U.S. households were only able to save 4.51% of their income in 2023.*

 

*Statista. April 2024.

Things to consider

The decisions you make today about saving and investing will have a huge impact on your ability to buy a home, fund an education, or enjoy the retirement of your dreams.

 

A compass and a map

Make a plan

Whatever your investing goals, achieving them is more likely if you devise a plan that fits your life and stick with it.

A puzzle with four pieces

Allocate and diversify

Smart investing isn’t necessarily about chasing high-flying stocks; it’s about smart investment allocation and diversification according to your individual needs and circumstances.

A person is pointing at a bar graph

A universe of investment choices

There’s a universe of investment choices that can offer growth potential or downside protection.

Two hands shaking

Socially responsible investing

Want to build an investment portfolio that reflects your personal values about the environment or other social causes? We can help.

What to ask your Janney Financial Advisor

  • How much should I be saving each month to meet my long-term financial goals?
  • What is the right amount of investment risk I should take to generate a high probability of reaching my goals?
  • What strategies can I employ to better weather financial market turbulence?
  • How do I go about building an investment strategy that reflects my personal values and beliefs?

 

 


 

 

Talk to a Janney Financial Advisor

You don’t have to navigate your financial journey alone. Wherever you are today, a Janney Financial Advisor can help you create a personalized plan aligned with your goals, priorities, and evolving needs. With thoughtful guidance and strategies tailored to your unique circumstances, we’ll work with you to build a plan designed to help you Plan for More™ — today and in the years ahead.


Connect with an Advisor 

Related Content

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/

GET IN TOUCH

Two easy ways to connect with a financial advisor

How would you like to start the conversation?

Answer a few quick questions to be paired with the right advisor.

Choose a time that works best for you to speak with an advisor.

Already have a Janney advisor? Looking for one nearby?

Search Advisor Directory