July 25, 2024
![Determine How Life Insurance Fits in Your Financial Plan Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/95302cae28da4d04bec995756be12676.jpg)
Determine How Life Insurance Fits in Your Financial Plan
When it comes to life insurance, do you have more questions than answers? If so, use this checklist to determine if you need it and, if you do, what solution best fits your needs.
July 25, 2024
![Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/4930a637bca84108bfeddf2a45f67c24.jpg)
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 17, 2024
![Building a Personalized Asset Allocation Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/35387cac7d814c5c9082822c6968ad90.jpg)
Building a Personalized Asset Allocation
It is essential to have a well-defined target asset allocation as part of your financial plan. Learn more about the importance asset allocation and some strategies to find the right balance with your investments.
July 04, 2024
![Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/1f2f8abecc86425e9aba666d9e8e1cd6.jpg)
Today, we celebrate the land of the free and the home of the brave. Happy Independence Day.
July 02, 2024
![Evaluating Your College Savings Withdrawal Strategy Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/e28742de65e44118ae29a0e7b9caf3c6.jpg)
Evaluating Your College Savings Withdrawal Strategy
After your child gets accepted into college, prepare yourself to start withdrawing funds from your college savings accounts by understanding these considerations, including maximizing your 529 plan, tax implications, and financial aid eligibility.
July 02, 2024
![Outlook 2024: Mid-Year Update Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/3344dc6adfc2493cb4cd930efc92ceee.jpg)
Outlook 2024: Mid-Year Update
Janney’s Investment Strategy Group shares its expectations for the economy, equities, and fixed income for the remainder of 2024.
June 26, 2024
![Outlook 2024: Mid-Year Update Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/ed8be6baed9a40a2823d1bfea3857c59.jpg)
Outlook 2024: Mid-Year Update
In its Mid-Year Update, Janney’s Investment Strategy Group provides insights and expectations for the economy, equity and fixed income markets, and investment implications for the rest of 2024.
June 11, 2024
![The Importance of “What if” Planning Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/4847a29198674bea918090f2762053df.jpg)
The Importance of “What if” Planning
It’s important to plan ahead and have a “what if” plan to help protect your assets during unexpected life events. Read more for insight on what to do if a considerable change occurs in your life.
June 03, 2024
![The Family Conversation on College Planning Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/0aabe436af5c47dcaa79b3636f891dac.jpg)
The Family Conversation on College Planning
The topic of college planning is one of the most important conversations you can have as a family. This article can help you start one.
May 27, 2024
![Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/1f279dd71d93424fbfc3f66ad07cf2a3.jpg)
Today, we honor the sacrifices made by the fallen servicemen and women to protect our freedom.
May 17, 2024
![May Investment Perspectives Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/5f51a0d9cca246768153d2f8805d3773.jpg)
May Investment Perspectives
In the latest edition of Investment Perspectives, our Investment Strategy Group discusses optimism for European markets, the importance of real yields in the fixed income market, and market expectations for the months ahead.
May 15, 2024
![The Changing Landscape of 529 Plans Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/8e465a12e5584eb3b5bad65973bcf5ce.jpg)
The Changing Landscape of 529 Plans
In recent years, there have been numerous policy changes related to 529 plans. Learn more about these changes and the implications education planning goals.
May 15, 2024
![Janney's 2024 Mid-Year Market Update Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/b99ed798dc6e44d6954d300053b1a9e1.jpg)
Janney's 2024 Mid-Year Market Update
What’s next for the economy and markets?
Join our exclusive virtual presentation where Janney’s Investment Strategy Group shares its views on the economy and markets, its outlook for the remainder of 2024, and what you should know about the potential impact on your portfolio strategy.
Featuring: Janney’s Investment Strategy Group
May 09, 2024
![Higher-ish for a Little Longer-ish Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/e3092c29bcc94e34aaa34845c8ef7747.jpg)
Higher-ish for a Little Longer-ish
Our Investment Strategy Group reviews the Federal Reserve’s decision hold interest rates unchanged at their recent meeting. Read more about the decision and what it means for the market and interest rates.
May 07, 2024
![Reposition Assets for Tax-Efficient Wealth Transfer Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/04609609de4a4e3daeffdd1b39f78693.jpg)
Reposition Assets for Tax-Efficient Wealth Transfer
If you’re close to or in retirement, repositioning some of your investments may be a tax-efficient way to leave a larger financial legacy. Here are some ideas to consider.
May 06, 2024
![The global economic activity is picking up in Europe and China, says Janney's Mark Luschini Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/bfe3424fa8af4deda1cc12e83136a310.jpg)
The global economic activity is picking up in Europe and China, says Janney's Mark Luschini
Janney’s Chief Investment Strategist recently appeared on CNBC Power Lunch to discuss the latest market and economic news and where he is seeing investment opportunity in the U.S. and globally.