November 20, 2024
Estate Planning for Procrastinators
Are you considering the growth of your estate over time? Even with withdrawals for retirement income, your total estate value could potentially be pushed over the projected exemption amounts. Click here to learn more about estate planning:
November 13, 2024
A Glidepath
Our Investment Strategy Group reviews the Federal Reserve’s decision to cut interest rates for the second consecutive time. Read more about what it means for the market and investors.
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November 12, 2024
Investment Implications of Presidential Election Results
Our Investment Strategy Group explores the potential investment implications of the election results and the importance of focusing on long-term investment goals.
October 28, 2024
Cash Balance Plans: An Overview
Should your business consider offering a cash balance retirement plan? In this one pager, learn about the potential for accelerated retirement savings and significant tax benefits.
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October 24, 2024
Estate Planning
Did you know? If current legislation sunsets, even an extremely conservative rate of return can potentially push your total estate value over the projected exemption amounts.
Click here to learn more about the importance of estate planning:
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https://tinyurl.com/46sjzkup
October 22, 2024
6 Tax Planning Opportunities Before the TCJA Sunsets
The Tax Cuts and Jobs Act of 2017 is scheduled to sunset at the end of 2025. Here are six things to consider to help mitigate your possible potential tax risk.
https://tinyurl.com/yk8jjp2n
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October 21, 2024
October Investment Perspectives
Read the latest Investment Perspectives from our Investment Strategy Group. Learn about China’s latest economic activity, potential changes to tax exemptions and their impact on munis, and the role of earnings expectations in driving stock prices.
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October 17, 2024
9 Considerations for 2024 Year-End Tax Planning
Now is a great time to focus on year-end tax planning. This article covers helpful strategies to minimize your tax burden and maximize your savings now and in 2025.
October 16, 2024
The First Cut is the Deepest: Bond Markets in the Next Stage of the Cycle
Our Investment Strategy Group examines how the bond market could respond in the month ahead to the Federal Reserve's recent rate cut, highlighting the key factors shaping today’s economic environment.
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October 14, 2024
If you sponsor a 401(k) Plan, now is a great time to evaluate your employee engagement strategy:
• Are the topics covered of interest to your employees?
• Are you combining virtual and in person meetings for maximum results?
• Do your employees feel confident in their financial security?
Janney is passionate about financial wellness and improving the quality of life for participants in retirement. Contact our team to discuss ways to design an engagement strategy aligned with your plan goals.
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For more information about Janney, please see Janney’s Relationship Summary (Form CRS) on www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.
October 14, 2024
Lower Inflation and Interest Rates Support Stocks
In this article, our Investment Strategy Group provides an overview of the latest market and economic news.
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October 10, 2024
The 7 smartest ways to pay for college
Are you looking to save for your children’s college education but unsure where to start? Here are seven strategies you can consider to help pay for college.
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October 04, 2024
Here’s What You Can Do to Prevent Check Fraud
Check fraud is on the rise in the United States. Read this article for some best practices to help protect yourself from becoming a victim.
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October 01, 2024
Landing the Beast
Our Investment Strategy Group reviews the Federal Reserve’s decision to cut interest rates by a half percentage point. Read more about the decision and what it means for the market and interest rates.
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October 01, 2024
Estate Planning for Procrastinators
While you cannot predict serious illness or accidents, for your peace of mind now and your family's financial future, be prepared in advance with proper estate planning.
September 30, 2024
Restructuring Your Assets to Qualify for Medicaid
Did you know Medicaid can help you cover long-term care and home healthcare costs? While eligibility can be very complex, with some thoughtful estate planning, you may be able to qualify for this valuable benefit. Read more.
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September 26, 2024
And They're Off
As Election Day approaches, our Investment Strategy Group examines how presidential elections have historically impacted stock market performance in the medium to long term, offering key insights and challenging common assumptions.
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September 11, 2024
The Washington Update
Year-End Planning & Election Update with Jeff Bush.
Join our exclusive virtual seminar!
Political and financial correspondent Jeff Bush of The Washington Update will provide a nonpartisan analysis of what’s going on in Washington, the potential implications of the presidential election, and planning strategies that can help you keep your financial goals on track.
Only those who register and attend can access the post-event recording, so don’t miss out!
