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Thoughts on Interest-Rate Cycle and Differences from 2008
Stocks were higher last week despite remaining banking system concerns.
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Janney expands presence in Michigan with new office in Grosse Pointe; adds Laskaris Jamett Advisors
Renato Jamett will serve as the Branch Office Manager of the new office.
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Murky Path Forward
The Federal Reserve Open Market Committee raised its target for overnight interest rates 0.25%, although going into today’s meeting, economists’ forecasts were split between 0.25% and nothing; one bold group even forecast a rate cut.
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Janney Acts as Co-Manager on AmWest Funding Corp’s Fifth Non-QM Securitization
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Thoughts on Banking System Stress
Bank stocks remain under pressure with recent bank failures, causing fears of broader contagion.
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First Mid Bancshares, Inc. Agreed to Acquire Blackhawk Bancorp, Inc.
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What Impact Will the Upcoming Sector Rebalancing Have?
As a result of their annual review of the Global Industry Classification Standard (GICS) structure, S&P Dow Jones and MSCI (providers of financial market indices) will be making several changes intended to better represent global equity markets for investors.
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Banking Turmoil Underscores Impact of Rate Hikes
It’s not every day that a top 20 bank in the United States faces a takeover by the Federal Deposit Insurance Corporation (FDIC). In fact, prior to March 2023, it had been 868 days without a bank failure—the longest stretch since the founding of the FDIC.
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Six Janney Financial Advisors Named Barron’s Top 1,200 State by State Advisors
Prestigious recognition represents commitment to comprehensive wealth management experience.
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Thoughts on Recent Volatility and Economic Releases
Stocks have been under pressure lately, first driven by hawkish commentary of further interest rate hikes by Federal Reserve (Fed) Chairman Powell during testimony to Congress and recently by concerns of bond portfolio losses within the banking system.
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Janney Served as Financial Advisor to Great Salt Plains Midstream, LLC on its Sale of its STACK area wholly owned Crude Oil and Natural Gas Subsidiaries
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Making a Charitable Gift? Consider a QCD
If you are planning to make a charitable gift, it’s important to ensure you distribute the funds in a manner that is tax-efficient and aligns with your needs and goals. Explore whether Qualified Charitable Distributions (QCDs) could be a fit for your charitable donation.
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Estate Planning for Procrastinators
Sometimes a serious illness or health scare prompts people to take a hard look at their estate planning. Frequently, this is when the desire to minimize the impact of estate/inheritance taxes becomes a priority.
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Consider a Backdoor Roth if You Make Too Much to Contribute to a Roth IRA
While the tax advantages of a Roth IRA can be very enticing, the account has income limits which may exclude you from being eligible to contribute to this type of retirement savings account. But, have you considered a Backdoor Roth?
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March Investment Perspectives
Read about navigating today’s conflicting economic information, how foreign central bank policies may put downward pressure on the U.S. dollar, and how investors consider factors impacting stocks as economic risks linger.
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The Changing Landscape of 529 Plans
Over the last few years, there have been a number of policy changes related to 529 plans due to the introduction of the PATH Act, Tax Cuts & Jobs Act, SECURE Act, CARES Act, and most recently the SECURE Act 2.0.
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Global Manufacturing Improves but Signs of Sticky Inflation
The global manufacturing surveys we just received for February show encouraging signs of stabilization, driven by China’s reopening. Consumer confidence and weekly jobless claims are also consistent with further economic growth.
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Don't Let Health & Long-term Care Costs Consume Your Retirement Savings
Health and long-term care costs are often some of the largest expenses we face in retirement. This Article suggests exploring an alternative to the pay-as-you-go approach most people use to cover these costs.
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Should you Consider a Spousal Lifetime Access Trust?
Couples may consider the use of a Spousal Lifetime Access Trust (SLAT) in order to leverage the current gift tax landscape through tax-efficient estate planning strategies. Read below to understand both the advantages and disadvantages of a SLAT.
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The Other-Hand Market
Faced with often indecisive economic views, President Harry S. Truman yearned for what he called a one-handed economist who could offer an opinion without then beginning a countering view with the phrase “on the other hand.”
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