Chase Wealth Management Group of Janney Montgomery Scott

08/08/2024

Did you know Medicaid can help you cover long-term care and home healthcare costs? While eligibility can be very complex, with some thoughtful estate planning, you may be able to qualify for this valuable benefit. Read more.

In 1965, Congress established the Medicare program to enhance insurance coverage and ensure greater financial solvency for seniors— regardless of income, current health status, or past medical history. At the same time, they outlined parameters for Medicaid—a state managed, means-based program t...

08/05/2024

Did you know you can save on taxes while supporting your favorite charities and causes? Learn more about several tax-smart strategies when giving charitable gifts.

While each of us has our own personal motivations for and approach to giving, collectively Americans continue to be the world’s most charitable nation. In 2022 alone, annual charitable gifting in the United States totaled $499.33 billion (with gifts by individuals comprising 64% of the total).1

08/02/2024

At Janney, we continually invest in our team to further their professional and personal development. We’re proud to host various conferences and events that provide opportunities for our team members to learn and develop. From distinguished speakers to engaging workshops, strategy sessions, and panels, there is something for everyone to help further their growth and better support our clients.

08/02/2024

Did you know the Paris 2024 Olympics will feature 329 events? With the games in full swing, check out this list of Olympics related fun facts.

In light of the 2024 Summer Games in Paris, we're sharing a few fascinating facts about the Olympics. Some may shock you!

08/01/2024

The SECURE Act 2.0 has numerous provisions designed to help individuals save for retirement that are either in place now or will become effective in the coming years. Learn more about the most important changes and how they could help you save for retirement more effectively.

The RMD age has been pushed back to age 73 effective January 1, 2023. In 2033, the RMD age will be increased once again, to age 75. If you turned 72 in 2022 or earlier, you will need to continue taking your RMDs as currently scheduled.

07/31/2024

Newly expanded tax credits are available for employers establishing first-time 401(k) plans for their employees that may offset most or all plan costs for the first three years. Learn more about these credits and the benefits to your business.

The startup tax credit enables businesses with up to 50 employees to claim a credit of 100% of eligible start-up costs based on the number of NHCEs eligible to participate in the plan. Specifically, the cap is the lesser of $250 multiplied by the number of NHCEs eligible for the plan or $5,000. The....

07/30/2024

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.

The most impactful decision for investors when building their asset allocation with their Financial Advisor is how much to invest in stocks versus how much to invest in bonds. Taking the process a step further, one can decide how much to invest in U.S. stocks versus how much to invest in internation...

07/29/2024

Our Investment Strategy Group breaks down the economic and investment implications of recent major government spending initiatives on infrastructure, clean energy and semiconductor technology.

In this special report, our Investment Strategy Groups discusses the investment impacts of recent major government spending initiatives.

07/28/2024

For the third consecutive year, Janney has been certified as a Great Place to Work. This prestigious recognition, only achieved by select firms, is a testament to our collaborative and people-centric culture, allowing our team members to thrive and deliver superior client service.

Firm recognized for third consecutive year for creating an outstanding workplace experience.

07/27/2024

Summer’s here and it’s the perfect time to hit the theaters. From comedies to action-adventures, get a preview of anticipated movies titles hitting the big screen now through Labor Day.

Comedies, action-adventures, coming-of-age tales, animation — plus that sweet, sweet movie theater air conditioning. There's something for everyone at the multiplex; our critics can help you choose.

07/26/2024

Looking for a last-minute vacation? From picturesque national parks to breathtaking beaches, here are 10 of the best summer travel destinations in the United States.

Find your summer vacation destination with this guide to the top 10 spots to travel, according to readers.

07/24/2024

In the latest edition of Investment Perspectives, our Investment Strategy Group examines the price of gold, reviews the recent concerns around liquidity, and provides expectations for stocks over the next several months.

In this issue of Investment Perspectives, Janney’s Investment Strategy Group examines the appetite for gold, the recent concerns around liquidity, and what to expect for stocks as the summer winds down.

07/23/2024

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

The June Consumer Price Index showed inflation easing more than expected, suggesting the Federal Reserve (Fed) is positioned to begin lowering interest rates this year. The market is assigning the highest probability to rate cuts beginning in September.

07/19/2024

The 2024 Summer Olympics are right around the corner. Get ready for the games by checking out this article with everything you need to know before the opening ceremony in Paris.

Where to watch, what sports will be included, and more

07/16/2024

Are you looking to save for your children’s college education? Here are seven strategies you can consider to help pay for college.

Many parents are unable to save enough money for their children’s college education, especially since the price of college is so high today. When college application time comes, they are left scrambling, trying to figure out how they will pay tuition. But, there is hope and there are some options ...

07/15/2024

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.

Choose your heirs. Spouses and children are common beneficiaries. But they’re not the only ones. Who else do you want to provide for?

07/12/2024

Our team is consistently called upon by leading national, local, and trade publications to provide trusted insights and expertise on timely topics and industry trends. From CNBC to Barron’s, check out the highlights included in this video.

07/12/2024

Louis English has joined our Capital Markets Group as Managing Director and Head of Municipal Sales. His proven leadership and ability to work across all facets of the municipal business will support our efforts to increase origination while continuing to enhance our ability to meet our clients' needs.

Addition brings 35 years of experience to fixed income vertical

07/10/2024

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.

It is important to understand the benefits and limitations of each college savings vehicle in order to prioritize its use based on financial aid or tax considerations. Below, we’ve provided a brief introduction to some examples of savings vehicles, and encourage you to continue the conversation wi...

07/09/2024

Janney’s Director of Research recently appeared on CNBC to discuss his outlook for regional banks and what investors need to know.

Chris Marinac, director of equity research at Janney Montgomery Scott, joins CNBC's 'The Exchange' to discuss why he disagrees with Moody's downgrade of some regional banks, how investors can position, and more.

07/08/2024

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.

To better position portfolios for the remainder of 2024, please take a few minutes to read the ISG Mid-Year Update to learn more about their expectations for the economy, and possible scenarios for the equity and fixed-income markets.

07/07/2024

Feeling tired? Try some of these simple tips to stay energized naturally morning, noon, or night.

Natural energy boosters include chewing gum, exercising, and taking a quick nap. Learn how to get more energy naturally.

07/06/2024

At our annual Wealth Management Conference, we raised over $24,000, benefitting Hero Dogs. This non-profit pairs service dogs with veterans of the U.S. military and first responders with disabilities to improve the quality of their lives, including customized training and lifetime support. Additionally, they raise, train, and place skilled home companions, facility, and therapy dogs to help support the community.

07/05/2024

Review our Investment Strategy Group's insights on the Federal Reserve's recent decision to leave interest rates unchanged and expectations for future interest rate decisions.

FOMC Meeting Notes. The Federal Reserve Open Market Committee left its target for interest rates unchanged at a range of 5.25 – 5.50%, the eleventh month of unchanged overnight rates.

07/04/2024

Today, we celebrate the land of the free and the home of the brave. Happy Independence Day.

07/03/2024

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

The May business surveys are consistent with an ongoing economic expansion, while the JOLTS report suggests a cooling labor market with lower wage inflation.