May 18, 2023
Janney’s Mid-Year Market Update
What’s next for the economy and markets?
Inflation has cooled but the Federal Reserve remains guarded – and those forces are causing volatility in the financial markets, as sentiment is whipsawed from bull to bear. Join our exclusive virtual seminar where Janney’s Investment Strategy Group shares their views on the current state, their outlook for the future, 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
May 01, 2023
FDIC Insurance: How It Protects Your Cash & How to Increase Coverage
Are you concerned about bank failures? This article explains how FDIC insurance helps safeguard your money, and how you can potentially increase that coverage.
April 28, 2023
May 2023 Newsletter
WEEKEND READING: Our latest monthly newsletter is here! As with so many of us, things are getting busy as the weather (slowly) warms up. In this newsletter, we detail our team's/firm's upcoming events, highlight the redesign of Janney Online Access, recap the latest market news and get topical with our "Did You Know?" feature (apologies in advance to baseball fans).
Call, text or email our team with any questions or to sign up for future newsletter!
https://conta.cc/40w70aY
April 04, 2023
Q2 2023 Quarterly Update - The McNamara Investment Group
DON'T MISS our latest Quarterly Update!
We recap the first quarter, touch on the big headline of the last few weeks and look at what's coming in the months ahead. Call/text/email if you have any questions!
April 04, 2023
Q2 2023 Quarterly Update - The McNamara Investment Group
DON"T MISS our latest Quarterly Update!
We recap the first quarter, touch on the big headline of the last few weeks and look at what's coming in the months ahead. Call/text/email if you have any questions!
April 03, 2023
Anticipating a large tax bill?
Janney’s margin lending program may help you finance your tax bill without having to sell assets or deplete cash.
April 03, 2023
The Power of Feeling Your Best: Rest. Eat. Move.
What does “feeling your BEST” look like? Let’s find out! Join our exclusive webinar where Chris Johnson, CEO and Founder of On Target Living®️, will highlight three simple but powerful principles of health: Rest. Eat. Move. Learn how to overcome limiting beliefs and supercharge your life with step-by-step guidance toward better overall health through a combination of scientific research, real-life cases, and uniquely human stories.
March 31, 2023
April 2023 Newsletter
WEEKEND READING - Don't miss our April newsletter. This month we share info on how you can join us for an annual event (and support a good cause), we discuss the big March headlines and we provide a tax-related DYK, among other topics.
Click the link below to read more and don't forget to subscribe to receive future newsletters.
Have a great weekend!
Dennis, Ryan, Dan & Haleigh
https://conta.cc/3M3dDwS
March 14, 2023
5 Common Investment Tax Filing Errors
As you file for your 2022 taxes, keep in mind the more common tax filing errors highlighted in this article, along with things you can do to avoid them.
March 07, 2023
The McNamara Investment Group | Canonsburg, PA | Financial Advisors | Janney
Interest rates are the highest we've seen in the markets in 15 years and, in some cases, are flirting with yields we haven't seen since the days of Y2K. Yet, most of us have only seen a nominal increase to the interest we're getting in our savings account at the bank.
Our team has been hard at work over the last several months with one goal in mind - to help our clients take advantage of this rare opportunity. We have access to a number of cash alternatives that have ensured our clients grow their savings as much as possible.
Please call, text or email our group today if you want to stop saving - and start growing - your cash!
Phone: (724) 743-3301
Text-only: (724) 888-5684
Email: themcnamarainvestmentgroup@janney.com
https://advisor.janney.com/themcnamarainvestmentgroup
March 03, 2023
March 2023 Newsletter - The McNamara Investment Group
WEEKEND READING - Check out our latest monthly newsletter! In this edition, we kick off spring cleaning season with a reminder to set up/review your estate documents, we recap the major market and economic headlines from February and we debut our new feature - Did You Know? - with a Western PA twist.
Click the link below to read more and to sign up to ensure you don't miss out on our newsletters moving forward!
https://conta.cc/3Ewg1rL
February 15, 2023
529 Plans: State Tax Benefits
At the start of this year, Ohio and Maine became the latest states to offer a state tax deduction for contributions to ANY state's 529 plan - joining Arizona, Arkansas, Kansas, Minnesota, Missouri, Montana and Pennsylvania.
Click the link below to see what benefits - if any - your state provides for contributions to these important vehicles for college savings.
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February 01, 2023
What You Need to Know about the Secure Act 2.0
Outlined here are highlights of the new SECURE Act 2.0 that may impact you—both now and in the years to come.
January 31, 2023
Secure Act 2.0
It's an old sports saying, but, over the last few years, investors and advisors truly have had to "keep their heads on a swivel."
Twice in the last three years, there have been major changes to retirement laws in the US. First came the SECURE Act in late 2019. That was followed by the so-called "Secure Act 2.0" at the tail end of 2022. While "2.0" didn't change the law to the same degree as its predecessor, it DID make over 100 retirement-related changes.
Our group sifted through all of those items and highlighted the ones we believe will be most impactful moving forward. Click below to read our recap of these changes and to sign up to receive future email updates from our team.
We take tremendous pride in our highly-specialized knowledge in this area and welcome the opportunity to speak with anyone (client or not) about them in greater detail. If you or anyone you know have any questions, you can reach us...
via phone: (724) 743-3301
via text: (724) 888-5684
or via email: themcnamarainvestmentgroup@janney.com
https://conta.cc/3ZkDRPK
January 30, 2023
February 2023 Newsletter
Click the link below to read our latest monthly newsletter! This month's topics include a recap of recent awards for our team and firm, details about our upcoming cybersecurity event and a rundown of the latest market headlines, among others. Enjoy!!
https://conta.cc/3kD4AqV
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.
