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Importance of Productivity
Productivity is critical for economic growth, corporate performance, and higher living standards. We see several key factors that could sustainably boost U.S. productivity in the coming years. We discuss these factors, their impact on major sectors of the economy, and the resulting investment implications in this piece.
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Janney Adds 11 Experienced Financial Advisors in Third Quarter of 2023
Adds over $2.2 billion in assets under advisement to Private Client Group.
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Janney Advises Central Valley Community Bancorp on its Merger with Community West Bancshares
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Interest Rates in Turmoil
The U.S. economy has a good chance to experience a garden-variety slowdown over the next 12 months and a small but growing chance to experience a multi-year productivity boom. If there is a mild recession, interest rates should fall somewhat. By contrast, if productivity growth does indeed accelerate, there is a lot more room for interest rates to rise.
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Retirement Plans for the Self-Employed: Choosing the Right Plan for You
Saving for retirement is a major concern for most Americans, but as a self-employed individual, there are a number of attractive opportunities to consider.
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October Investment Perspectives
In this issue of Investment Perspectives, we share why we believe the economic picture is still reasonably bright. We also look at how interest rates provide useful signals regarding economic conditions, and why various technical factors may provide the setting to increase equity exposure in October.
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Restructuring Your Assets to Qualify for Medicaid
Medicaid eligibility is exceedingly complex. This article explains the income and asset restrictions, and the estate planning strategies to consider to restructure your assets so you can potentially qualify for this benefit.
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Roth Conversions: A Holiday Gift That Keeps Giving
As year-end approaches, now is the time to take stock of your retirement and estate planning needs and consider any tax planning implications or strategies that may be needed. Here we take a look at the advantages of a 2023 year-end Roth Conversion and how to determine if it’s the right move for you.
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Janney Advises Constellation, Inc. on Its Merger With Curi Holdings, Inc.
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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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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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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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Janney Wins WealthManagement.com Industry Award for Financial Advisor Transition Support
Firm recognized for its Financial Advisor Transition Video Campaign.