Education Articles

Education
The changing landscape of 529 plans
Zane Byramji
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Education
Planning strategies for remaining 529 balances
Zane Byramji
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Education
A guide to environmental, social, and governance (ESG) investing
Michael Halloran
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Five common investment tax filing errors

Michael Repak June 26, 2020

Senior Estate Planner, Mike Repak, explains some common tax filing errors and how to avoid them.
Techniques to help mitigate the loss of stretch IRA tax benefits

Michael Repak June 25, 2020

Explore tax rule changes Setting Every Community Up for Retirement Enhancement Act.
Choosing a corporate trustee

Jack Cintorino May 6, 2020

If you have determined that setting up a trust will help you accomplish your financial goals, the next step includes choosing your trustee—and if you choose a corporate trustee—deciding what capacity you want this trustee to serve.
Tax deferral strategies for employer stock in a qualified retirement plan

May 1, 2020

If you participate in a 401(k), or other qualified retirement plan that lets you invest in your employer’s stock, consider the tax deferral opportunities of net unrealized appreciation.
CARES Act summary of key provisions impacting retirement plans

April 20, 2020

On March 27, 2020, the U.S. House of Representatives passed the Coronavirus Aid, Relief, and Economic Security Act (“CARES Act”) that was passed in the U.S. Senate on March 25, 2020. The President signed the bill into law on March 27, 2020.
Is a securities-backed loan right for you?

Jeff Bowers April 8, 2020

Securities-backed loans can be helpful for large transactions that happen from time to time such as purchasing a vacation home, remodeling a kitchen, or covering wedding expenses.
Caring for Your Assets During the Coronavirus Pandemic

Jeff Scharf March 24, 2020

Following the launch of the Federal Reserve‘s new lending facility to backstop the money-market mutual fund sector, Janney's Jeff Scharf, VP and Director of Cash Management and Lending, discusses ways to respond.
Financial planning principles for volatile markets

Martin Schamis March 5, 2020

The emotions resulting from market volatility can affect the decisions we make with our investments.
Trusteed IRAs need to be reviewed under post-Secure Act rules

Jay Guyer and Michael Repak March 2, 2020

One common estate planning technique for clients with large retirement plan balances is to designate a trust as the beneficiary of those accounts.
Selling your business: How to take chips off the table while staying in the game

Stephen Gaines February 27, 2020

In the game of poker, there comes a time when you reach a crossroads and take stock of the chips on the table.

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Article Authors

Jeff Bowers

Marketing Analytics Manager
Michael Halloran

Equity Strategist
Timothy Herrera

Business Development Consultant
David Homa

Vice President & Financial Planner
Shurdonna Joseph

Senior Financial Planner
Jessica Landis

Vice President & Head of Investment Solutions
Jerome F. Lombard, Jr

Executive Vice President, President, Private Client Group
Peter Longo

Regional Director
Joe McDonald

Senior Retirement Plan Specialist
Michael Repak

Vice President & Senior Estate Planner
Les Risell

Senior Retirement Plan Specialist
Martin Schamis

Vice President & Head of Wealth Planning
Ryan Shugrue

Director of Wealth Management Research
Jack Cintorino

Vice President & Senior Financial Planner
Debra Roey

Vice President, Retirement Plan Services Director
Jay Guyer

Vice President

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