James Winner of Janney Montgomery Scott LLC

James Winner of Janney Montgomery Scott LLC James M. Winner, Senior Vice President / Investments. Email: [email protected], located in the Bel Air MD branch of Janney Montgomery Scott residents only.

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A 529 Education Savings Plan can be a great way to save for your children's or grandchildren’s education. Below are some...
04/04/2024

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.

Beginning to plan for a child’s education can seem like a daunting task. With the costs of college rising as much as 5% per year, the time to start saving and planning is now. For example, the national average cost of a:

In this report, our Investment Strategy Group reviews the major investment trends that will influence the economy and ma...
04/03/2024

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.

This piece reviews the major secular investment trends that will influence the economy and markets in the coming years.

As we celebrate Easter, wishing you a day filed filled with joy, renewal, and the warmth of loved ones.
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As we celebrate Easter, wishing you a day filed filled with joy, renewal, and the warmth of loved ones.

Learn more about how the right dose of optimism can be the fuel toward your goals, boosting both motivation and well-bei...
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Learn more about how the right dose of optimism can be the fuel toward your goals, boosting both motivation and well-being.

The right amount of optimism may motivate us to work harder.

An often-overlooked provision of the Pension Protection Act allows you to gain valuable tax benefits by replacing an unn...
03/21/2024

An often-overlooked provision of the Pension Protection Act allows you to gain valuable tax benefits by replacing an unneeded annuity with one that offers long-term care coverage. Several benefits can include:

- Tax-deferred growth
- New features/better rates
- Legacy planning

Learn more about annuity exchanges and if this solution would fit your situation:

Purchasing traditional long-term care (LTC) insurance to help cover the costs associated with an extended care need—which are costs not covered by Medicare—can be an expensive undertaking. But thanks to an often-overlooked provision of the Pension Protection Act (PPA), which took effect in 2010,...

In this edition of Investment Perspectives, our Investment Strategy Group discusses the economic evolution of Mexico, in...
03/20/2024

In this edition of Investment Perspectives, our Investment Strategy Group discusses the economic evolution of Mexico, insights into the framework on the Fed’s balance sheet, and whether there are new highs ahead for the S&P 500.

In this latest Investment Perspectives, we discuss the economic evolution of Mexico, the Fed’s many misconceptions, and whether there are new highs ahead for the S&P 500.

From fine dining to beloved local classics, check out this list of the top restaurants nationwide.
03/15/2024

From fine dining to beloved local classics, check out this list of the top restaurants nationwide.

From buzzy Instagram-worthy spots to tried-and-true small-town standbys, these are USA TODAY's top restaurants across the United States in 2024.

The estate and gift tax exemption limit is currently at a historic high but due to “sunset” on December 31, 2025. Read m...
03/07/2024

The estate and gift tax exemption limit is currently at a historic high but due to “sunset” on December 31, 2025. Read more about some strategies and considerations to take advantage of this unique opportunity.

In 2024, the estate and gift tax exemption is $13,610,000 per person ($27,220,000 for married couples), the highest it has ever been. The estate and gift tax exemption is set to “sunset” on December 31, 2025 to the prior estate tax exemption of $5,000,000 for individuals ($10,000,000 for married...

If you participate in a 401(k), or other qualified retirement plan that lets you invest in your employer’s stock, consid...
02/29/2024

If you participate in a 401(k), or other qualified retirement plan that lets you invest in your employer’s stock, consider the tax deferral opportunities of net unrealized appreciation (NUA). Learn more:

When you receive a distribution from your employer’s retirement plan, in general, the distribution is taxed as ordinary income. The most common way to avoid immediate taxation is to roll the plan assets over to an IRA. However, when you receive distributions from the IRA, they will be taxed as ord...

Emotional intelligence is an important trait for leaders. Here are some tips on how to put it into practice.
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Emotional intelligence is an important trait for leaders. Here are some tips on how to put it into practice.

Emotional intelligence is an essential skill for leaders if they seek to build a culture where employees feel valued and motivated, writes Naphtali Hoff.

When it’s time to complete your tax forms, review this checklist with steps to help ensure a stress-free tax filing expe...
02/22/2024

When it’s time to complete your tax forms, review this checklist with steps to help ensure a stress-free tax filing experience and also to help maximize your tax planning.

Whether your contribution is pre-tax or post-tax, any earnings you get on your investments are tax-deferred until withdrawal. If your employer matches contributions, contribute at least that percentage of your paycheck. Otherwise, you’re passing on money that could be invested for you.

In this issue of Investment Perspectives, our Investment Strategy Group discusses the surge in demand for copper, four k...
02/20/2024

In this issue of Investment Perspectives, our Investment Strategy Group discusses the surge in demand for copper, four key themes for the bond market in 2024, and long-term stock market considerations.

In this issue of Investment Perspectives, we look at the key drivers in the surge for copper demand, the 2024 trends in the fixed-income markets, and what will matter most for the stock market in the long term.

Happy Presidents' Day! May the dedication of the leaders who shaped our nation inspire us all.
02/19/2024

Happy Presidents' Day! May the dedication of the leaders who shaped our nation inspire us all.

Check out this list of America’s most scenic train rides and explore the stunning landscapes.
02/16/2024

Check out this list of America’s most scenic train rides and explore the stunning landscapes.

From Amtrak routes along California’s coast to the wild beauty of the Alaska Railroad, these trains are worth booking for the views alone.

If you’ve maximized your traditional retirement contributions but want to save more for retirement, cash value life insu...
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If you’ve maximized your traditional retirement contributions but want to save more for retirement, cash value life insurance can offer both financial security and a tax-deferred way to accumulate additional funds. Read more and learn if this strategy could be right for you.

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Wishing you a day filled with love, joy, and cherished moments with those who are special in your life. Happy Valentine’...
02/14/2024

Wishing you a day filled with love, joy, and cherished moments with those who are special in your life. Happy Valentine’s Day.

From reframing negative thoughts to envisioning your future self, check out these tips to jumpstart your goals and break...
02/09/2024

From reframing negative thoughts to envisioning your future self, check out these tips to jumpstart your goals and break through internal roadblocks.

Mental health experts suggest exercises to knock down the internal roadblocks that are causing burnout and holding you back.

Involving family members in your estate planning can help avoid surprises, lead to better financial planning, and help d...
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Involving family members in your estate planning can help avoid surprises, lead to better financial planning, and help develop a long-lasting family legacy. Read more on how to get started:

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In its weekly update, our Investment Strategy Group breaks down the latest market and economic news.
02/06/2024

In its weekly update, our Investment Strategy Group breaks down the latest market and economic news.

Consumer confidence and resilient spending are being supported by a still strong labor market and inflation that continues to fall.

Learn how this transformative leadership approach drives success and fosters a culture of continuous improvement.
02/02/2024

Learn how this transformative leadership approach drives success and fosters a culture of continuous improvement.

There are at least three reasons why this practice of asking others for their ideas and observations provides such valuable nuggets to the one who asks: Information it...

Would you like to contribute to a Roth IRA, but your income exceeds the applicable income limits? Learn about how you ca...
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Would you like to contribute to a Roth IRA, but your income exceeds the applicable income limits? Learn about how you can use a backdoor Roth strategy in this article.

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Learn more about the latest market and economic news in our Investment Strategy Group’s weekly update.
01/29/2024

Learn more about the latest market and economic news in our Investment Strategy Group’s weekly update.

Major stock indexes, led by the S&P 500, are breaking out to new all-time highs, and we are encouraged by the positive action from cyclical industries that benefit the most from economic growth.

From Estonia to Taiwan, discover the most captivating places to explore this year and help inspire your next adventure.
01/26/2024

From Estonia to Taiwan, discover the most captivating places to explore this year and help inspire your next adventure.

With international tourism nearly back to normal levels, it’s time to think a little differently about destinations. Here are 24 ideas for 2024.

As Gen Z enters adulthood, their differing values, behaviors, and perspectives will inevitably shape their relationship ...
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As Gen Z enters adulthood, their differing values, behaviors, and perspectives will inevitably shape their relationship with money. Read more about these defining characteristics and important considerations Gen Z should think about with their financial planning, and how parents can assist.

Much has been written about the Millennial generation—those born between 1981 and 1996. Often mistakenly perceived as isolated and disengaged, these tech-savvy information sharers are in fact a globally aware, highly empathetic, and cause-driven generation, with a strong collective social conscien...

Our Investment Strategy Group analyzes what you need to know about the latest market and economic news. Read more.
01/23/2024

Our Investment Strategy Group analyzes what you need to know about the latest market and economic news. Read more.

Learn more about the latest market and economic news in our Investment Strategy Group’s weekly update.

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