July 25, 2024
![Determine How Life Insurance Fits in Your Financial Plan Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/95302cae28da4d04bec995756be12676.jpg)
Determine How Life Insurance Fits in Your Financial Plan
When it comes to life insurance, do you have more questions than answers? If so, use this checklist to determine if you need it and, if you do, what solution best fits your needs.
July 25, 2024
At Janney, we continually invest in our team to further their professional and personal development. We’re proud to host various conferences and events that provide opportunities for our team members to learn and develop. From distinguished speakers to engaging workshops, strategy sessions, and panels, there is something for everyone to help further their growth and better support our clients.
July 25, 2024
![Discover Generous New Tax Credits for Start-Up 401(K) Plans Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/5342576c384e40bb9d55530f955d8437.jpg)
Discover Generous New Tax Credits for Start-Up 401(K) Plans
Newly expanded tax credits are available for employers establishing first-time 401(k) plans for their employees that may offset most or all plan costs for the first three years. Learn more about these credits and the benefits to your business.
July 25, 2024
![Status and Investment Implications of Infrastructure, Clean Energy, and Semiconductor Spending Acts Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/a039acd2618b4b9aac9446d00a60b200.jpg)
Status and Investment Implications of Infrastructure, Clean Energy, and Semiconductor Spending Acts
Our Investment Strategy Group breaks down the economic and investment implications of recent major government spending initiatives on infrastructure, clean energy and semiconductor technology.
July 25, 2024
![Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/4930a637bca84108bfeddf2a45f67c24.jpg)
We’re excited to announce that KKR investment funds and our parent company, The Penn Mutual Life Insurance Company, have signed a definitive agreement under which KKR investment funds will acquire Janney Montgomery Scott.
“We are excited to enter this next chapter in our nearly 200-year history with a new value-added strategic partner. KKR has demonstrated they value our client- and advisor-centric culture and share our deep conviction in the tremendous opportunities ahead for our business,” said Tony Miller, President at Janney. “We look forward to working with KKR to invest further in our growth and enable our talented team to further improve the advice and services we offer our clients.”
Read more: https://bit.ly/4cTVLiD
July 25, 2024
![12 Benefits of Swimming: Weight Loss, Health, and More Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/769d08f60b5c448d913973bb28ec1761.jpg)
12 Benefits of Swimming: Weight Loss, Health, and More
Did you know an hour of swimming burns almost as many calories as running? Read more about the benefits of this low-impact, full-body physical activity.
July 22, 2024
![Tax-Smart Charitable Gifting Strategies Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/a24aa43b310840ff9340924b283e8947.jpg)
Tax-Smart Charitable Gifting Strategies
Did you know you can save on taxes while supporting your favorite charities and causes? Learn more about several tax-smart strategies when giving charitable gifts.
July 22, 2024
![Resilient Consumer and Lower Inflation Bolster Soft Landing Case Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/44299bf35e3b45bc92089e1f6ac0d684.jpg)
Resilient Consumer and Lower Inflation Bolster Soft Landing Case
Our Investment Strategy Group analyzes what you need to know about the latest market and economic news. Read more.
July 05, 2024
![Outlook 2024: Mid-Year Update Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/ed8be6baed9a40a2823d1bfea3857c59.jpg)
Outlook 2024: Mid-Year Update
In its Mid-Year Update, Janney’s Investment Strategy Group provides insights and expectations for the economy, equity and fixed income markets, and investment implications for the rest of 2024.
July 05, 2024
![Are You Incorporating Secure Act 2.0 Provisions into Your Financial Plan? Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/add7679fae5c4be5a11840d958d46c15.jpg)
Are You Incorporating Secure Act 2.0 Provisions into Your Financial Plan?
The SECURE Act 2.0 has numerous provisions designed to help individuals save for retirement that are either in place now or will become effective in the coming years. Learn more about the most important changes and how they could help you save for retirement more effectively.
July 05, 2024
![Business Surveys Consistent With Further Economic Growth Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/e724521d77fd42c4a4db2ec7641c6b61.jpg)
Business Surveys Consistent With Further Economic Growth
In its weekly update, our Investment Strategy Group breaks down the latest market and economic news.
July 05, 2024
![Recent Economic Readings Suggest Solid Second Quarter Growth Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/dd7cd9ffdd18411f86d7f45a30966723.jpg)
Recent Economic Readings Suggest Solid Second Quarter Growth
Our Investment Strategy Group discusses the latest market and economic news in its weekly update. Read more.
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 13, 2024
![Cash Balance Plans: An Overview Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/c204cb91b4d34a81a873d26b9de6f638.jpg)
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.
June 13, 2024
![The Importance of “What if” Planning Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/4847a29198674bea918090f2762053df.jpg)
The Importance of “What if” Planning
It’s important to plan ahead and have a “what if” plan to help protect your assets during unexpected life events. Read more for insight on what to do if a considerable change occurs in your life.
June 13, 2024
![June Investment Perspectives Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/3f89ef04c799480a85691dfd4dfb6e8b.jpg)
June Investment Perspectives
In the latest edition of Investment Perspectives, our Investment Strategy Group discusses the state of consumer activity in the U.S. economy, how the neutral rate of interest serves as a benchmark for investors, and takes a look at cap-weighted vs. equal-weighted indices.