News and Commentary
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
July 26, 2024
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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 23, 2024
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Tax-Smart Charitable Gifting Strategies
Did you know you can save on taxes while supporting your favorite charities and causes? Two strategies in particular are quite popular with our clients: Donor Advised Funds (DAFs) and Qualified Charitable Distributions (QCDs). Learn more about these two and other tax-smart strategies when giving charitable gifts in the article below. If you are philanthropically inclined and you haven't quite figured out how to incorporate it into your financial plan. Let's connect!
July 16, 2024
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Discover Generous New Tax Credits for Start-Up 401(K) Plans
If you are a business owner looking to provide additional retirement benefits to your employees there are newly expanded tax credits 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 in the article below. If you'd like to discuss more about your specific situation, let's connect!
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
![July Investment Perspectives Research Photo](/sites/default/files/2024-07/iStock-1182811599.jpg)
July Investment Perspectives
In the latest issue of Investment Perspectives, the Investment Strategy Group examines the appetite for gold, the recent concerns around liquidity, and what to expect for stocks as the summer winds down. Be sure to check it out.
![Status and Investment Implications of Infrastructure, Clean Energy, and Semiconductor Spending Acts Research Photo](/sites/default/files/2024-07/status-and-investment-implications-of-infrastructure-clean-energy-and-semiconductor-spending-acts---web.jpg)
Status and Investment Implications of Infrastructure, Clean Energy, and Semiconductor Spending Acts
In this special report, our Investment Strategy Groups discusses the investment impacts of recent major government spending initiatives.
![Here’s What You Can Do to Prevent Check Fraud Research Photo](/sites/default/files/2024-07/iStock-865527674.jpg)
Here’s What You Can Do to Prevent Check Fraud
Instances of check fraud are on the rise in the U.S. Here are some best practices to help you avoid becoming a victim.