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 08, 2023
What You Need to Know about the Secure Act 2.0
The new Secure Act 2.0 bill has several provisions impacting IRA owners, retirement plan participants, college savers, and more. Read more about the changes and how they could affect you.
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 31, 2023
Look Out For These Top Tax Scams When Filing Your Taxes
Tax scams tend to spike from December through April. Protect yourself and read more about some of the most common tax scams.
January 30, 2023
Debt Ceiling: Déjà Vu Again?
Our Investment Strategy Group discusses what to know about the debt ceiling and the importance of a diversified portfolio.
January 26, 2023
Why Opt for a ‘Total Return’ Retirement Strategy?
Due to several factors, individuals are increasing left with the responsibility for funding their retirement. Read more to see how a ‘total return’ strategy can help prepare you.
January 24, 2023
Janney Adds 32 Experienced Financial Advisors in 2022
Janney's boutique culture offers a compelling alternative for Financial Advisors with 32 experienced advisors joining in 2022. The advisors joined from Edward Jones, McDonald Partners, Morgan Stanley, Raymond James, Truist, UBS and Wells Fargo Advisors.
January 23, 2023
Forbes Recognizes 51 Janney Teams as Best-in-State Wealth Management Teams
Congratulations to the 51 Janney teams recognized as Best-in-State Wealth Management Teams by Forbes. These teams represent the best of our industry and we're proud to have them at Janney.
January 13, 2023
Long-Term Capital Market Assumptions
In this paper, our Investment Strategy Group outlines its long-term market expectations after a year change and its rationale for improved returns across most asset classes in 2023.
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 10, 2023
Congress may pass new retirement rules. These 7 changes are on the table | CNN Business
Retirement legislation known as Secure Act 2.0 is expected to be signed into law. Here’s an overview of significant provisions.
January 09, 2023
New Secure 2.0 Law Makes 529 Plans Far More Attractive
Janney’s Senior Tax and Estate Planner spoke with Barron’s about how the Secure 2.0 Act could make it easier to preserve the tax-advantaged status of unused funds in 529 plans. Learn more.
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 28, 2022
Home Improvement Credits Under the Inflation Reduction Act
The Inflation Reduction Act has provided several tax opportunities if you plan to purchase an electric vehicle or make energy-efficient home improvements. Read more for an overview of these opportunities.
December 12, 2022
9 Considerations For 2022 Year End Tax Planning
Here are some timely tax planning strategies to consider before the end of the year, including Roth conversions, charitable giving, RMDs, among others.
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.
