May 07, 2024
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.
May 06, 2024
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 01, 2024
Don’t Procrastinate – Establish Your Will
Establishing a will is an important estate planning consideration. Here are some steps to help you establish or complete this valuable document.
May 01, 2024
Planning Strategies for Remaining 529 Balances
Did you know that if you saved more for college than you needed, new changes to 529 plans allow for unused or leftover savings to be rolled into the beneficiary’s Roth IRA?
April 30, 2024
Financial Planning is part of a thorough investment strategy.
Discover the advantages of financial planning. Watch this segment on Nasdaq Trade Talks to hear our Head of Wealth Planning share insights on a range of timely topics, including:
- Understanding the importance of financial planning for high-net-worth individuals and families.
- Exploring strategies for effectively managing inheritances or windfalls.
- Discovering the significance of personalized financial plans tailored to your unique circumstances.
- Learning about Janney's commitment to support the next generation of Financial Advisors.
April 29, 2024
Weinstock Wealth Management | Darien, CT | Financial Advisors | Janney
https://advisor.janney.com/weinstockwealthmanagement/
April 26, 2024
Recent Event: Cybersecurity | Janney Events | Philadelphia, PA | Janney
https://advisor.janney.com/JanneyEvents/events/cybersecurity-2024/?hss_meta=eyJvcmdhbml6YXRpb25faWQiOiA5MjIsICJncm91cF9pZCI6IDE5NDcwOSwgImFzc2V0X2lkIjogMTk2MDk2MywgImdyb3VwX2NvbnRlbnRfaWQiOiAxMzA4NDUxMTAsICJncm91cF9uZXR3b3JrX2NvbnRlbnRfaWQiOiAyMDA5MTA1MDB9&fbclid=IwZXh0bgNhZW0CMTAAAR1D5DpmPq94VxS2QPCFEZ3Cm7bjQ1v6Zqg9peV8UHP1UTcB2GyKpVqaTwU_aem_AZknBMa1KuPuU13r478ySYLuhutTx7DkvsRtlC0skIK-SAxiiBFPY-oA0SzIOsGuNKr2W7bqDopK9BXObf4Xqs8Q
April 20, 2024
3 Tax-Planning Considerations Ahead of Next Year's TCJA Sunset
The Tax Cuts and Jobs Act of 2017 is scheduled to sunset at the end of 2025, meaning significant changes could be on the horizon for taxpayers. Learn about some things to consider and strategies to help mitigate the potential tax risks.
April 15, 2024
Weinstock Wealth Management | Financial Advisors | Janney
https://advisor.janney.com/weinstockwealthmanagement/
Happy to announce creation of the Weinstock Wealth Management team at Janney Montgomery Scott, committed to providing excellent client service, advice and technology.
April 13, 2024
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.
April 11, 2024
Window of Opportunity: Leveraging the Estate and Gift Tax Exemption
Consider the planning strategies outlined in this article to take advantage of the current estate and gift tax exemption before its sunset at the end of 2025.
April 10, 2024
Investment Themes for the Next Decade
In this report, our Investment Strategy Group reviews the major investment trends that will influence the economy and markets in the coming years, including advancements in artificial intelligence, the impact of aging demographics on health care, and shifts toward clean energy.
April 07, 2024
Understanding State Inheritance Taxes
https://www.janney.com/wealth-management/education/all-education/detail/education/2023/05/10/understanding-state-inheritance-taxes
April 04, 2024
When Bullying Backfires – Women's eNews
https://womensenews.org/2019/01/when-bullying-backfires/
April 03, 2024
Tips for Leveraging 529 Education Savings Plans
A 529 Education Savings Plan can be a great way to save for your children's or grandchildren’s education. Below are some of the key benefits of a 529 plan:
- Some states allow a tax deduction from (or credit against) state taxes for all or part of your contributions and will not pay any federal tax on earnings as long as the proceeds are used for a qualified education expense.
- The account owner maintains control of the account and determines the amount and timing of distributions.
- There are no income limits, and 529 plans have no time or age limits on contributions or withdrawals.
Read more about the benefits of a 529 plan.