September 16, 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:
https://tinyurl.com/46sjzkup
September 13, 2024
What are Other Plan Sponsors Doing? Insights and Trends
Did you miss our webinar on what other businesses who sponsor a retirement plan are doing? No problem!
https://www.janney.com/videos/default-source/default-video-library/webinars/what-are-other-plan-sponsors-doing-insights-trends.mp4
September 12, 2024
September Investment Perspectives
In the latest edition of Investment Perspectives, our Investment Strategy Group explores the current state of the labor market, anticipated interest rate cuts, and historical market performance in September.
September 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.
September 10, 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!
September 04, 2024
529 Plans: A Tax-Efficient Way to Fund Your Grandchildren’s Education
There are several advantages to using 529 Plans to help fund a grandchild’s education, including:
- Contributions are treated as gifts, which removes assets from your estate, providing potential tax benefits.
- Allows for tax-deferred growth as all earnings are withdrawn tax-free when used for permitted education purposes.
- You maintain control of the assets, unlike other types of gifts, as funds can only be used according to the will and direction of the account holder.
Read more about these advantages and other considerations when using 529 plans to help fund education for the next generation and see if this solution is right for you.
September 03, 2024
Business Surveys Signal Sustained Economic Expansion
Our Investment Strategy Group analyzes what you need to know about the latest market and economic news. Read more.
September 03, 2024
A Medicare Primer
What's Medicare? Do you need it? How and when do you enroll? Join our exclusive virtual presentation to learn how to navigate the Medicare process and to help you make informed decisions for your health coverage and finances. Featuring Tim O’Mara, Vice President with Nationwide’s Retirement Institute.
Sponsored by: Nationwide
September 03, 2024
Using Life Insurance as a Retirement Planning Tool
Cash value life insurance can offer you both financial security and a tax-deferred way to accumulate additional funds for retirement that can work similarly to a Roth IRA.
August 28, 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.
August 27, 2024
Generation Z: Different Values, Behaviors, and Perspectives
Gen Z is redefining financial habits with differing values, behaviors, and perspectives. Read more about these defining characteristics and important considerations Gen Z should think about with their financial planning, and how parents can assist.
August 26, 2024
On Women's Equality Day, we honor the achievements of women while continuing to create lasting opportunities and support systems for women to thrive.
August 25, 2024
Evidence of Economic Resilience but Slower Growth Ahead
In this article, our Investment Strategy Group provides an overview of the latest market and economic news.
August 20, 2024
Three Strategies to Navigate Market Volatility
The best time to adopt new investing strategies is rarely in the middle of market volatility. However, it is a great time to review your financial plan and uncover any opportunities or benefits. Here are three actions to take during a volatile market.
August 19, 2024
Congratulations to Janney’s 2024 Values Award recipient, Jessica Lempa, Chief Compliance Officer - Investment Advisory. This recognition is given annually to a team member who personifies our values - deliver with integrity, drive for results, keep people at the center, and exceed expectations. We’re proud to have her on our team.
August 19, 2024
We’re pleased to welcome Financial Advisor Ron Arthur in Charleston, West Virginia. He was previously associated with Truist. We look forward to supporting Ron and his clients with our advisor-centric and entrepreneurial culture.
August 18, 2024
August Investment Perspectives
In the latest edition of Investment Perspectives, our Investment Strategy Group discusses the importance of focusing on the macroeconomic environment, what to know about floating rate bond performance during rate cuts, and expectations for the stock market.
August 15, 2024
Forbes Names 5 Janney Financial Advisors Best-in-State Next-Gen Wealth Advisors
Congratulations to the five Janney Financial Advisors who have been named Best-in-State Next-Gen Wealth Advisors by Forbes. We’re proud to support their growth and development at Janney.
Read more: https://bit.ly/46BNsWo