Walter Investment Partners of Janney Montgomery Scott LLC

At its core, life insurance protects your family against several potential worst-case scenarios. However, here are some alternate considerations to leverage the benefits of life insurance for individuals and families, especially those with significant wealth.

Life Insurance: It's Not Just for Income Replacement When most of us think about life insurance, we view it as an income replacement strategy—a means to provide our loved ones with a tax-free, lump sum death benefit to help offset the loss of potential future income, as well as pay off any estate-related debts. For individuals with significant wealt...

In celebration of Labor Day, we recognize and honor the contributions of hardworking individuals. Your dedication makes our communities thrive.

Beat the heat while working toward your fitness goals in the comfort of your home.

7 indoor exercises to beat the summer heat Let's look at a mix of equipment-based and bodyweight indoor exercises to help you maintain your fitness goals when it’s a stinker outside.

Help ensure you make informed decisions about your health coverage and finances. Join Tim O’Mara, Vice President at Nationwide’s Retirement Institute, for this valuable session on Medicare.

Register today: www.janney.com/Medicare

There are several advantages to using 529 Plans to help fund a grandchild’s education, including:

- Contributions are treated as gifts, which removes assets from your estate, providing potential tax benefits.
- Allows for tax-deferred growth as all earnings are withdrawn tax-free when used for permitted education purposes.
- You maintain control of the assets, unlike other types of gifts, as funds can only be used according to the will and direction of the account holder.

Read more about these advantages and other considerations when using 529 plans to help fund education for the next generation and see if this solution is right for you.

529 Plans: A Tax-Efficient Way to Fund Your Grandchildren’s Education When grandparents are given the gift of grandchildren, they are often filled with the desire to do anything they can to help, financially and beyond. In fact, according to the AARP, grandparents spend approximately $179 billion on their grandchildren every year.

Join us for our next virtual client event with Tim O’Mara, Vice President at Nationwide’s Retirement Institute, to learn how to navigate the Medicare process and make informed decisions about your health coverage and finances.

Register today: www.janney.com/Medicare

In the latest edition of Investment Perspectives, our Investment Strategy Group discusses the importance of focusing on the macroeconomic environment, what to know about floating rate bond performance during rate cuts, and expectations for the stock market.

August Investment Perspectives In this issue of Investment Perspectives, we discuss the impact of the election on the market, floating rate bond performance during times of rate cuts, and using P/E to determine a stock's valuation.

Spice up your summer gatherings with these vibrant salsa recipes.

9 Summer Salsa Recipes Bookmark these for your next summertime soiree.

In its weekly update, our Investment Strategy Group breaks down the latest market and economic news.

Thoughts on Current Market Pullback While the recent stock market drawdown has been sharp, it has not reached the magnitude of the market decline in a typical year, and the market is still 9% higher than at the start of the year.

Did you know Medicaid can help you cover long-term care and home healthcare costs? While eligibility can be very complex, with some thoughtful estate planning, you may be able to qualify for this valuable benefit. Read more.

Bitly | Too Many Requests | 429 Error This is a 429 error. Try accessing this page directly or wait a few minutes and try again. Everyone has their limits, and we're getting too many requests right now.

Did you know the Paris 2024 Olympics will feature 329 events? With the games in full swing, check out this list of Olympics related fun facts.

13 Fun Facts About the Olympics to Know Ahead of the Games In light of the 2024 Summer Games in Paris, we're sharing a few fascinating facts about the Olympics. Some may shock you!

Did you know you can save on taxes while supporting your favorite charities and causes? Learn more about several tax-smart strategies when giving charitable gifts.

Tax-Smart Charitable Gifting Strategies While each of us has our own personal motivations for and approach to giving, collectively Americans continue to be the world’s most charitable nation. In 2022 alone, annual charitable gifting in the United States totaled $499.33 billion (with gifts by individuals comprising 64% of the total).1

The 2024 Summer Olympics are right around the corner. Get ready for the games by checking out this article with everything you need to know before the opening ceremony in Paris.

The 2024 Paris Olympics Kick Off Next Month! Here's Everything to Know Where to watch, what sports will be included, and more

Our Investment Strategy Group breaks down the economic and investment implications of recent major government spending initiatives on infrastructure, clean energy and semiconductor technology.

Status and Investment Implications of Infrastructure, Clean Energy, and Semiconductor Spending Acts In this special report, our Investment Strategy Groups discusses the investment impacts of recent major government spending initiatives.

It is essential to have a well-defined target asset allocation as part of your financial plan. Learn more about the importance asset allocation and some strategies to find the right balance with your investments.

Building a Personalized Asset Allocation The most impactful decision for investors when building their asset allocation with their Financial Advisor is how much to invest in stocks versus how much to invest in bonds. Taking the process a step further, one can decide how much to invest in U.S. stocks versus how much to invest in internation...

In the latest edition of Investment Perspectives, our Investment Strategy Group examines the price of gold, reviews the recent concerns around liquidity, and provides expectations for stocks over the next several months.

July Investment Perspectives In this issue of Investment Perspectives, Janney’s Investment Strategy Group examines the appetite for gold, the recent concerns around liquidity, and what to expect for stocks as the summer winds down.

Today, we celebrate the land of the free and the home of the brave. Happy Independence Day.

Check out these American inspired recipes to elevate your Independence Day celebration.

It's the 4th of July—Here Are All the Recipes You Need for the Long Weekend Cookout season is officially here. 🇺🇸

When it comes to life insurance, do you have more questions than answers? If so, use this checklist to determine if you need it and, if you do, what solution best fits your needs.

Determine How Life Insurance Fits in Your Financial Plan Choose your heirs. Spouses and children are common beneficiaries. But they’re not the only ones. Who else do you want to provide for?

Whether you are spending it by the grill, on the beach, or simply in need of an easy weeknight meal, check out this list of dinner ideas perfect for the summer.

99 Sizzling Summer Dinner Ideas to Keep Your Cool on Hot Days These summer dinner ideas are easy and whip up fast. Browse grilled options, dinner salads, and vegetarian recipes that keep your kitchen cool.

The Bethlehem office is hiring, for more details click the link.

Janney Montgomery Scott LLC hiring Private Client Associate - Bethlehem, PA in Bethlehem, Pennsylvania, United States | LinkedIn Posted 7:18:20 PM. As a Private Client Associate you will play an integral role in the success of the Janney branch…See this and similar jobs on LinkedIn.

Today, we celebrate freedom and commemorate the end of slavery in the United States. As we reflect on this culturally significant day, we continue to work toward a brighter more diverse, equitable, and inclusive future for all.

In its Mid-Year Update, Janney’s Investment Strategy Group provides insights and expectations for the economy, equity and fixed income markets, and investment implications for the rest of 2024.

Outlook 2024: Mid-Year Update To better position portfolios for the remainder of 2024, please take a few minutes to read the ISG Mid-Year Update to learn more about their expectations for the economy, and possible scenarios for the equity and fixed-income markets.

Our office is hiring - click the link to find out more.

Janney Montgomery Scott LLC hiring Private Client Associate - Bethlehem, PA in Bethlehem, Pennsylvania, United States | LinkedIn Posted 7:18:20 PM. As a Private Client Associate you will play an integral role in the success of the Janney branch…See this and similar jobs on LinkedIn.

Happy Father’s Day to all the dads who give us love, guidance, and laugher.

Let us salute the stars and stripes that tell the story of our nation's resilience. Happy Flag Day.

In need of something to binge-watch? Check out this list of the most anticipated shows releasing over the summer.

The Most Anticipated TV Shows of Summer 2024 From returning water-cooler shows like House of the Dragon and The Bear to adaptations starring Jake Gyllenhaal and Natalie Portman.

The United States is paced for a soft landing, but with the race for the presidency on the horizon, higher policy rates, and elevated geopolitical tension, risks remain. Join our exclusive webinar to learn more.

Register here: https://bit.ly/4aJsVQ8

Read this article to explore the tax benefits and other considerations of using 529 plan accounts to save for and help fund a grandchild’s college or private K-12 education.

529 Plans: A Tax-Efficient Way to Fund Your Grandchildren’s Education When grandparents are given the gift of grandchildren, they are often filled with the desire to do anything they can to help, financially and beyond. In fact, according to the AARP, grandparents spend approximately $179 billion on their grandchildren every year.