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.
February 10, 2023
After 2 years of pandemics and other general chaos, Janney's top advisors are able to gather once again in a friendly atmosphere (St. Thomas USVI) along with spouses. This is a perfect time to reflect on the past, exchange ideas with which to better serve our clients, re-connect with distant friends and hear about the growth of families and careers. The dedication of all attendees to their clients and community is what makes Janney such a force for good in a challenging time. Tom Graham at Janney
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 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.
January 03, 2023
Outlook 2023
Outlook 2023 offers the Janney Investment Strategy Group’s baseline forecasts for the economy and equity and fixed income markets in the coming year.
December 08, 2022
Make Long-Term Care a Part of Your Financial Plan
It is important that long-term care be addressed as part of your financial plan so you’re prepared for what life may bring.
December 08, 2022
9 Considerations for 2022 Year End Tax Planning
In addition to the continued challenges brought on by inflation and rising prices, 2022 also saw new tax laws as well as proposed additional anticipated changes in 2023. This article examines what you should be aware of as you begin to prepare for 2022 year-end tax planning.
December 08, 2022
4 Tips for Navigating Market Volatility
Market volatility is inevitable, but that doesn’t mean it isn’t concerning at times. Let’s explore some important tips and insights that may help you navigate market volatility in a smart and strategic way.
November 14, 2022
Life Happens: Adapting Your Estate Plan For Life Events
Life events such as marriage, the birth or adoption of a child, and increased wealth may require adjustments to your estate plan. Join us to learn about the current estate tax environment, different types of trusts, when to use them, and more.
November 10, 2022
How To Buy a House After a Divorce
Just a few short months ago, buying a house meant one needed to be ready with an offer. It was truly a "sellers" market. Mortgages were affordable and easily attained. Now, times change, especially if one is finalizing divorce proceedings. This article may provide those going through a divorce with ideas to further research. - Tom Graham at Janney
https://moneytips.com/how-to-buy-a-house-after-a-divorce/
October 11, 2022
Market Update
Join us for an update on current market levels – including equities, interest rates, commodities, and currencies – as well as technical trends heading into year’s end and the start of 2023. Janney’s Dan Wantrobski, Technical Strategist and Associate Director of Research, will also cover U.S. demographic trends and liquidity concerns, plus sector highlights.
Featuring: Dan Wantrobski | Technical Strategist and Associate Director of Research
Capital Markets Group, Janney Montgomery Scott
October 03, 2022
Life Events May Trigger Lending Needs
https://www.janney.com/wealth-management/education/detail/education/2022/05/12/life-events-may-trigger-lending-needs
September 20, 2022
Midterm Elections: The Other Four-Year Cycle
Our Investment Strategy Group reviews stock market performance around midterm elections and key takeaways for investors.
September 19, 2022
September Investment Perspectives
In this edition of Investment Perspectives, our Investment Strategy Group discusses Federal Reserve policy as well as short- and long-term market considerations.
September 19, 2022
Family Love Letter
It’s not easy to plan for the possibility of death or debilitating illness. But, anticipating the unexpected can help to lessen the burden for your loved ones after you are gone.
Join us to learn how every family can prepare by properly planning, sharing those plans with loved ones, and reviewing and updating those plans as circumstances change—giving you comfort in the fact that your family will be provided for as well as possible.
Register Here: https://advisor.janney.com/janneyevents/community_activity#Family_Love_Letter
September 14, 2022
The Fed is willing to cause some pain in households and the economy to fight inflation, says Mark Luschini
Chief Investment Strategist Mark Luschini appeared on CNBC Power Lunch to weigh in on the Fed's next move in light of inflation, trends in the labor market and consumer spending. Watch the full interview:
