• Do you have an exit strategy for your business?

    Choosing how you register your business (the form of your new organization) is an important decision during the life of your business and when planning for your exit strategy.

  • Planning for the future with an ABLE account

    If you or a family member has a disability, you may be interested in learning about a new tax-advantaged option called an ABLE account which can be used to save or invest for qualified disability expenses. Many states have already launched ABLE programs, and more are in the works.

  • Environmental, social, and governance investing

    Environmental, Social, and Governance (ESG) investing is an investment process that takes into consideration environmental, social, and governance factors, in addition to typical financial and economic considerations, when making investment decisions.

  • Selling your business: Why you may be waiting too long

    If you are a business owner, you likely spend much of your time immersed in the details of your business—meeting with customers and prospects, running the day-to-day operations, managing employees, and developing strategies for the next phase of growth. Like many business owners, however, your end game might be the successful sale of your business.

  • Monitoring your portfolio

    You probably already know you need to monitor your investment portfolio and update it periodically. Even if you've chosen an asset allocation, market forces may quickly begin to tweak it.

  • Charitable lead trust

    A charitable lead trust can be a great way for an individual to leverage his or her generosity, producing tax savings that can be used to provide greater benefits to both the individual's favorite charity and his or her own family.

  • Charitable giving

    Charitable giving can play an important role in many estate plans. Philanthropy cannot only give you great personal satisfaction, it can also give you a current income tax deduction, let you avoid capital gains tax, and reduce the amount of taxes your estate may owe when you die.

  • Life insurance and charitable giving

    Life insurance can be an excellent tool for charitable giving.

  • Back to basics: Diversification and asset allocation

    When investing, particularly for long-term goals, there are two concepts you will likely hear about over and over again — diversification and asset allocation.

  • Leaving a legacy

    You've worked hard over the years to accumulate wealth, and you probably find it comforting to know that after your death the assets you leave behind will continue to be a source of support for your family, friends, and the causes that are important to you.

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