• 6 Strategies for Concentrated Stock Positions

    This article is intended to provide an initial overview of some the different strategy options you may consider, with your Janney Financial Advisor, to protect and diversify highly concentrated stock positions in a way that coincides with your individual circumstances and full financial picture.

  • Navigating Wealth Through Employer Stock

    Employer stock has long been a popular way for employees, not just executives, to accumulate wealth. This article explores different ways to navigate employer stock when considering your overall financial picture.

  • Should I Convert From a Traditional IRA to a Roth IRA in a Volatile Market?

    Soaring inflation, interest rate hikes, and the war in Ukraine have led to ongoing stock market volatility. Retirement savers may be wondering, “Is now a good time to convert to a Roth IRA?”

  • Window of Opportunity: Leveraging the Estate and Gift Tax Exemption

    The estate and gift tax exemption limit is currently at a historical high. In anticipation of a significant decrease in the established limit in 2026, we’re taking a look at a few strategies for consideration, in order to leverage this unique situation through tax-efficient wealth transfer.

  • Should you Consider a Spousal Lifetime Access Trust?

    While the estate and gift tax exemption is currently at an all-time high, some married 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. Let’s take a look at the current state, and understand both the advantages and disadvantages of a SLAT.

  • Non-Qualified Stock Options

    This article provides an overview of Non-Qualified Stock Options.

  • Incentive Stock Options

    This article provides an overview of Incentive Stock Options.

  • Charitable Remainder Trusts

    This article provides an overview of Charitable Remainder Trusts.

  • What is an Exchange-Traded Fund?

    This article provides an overview of Exchange-Traded Funds.

  • Donor-Advised Funds

    This article provides an overview of Donor-Advised Funds.

Article Authors

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.

To learn about the professional background, business practices, and conduct of FINRA member firms or their financial professionals, visit FINRA’s BrokerCheck website: http://brokercheck.finra.org/