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Edward Bartlett Named Janney’s 2025 Branch Leader of the Year
The annual award recognizes a manager who exhibits exceptional leadership, client service, and community engagement across the firm.
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Forbes Names Stedmark Partners a Top Wealth Management Team
The team receives prestigious recognition for fourth consecutive year.
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Janney Expands into Texas with Opening of Dallas Office and Addition of West Haven Private Wealth
Mark Giles joins as Market Development Director to spearhead continued growth in Texas.
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Janney Advances Growth Strategy with Appointment of Kathy Capuano as Head of Advisor Recruiting and Market Growth
She brings extensive experience placing top financial advisors across the industry.
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The Moss Bogatch Group Joins Janney in New York
The team joins Janney in Hauppauge and Saratoga Springs, New York.
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Cash Balance Plans: An Overview
Take advantage of accelerated retirement savings and significant tax benefits by offering cash balance plans.
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Financial Advisor Patricia Selin Joins Janney in Boca Raton, Florida
Janney continues its growth with addition of experienced advisor.
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Optimize Your Retirement Assets Using Tax-Efficient Distribution Strategies
In retirement, the timing and method of withdrawing funds are as crucial as the investment strategy itself. A thoughtfully crafted distribution plan helps meet income requirements, manage tax obligations, and extend the longevity of your portfolio.
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8 Reasons to Give to a Donor-Advised Fund vs. Directly to a Charity
Donor-advised funds can offer some advantages over direct donations to charity—including flexibility and strategic tax planning.
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Belice Leininger Private Wealth Joins Janney in Pittsburgh
The team brings more than 40 years of experience to the firm.
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Lord Kirstien Wealth Management Joins Janney in Media, Pennsylvania
The addition expands the firm’s presence in Greater Philadelphia.
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Protecting Your Assets from AI-Enhanced Scams
Artificial intelligence (AI)-powered scams are spreading rapidly across the United States. They are meticulously crafted, highly persuasive, and can drain your bank account in mere seconds. Here’s how they work, and how you can safeguard yourself.
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The One Big Beautiful Bill Act: How It May Impact You
The “One Big Beautiful Bill Act” (OBBBA) was signed into law by President Trump on July 4, 2025. Here’s how it differs from existing tax laws—and how it may impact you.
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Keep More of What You Earn: Building a Tax-Smart Portfolio
Making tax-efficiency part of your investing strategy can help lower your tax bill. Here’s how.
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9 Considerations for 2025 Year-End Tax Planning
As the end of 2025 approaches, it’s a good time to implement strategic tax planning to minimize your tax liability, maximize savings, and get on track for 2026.
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Donna Judge Named Janney’s 2025 Outstanding Woman Advisor of the Year
The award recognizes exceptional client service and leadership in the community.
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Leave a Larger Legacy Using IRA (RMD) Maximization
If you don’t require the income from your annual IRA required minimum distributions (RMDs), you can reposition these distributions more tax-efficiently—and create more wealth for your heirs.
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529 Plans: A Tax–Efficient Way To Fund Your Grandchildren’s Education
Explore the advantages and considerations of using 529 plan accounts to save for and help fund your grandchildren’s college education.
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Tax-Smart Charitable Giving Strategies in Light of OBBBA
With the passage of the One Big Beautiful Bill Act (OBBBA), you now have greater clarity—and some new rules—to consider when structuring your charitable giving.
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Evaluating Your College Savings Withdrawal Strategy
Your child has been accepted into college! Now it’s time to develop a strategy to tap those funds you’ve been saving all these years to pay for the cost of higher education. What’s the best way to accomplish that?
