburgh Complex PCA Conference. She did a great job sharing our story and learning from other associates at the two-day event, all with the goal of continuing to hone both her and our team's work as we move forward.
Keep up the great work, Haleigh!
May 03, 2024
![May 2024 Newsletter | The McNamara Investment Group Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/9fb60db206934f798878b50b1e3f0a91.png)
May 2024 Newsletter | The McNamara Investment Group
HERE IT IS - our May newsletter!
We're calling it our Events Galore Edition, as, needless to say with that title, we have a lot going on this month. Click the link below to view our latest newsletter, which includes a replay of our recent Cybersecurity Event, the latest market headlines and a Did You Know we thought was truly worth digging up.
Subscribe to ensure you don't miss out on any future resources like these.
https://conta.cc/3UckZkg
Call/text/email our team with any questions. Have a great weekend!
May 01, 2024
![Planning Strategies for Remaining 529 Balances Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/05354e6ebf4748afbeb7bd0b3ca46d43.jpg)
Planning Strategies for Remaining 529 Balances
Did you know that if you saved more for college than you needed, new changes to 529 plans allow for unused or leftover savings to be rolled into the beneficiary’s Roth IRA?
April 29, 2024
![Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/2d551d56efb94b48aae2dc1e684a1bf4.jpg)
April is Financial Literacy month and, to celebrate, Dan had the privilege of speaking with a handful of Business 101 classes on the subject of Personal Finance last week at Peters Township High School.
This is part of the regular work Dan does in our area and in his hometown in Ohio to help educate the next generation on these topics. Our whole team thanks Mr. Good for the opportunity to once again speak with such a bright group of young people!
April 24, 2024
![April Investment Perspectives Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/1145a7d933894832a5091ba4c2590d62.jpg)
April Investment Perspectives
In the latest edition of Investment Perspectives, our Investment Strategy Group discusses what you need to know about economic activity in the Eurozone, declining interest rate volatility, and recent stock market performance.
April 16, 2024
![New Study Reveals Insights into Donor-Advised Funds | American Endowment Foundation Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/98853d2587ce4aa39fef7fe0e4544ab2.jpg)
New Study Reveals Insights into Donor-Advised Funds | American Endowment Foundation
Calling anyone who is charitably inclined!
Our team utilizes a number of different giving strategies/vehicles, one of which is called a donor-advised fund. DAFs have grown in popularity in recent years for a number of different reasons, and a recent study shed some light on how they are being used.
For instance, the median size of the DAFs studied was roughly $50,000. Only 7% of the DAFs looked at exceeded a balance of $1,000,000 (only 1% were over $10,000,000). On top of that, the average annual payout rate was 18%, a significantly higher figure than the payout rate of Private Foundation donors.
Put simply, DAFs are less restrictive, require less of an initial investment and can foster active giving now and into the future (even after you pass away).
Please give our team a call, shoot us a text or email us if you have any questions surrounding how you are giving to charities. Whether through a DAF or another approach, we're here to help you as you seek to help the organizations near and dear to your heart.
Phone: (724) 743-3301
Text: (724) 888-5684
Email: themcnamarainvestmentgroup@janney.com
https://www.aefonline.org/thought-leadership/new-study-reveals-insights-into-donor-advised-funds/?utm_source=newsletter&utm_medium=email&utm_campaign=insights&utm_content=daf-study
April 11, 2024
![Window of Opportunity: Leveraging the Estate and Gift Tax Exemption Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/c9772ce5065d44d8b5202395eac821ff.jpg)
Window of Opportunity: Leveraging the Estate and Gift Tax Exemption
Consider the planning strategies outlined in this article to take advantage of the current estate and gift tax exemption before its sunset at the end of 2025.
March 13, 2024
![Simple Safeguards: How to Protect Yourself from Identity Theft and Cybercrime. Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/0022e7694839462da57bc0b83279d11c.jpg)
Simple Safeguards: How to Protect Yourself from Identity Theft and Cybercrime.
Janney has once again invited retired FBI Special Agent, Jeff Lanza to present his popular webinar on how to protect yourself from the latest trends in identity theft and cybercrime. You won’t want to miss this valuable program!
Featuring Jeff Lanza, Retired FBI Special Agent
March 01, 2024
![Consider a Backdoor Roth if You Make Too Much to Contribute to a Roth IRA Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/f61d3bf4e13a499d997895853a9dfc8d.jpg)
Consider a Backdoor Roth if You Make Too Much to Contribute to a Roth IRA
If your income is too high for a Roth IRA, consider this backdoor strategy, which allows you to convert from a traditional IRA to a Roth—despite IRS-imposed income limits.
February 01, 2024
![Tax Information & Forms Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/664cde9a88724c218464bc3d9d85f345.jpg)
Tax Information & Forms
Be sure to check out our 2023 Client Tax Resources for updated mailing schedules, resources, and tax forms as you prepare for upcoming tax deadlines.
January 04, 2024
Outlook 2024 offers the Janney Investment Strategy Group’s baseline forecasts for the economy and equity and fixed income markets in the new year.
Read more: https://bit.ly/3vuHurR
Plus, there’s still time to register for our 2024 Market Outlook Event presented by Janney’s Investment Strategy Group on Wednesday, January 10, at 12 noon ET.
Register here: https://bit.ly/41K5G5Kin
January 03, 2024
![Outlook 2024 Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/d782cc43f53c47ddb4c7f8ed32d9b3c7.jpg)
Outlook 2024
Outlook 2024 offers the Janney Investment Strategy Group’s baseline forecasts for the economy and equity and fixed income markets in the coming year.
December 01, 2023
![9 Considerations for 2023 Year-End Tax Planning Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/81761b635e8f4a6da22b3b8b07a9a656.jpg)
9 Considerations for 2023 Year-End Tax Planning
Find time for your financial health during your holiday plans by considering the year-end estate and tax planning strategies highlighted in this article.
November 30, 2023
![Janney's 2024 Market Outlook Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/123f396a0e0447888492019b1bcd1c22.jpg)
Janney's 2024 Market Outlook
The Federal Reserve has made significant progress in bringing down inflation while maintaining growth in the U.S. economy. Can it continue in 2024? Join our exclusive virtual presentation where Janney’s Investment Strategy Group shares their views on the current state, their outlook for the coming year, and what you should know about the economy and markets’ potential impact on your portfolio strategy.
Featuring: Janney’s Investment Strategy Group
Mark Luschini | Chief Investment Strategist
Mike Halloran | Equity Strategist
Guy LeBas | Director Custom Fixed Income Solutions