Why use life insurance in estate planning

Conversations about estate-tax planning and life insurance often go together. Read more to understand why.

We're in the Great Game Now

Our Investment Strategy Group outlines key themes and takeaways from the decision by the Federal Reserve to raise interest rates by 75 basis points again.

An Annuity Income Strategy During Volatile Markets

Having a financial plan in place for the good times and the bad is essential, especially as one approaches retirement. Periodically, a financial plan should be revisited to consider new strategies.

Optimizing tax strategy and charitable giving with a donor advised fund

When developing a charitable giving strategy, there are several approaches and solutions to consider depending on your unique circumstances. Learn more:

The Cost of Waiting

Our Investment Strategy Group discusses the “cost of waiting” in cash as opposed to investing in bonds, especially with the future return profile of fixed income instruments becoming more balanced.

A Further Moderation in Economic Growth

Our Investment Strategy Group analyzes what you need to know about the latest market and economic news. Read more.

Remaining Disciplined During Market Downturns

During periods of market volatility, it’s important to stay focused on your personal investment strategy and financial plan. Read more about staying disciplined.

Outlook 2022: Mid-Year Update

Check out Outlook 2022: Mid-Year Update to read about our Investment Strategy Group’s expectations for the economy, equities, and fixed income for the remainder of 2022.

Your Assets are in Good Hands: Resources and Account Protection at Janney

Through every market condition, through every stage of your life—and your family’s life—Janney provides stability and coverage for the safety and security of your assets.

6 Strategies for Concentrated Stock Positions

Holding concentrated stock positions can often mean more complexity and potential investment risks. Here are six strategies to help protect and diversify your portfolio.

Navigating Volatile Markets during Pre and Post Retirement

Market volatility can be concerning when nearing or in retirement. However, it's important to focus on your long-term objectives rather than reacting to market fluctuations. Read more about some strategies to help give you peace of mind.

June Investment Perspectives

In this edition of Investment Perspectives, our Investment Strategy Group discusses how manufacturing and services data helps to find direction in the market and what the fixed income markets are saying about economic growth.

Economic Indicators Remain Positive with Further Signs of Peak Inflation

Our Investment Strategy Group discusses the latest market and economic news in its weekly update. Read more.

May Investment Perspectives

In this edition of Investment Perspectives, our Investment Strategy Group discusses short- and long-term market considerations, as well as what you need to know about Treasury Inflation- Protected Securities (TIPS).

Midterm Elections and the Stock Market

How do midterm elections typically impact stock market performance? Our Investment Strategy Group reviewed the data and discusses key takeaways ahead of the upcoming elections.

Fed must be wary of 'tripping the market' into recession: Mark Luschini

Our Chief Investment Strategist recently appeared on Fox Business to discuss the latest market and economic news, including what to expect when investing in a volatile market.

Stocks Would Benefit From Reduced Inflation Uncertainty

Our Investment Strategy Group analyzes what you need to know about the latest market and economic news. Read more.

Tips for Leveraging 529 Education Savings Plans

With the costs of college rising as much as 5% per year, the time to start saving and planning for a child’s education is now. If you’re a parent or grandparent, a 529 plan can be a great saving’s vehicle that also offers tax advantages. Read this article for some of a 529 plan’s key benefits.

Avoid getting scammed

Follow the tips in this checklist to help prepare and protect yourself from the most common scams.

Janney Montgomery Scott's Mark Luschini likes energy & metals even with modest demand

Chief Investment Strategist Mark Luschini recently joined CNBC to discuss the state of the market, including earnings, recession fears, monetary policy, and more. Watch the full interview.