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Why Proper Account Titling Is Vital for Your Estate Plan
The way your assets are distributed into accounts, and, specifically, the way those accounts are titled, can directly affect your estate plan.
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Here’s What You Can Do to Prevent Check Fraud
Instances of check fraud are on the rise in the U.S. Below are some best practices to help you avoid becoming a victim.
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Financial Advisor Haden Dudley III Joins Janney in Roanoke, Virginia
Addition continues to expand Janney’s presence in region.
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Janney Welcomes Jamie Jones as Director of Business Development and Teaming
Addition enhances the firm's growing Practice Management Group.
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Bits and Bytes in Your Estate Plan
Technology has brought us various conveniences and efficiencies—but have you thought about how it could affect your legacy and beneficiaries? This article explores the importance of a comprehensive estate plan, including your digital assets.
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Investment Implications of a Potential Government Shutdown
We have the following thoughts on the potential government shutdown.
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Trusteed IRAs Need to be Reviewed Under Post-Secure Act Rules
Those considering using a trusteed IRA to address larger wealth transfer goals are encouraged to take a fresh look at their plans following updated distribution rules of the SECURE Act and SECURE Act 2.0.
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Do You Know How Organizing Your Business May Impact Your Exit Strategy?
An old tax maxim holds that “the tax tail shouldn’t wag the dog.” However, it makes sense to be aware of various exit strategies when you’re starting a business.
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Saving for Retirement? Now There’s More Time to Make Catch-Up Contributions
Eligible Americans saving for retirement can continue catch-up contributions on pretax basis through 2025, under a change issued by the Internal Revenue Service (IRS).
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A Holding Pattern
The Federal Reserve Open Market Committee left its target for overnight interest rates unchanged at a range of 5.25 – 5.50%, continuing its every-other-meeting approach.
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Janney Advises CFO Strategic Partners on Its Sale to Atlantix Partners
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Market Street Advisors Joins Janney in Montvale, New Jersey
Experienced six-person team joins Janney, expands presence in region.
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Economic and Stock Market Indicators Remain Consistent with Growth
Despite inflation stubbornly above the Federal Reserve’s target, we still see future progress on inflation while the market is still calling for no interest rate hike at the September FOMC meeting. The labor market indicators remain healthy, coupled with slowly receding inflation, suggest that a soft landing for the economy can still be achieved.
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Janney Wins WealthManagement.com Industry Award for Financial Advisor Transition Support
Firm recognized for its Financial Advisor Transition Video Campaign.
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Janney Opens New Office in Pittsfield, Massachusetts, with addition of Berkshire Wealth Advisors
The four-person team expands Janney’s presence in the region.
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Avoid Getting Scammed
Thousands of new scams emerge every year. Follow these best practices to help protect yourself and your family.
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Does Your Buy-Sell Agreement Need a Check-Up?
Life proves over and over that it is full of uncertainties.
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Janney Advises Kemco Systems on Its Sale to CECO
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Best Financial Strategies Group Joins Janney in Goldsboro, North Carolina
The addition continues Janney’s expansion in North Carolina.
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September Investment Perspectives
In this issue we take a look at BRICS+ and potential investment opportunities, determine if bond market supply matters, and discuss why September is a more worrisome month for stocks than October.
For more information about Janney, please see Janney’s Relationship Summary (Form CRS) on www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.
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