The Fort Lauderdale Office of Janney Montgomery Scott LLC

Our Investment Strategy Group discusses the latest market and economic news in its weekly update. Read more.

Falling Inflation and Long-Term Bond Yields Remain Encouraging With inflation and long-term interest rates falling, stocks continue to respond favorably. Discussed in this report are several important stock market indicators that are sending encouraging signals as we head into year-end.

Does your state’s most popular sport surprise you?

Most Popular Sport by State 2023 Research by MyProtein analyzed sales from popular ticket-selling website Vivid Seats along with Wikipedia search volume to analyze the most popular sport in each state.

As the year draws to a close, it's important to consider tax planning strategies to minimize your tax burden and maximize your savings. Here are a few key considerations:

- Explore Roth conversions to take advantage of lower tax rates.
- Take your required minimum distributions (RMDs) from retirement accounts.
- Consider charitable giving to avoid capital gains tax and claim a tax deduction.
- Make qualified charitable distributions (QCDs) directly from your IRA to a qualifying charity.
- Keep tabs on proposed tax legislation and update your estate plan accordingly.

Read this article for additional strategies to consider before the beginning of 2024.

9 Considerations for 2023 Year-End Tax Planning Despite the challenging environment, you are still able to and should focus on traditional year-end income tax planning. While many issues are out of our control, our tax situation is not one of them. Here are several things to consider before the beginning of 2024.

Janney’s size allows us to work directly with our advisors and clients to make impactful enhancements to our platform and service. For example, we recently enhanced our secure client portal based on extensive client research and feedback. Read more about these upgrades here.

Janney Improves Client Experience with Enhancements to its Secure Client Portal PHILADELPHIA – Janney Montgomery Scott LLC, a leading full-service wealth management, capital markets, and asset management firm, has announced enhanced usability and functionality to Online Access, its secure client portal. The first of many substantial upgrades, the enhancements were the result ...

Our Investment Strategy Group analyzes what you need to know about the latest market and economic news. Read more.

Improving Market Internals an Encouraging Sign Heading Into Year-End Economic readings remain consistent with slower but positive growth. However, inflation is also falling, and interest rate markets are now suggesting no more rate hikes from the Federal Reserve.

Use these tips to help maintain wellness while still enjoying the festivities of the holiday season.

Healthy Holidays Are Possible—The Key Is Finding Your Balance It may have a nice ring to it, but having “healthy holidays” can seem like an impossible task. For those of us past the age of staying up for Santa Claus, our to-do lists can feel longer than his list of names (and we definitely check ours more than twice). Between work and friends and family fe...

Today we give thanks for our clients, colleagues, family, and friends. Wishing you a happy Thanksgiving.

The physical, financial, and emotional strain of assisting a loved one with social or health needs can have substantial impact on the caregiver. In this article, learn how long-term care planning can help.

Long-Term Care: Impact on Family Caregivers When you are young and healthy, it is difficult to imagine a day when you may need longterm care (LTC). This may include receiving help at home with basic daily activities such as bathing, dressing, and eating; community services like adult day care and transportation; or ongoing care in a nursing h...

Advisor-Marketing at Janney is just that – a focus on you and your clients. Through our partnership with Hearsay, managing a personal website, social media, compliant texting, and video creation is a personalized and seamless part of your business at Janney. With these tools and more, our team is here to support you in marketing your practice and sharing your message in the most effective way. Read more from our fireside chat with Hearsay.

Top takeaways from a fireside chat with Janney | Hearsay Systems Blog We recently hosted a Fireside chat with Janney featuring Sarah Kinkead, the Assistant Vice President and Manager of Advisor Marketing and Communication at Janney Montgomery Scott. Christine Meginess, the Vice President of Hearsay System’s Sites Program, asked Sarah why websites have long played a ...

Entertaining this holiday season? Learn the basics of building a beautiful cheese spread for your guests.

Cheese Board 101: How to Build the Perfect Plate A primer on presentation and cheese selection, plus tips on tools.

In this article, our Investment Strategy Group provides an overview of the latest market and economic news.

Stocks Supported by Lower Inflation, Profit Growth, and Seasonal Pattern The year-end is historically a strong seasonal period for stocks. This, coupled with a potential end to interest rate hikes and better-than-expected profits, should further support stocks into year-end.

The possibility of experiencing a long-term care event later in life is a real concern for retirees and their families. Read more for some tips on how to start the conversation with your parents and how to prepare for the costs.

Having a Long-Term Care Conversation with Aging Loved Ones As your parents age, there’s a significant chance they will need long-term care. According to the Department of Health and Human Services, more than half of Americans turning 65 this year will develop a disability serious enough that they will need help with the basic activities of daily living. M...

In an industry-wide survey, clients gave Janney best-in-class ratings for Financial Advisor Satisfaction and Overall Experience. These ratings are a testament to our culture that puts client needs first.

Janney Earns Best-in-Class Rankings in 2021 Aon Client Insights Survey PHILADELPHIA – Janney Montgomery Scott LLC, a leading full-service wealth management, capital markets, and asset management firm, is pleased to announce the firm earned numerous best-in-class rankings across client experience and financial planning categories in the 2021 Aon Client Insights survey...

In this issue of Investment Perspectives, our Investment Strategy Group examines the odds of a recession within the next year, bond market sensitivity to supply, and seasonal market bias.

November Investment Perspectives In this issue of Investment Perspectives, we examine the odds of a recession within the next 12 months, look at the bond market sensitivity to supply, and discuss why the seasonal bias is skewed to the positive.

Our Investment Strategy Group discusses the latest market and economic news in its weekly update. Read more.

Slower Growth but Lower Inflation Supporting Current Stock Rally Stocks have impressively broken out of their three-month downtrend, which increases the odds of a further year-end rally. Stocks are being supported by third-quarter profits that continue to come in better-than-expected.

Today and every day, we honor our veterans. Thank you for your service.

Take a breather and discover these effective workplace breathing exercises to find calm amidst chaos.

Breathing Exercises for Workplace Stress Relief | Nivati Tapping into your breath does wonders at calming frantic thoughts and emotions. Learn why our breath matters and some easy breathing exercises for stress.

Janney continues the growth of its Capital Markets Group with the acquisition of TM Capital, a premier middle market investment bank. The partnership provides transaction expertise that aligns with the needs of our Private Client Group, adds scale to our investment banking and advisory business, and greatly expands Janney’s private equity client base.

Janney Expands Investment Banking Platform with Acquisition of TM Capital PHILADELPHIA – Janney Montgomery Scott LLC, a leading full-service wealth management, capital markets, and asset management firm, announced today that it has agreed to acquire TM Capital, a premier middle market investment bank specializing in M&A advisory across the business services, industrials...

As the year-end approaches, a Roth conversion could provide several tax and estate planning advantages. Learn more about the benefits and if a conversion makes sense for you.

Roth Conversions: A Holiday Gift That Keeps Giving A Roth IRA is an individual retirement account which allows you to set aside after-tax income up to a specified amount each year, where both earnings on the account and withdrawals after age 59 ½ are tax-free. The use of a Roth account can also be leveraged as a tax-efficient estate planning strate...

We’re pleased to welcome Financial Advisor Larry Seiden from Goldman Sachs. He is joining Scheinker Legacy Wealth Advisors, an existing six-person team, in Hunt Valley, Maryland. Janney offers a boutique culture, but with the resources of a large firm and the financial strength of stable, long-term ownership.

Experienced Financial Advisor Larry Seiden joins Janney PHILADELPHIA – Janney Montgomery Scott LLC, a leading full-service wealth management, capital markets, and asset management firm, is pleased to announce the addition of Financial Advisor Larry Seiden, First Vice President/Wealth Management. He joins the firm from Goldman Sachs. 

Congratulations to Dawn Dupre for being named Janney’s 2023 Outstanding Woman Advisor.

The annual award is presented to a Financial Advisor who demonstrates outstanding overall performance, community engagement, and dedication to personal and professional growth. Dawn leads a diverse team and is incredibly committed to her community, a mentor to many aspiring advisors, and at the forefront of leading our industry forward.

Dawn Dupre named Janney’s 2023 Outstanding Woman Advisor PHILADELPHIA – Janney Montgomery Scott LLC, a leading full-service wealth management, capital markets, and asset management firm, is proud to announce Financial Advisor Dawn Dupre has been named the firm’s 2023 Outstanding Woman Advisor. 

In this article, our Investment Strategy Group provides an overview of the latest market and economic news.

Potential Stabilization of Interest Rates Would Bode Well for Stocks The ISG provides this client-friendly weekly report. One of the highlights reads: Profits are coming in better-than-expected. This, coupled with positive seasonal and other technical patterns, should also support stocks into year-end. Please read the article.

Embrace the flavors of the season with this homemade apple cider recipe, perfect for fall gatherings.

Homemade Apple Cider This apple cider recipe is simple to make at home by slow-cooking apples, sugar, cinnamon, and allspice on the stovetop until soft, then straining.

Janney recently held its annual Women Advisors Forum in Philadelphia. This event brought together many of the firm’s women advisors, providing an opportunity to connect with each other and hear insight from dynamic speakers and industry experts.

If you are self-employed with no employees, establishing a retirement plan for your business may sound like a daunting process. However, there are a variety of retirement savings plan options available. Learn more.

Retirement Plans for the Self-Employed: Choosing the Right Plan for You If you are self-employed with no employees, establishing a retirement plan for your business may sound like a daunting process, but it does not need to be. The Internal Revenue Service (IRS) offers a variety of retirement savings plan options.

Trick or treat? We hope you have a Halloween full of treats.

Looking to put a twist on your pumpkin carving tradition this year? Look at these fun carving ideas.

80 Scary Easy Carving Ideas for Your Best Halloween Pumpkin Ever These cute designs will make your pumpkin the coolest gourd around.

Do you have questions about your Medicare eligibility and coverage, as well as how to best navigate your options? Read this overview to help best address your needs.

Navigating your Medicare Options By gaining a general understanding of your Medicare eligibility and coverage, you will likely be in a better position to navigate the options that will best address your needs.

Our Investment Strategy Group analyzes what you need to know about the latest market and economic news. Read more.

Healthy Economic Readings Resulting in Significant Upward Growth Revisions Better-than-expected economic readings, including recent retail sales and industrial production releases, have resulted in significant upward revisions to third quarter economic growth estimates.

Financial Advisor Bill Lawlor has joined Janney in Westbrook, Connecticut, from Wells Fargo Advisors. he continues our expansion in Connecticut with experienced advisors seeking the benefits of Janney’s boutique, client-focused culture.

Experienced Financial Advisor William Lawlor Joins Janney in Westbrook, Connecticut PHILADELPHIA – Janney Montgomery Scott LLC, a leading full-service wealth management, capital markets, and asset management firm, is pleased to announce the addition of Financial Advisor William (Bill) Lawlor, Vice President/Wealth Management, in Westbrook, Connecticut. He joins the firm from Well...

We pride ourselves on delivering exceptional support to our Financial Advisors long after the transition period. At Janney, you have a team of support with you every step of the way. Whether it’s help with marketing, technology, or business planning, we are here to help make you a success.

Our Investment Strategy Group discusses why productivity is critical for economic growth, including its impact on major sectors of the economy and the resulting investment implications.

Importance of Productivity Productivity is critical for economic growth, corporate performance, and higher living standards. We see several key factors that could sustainably boost U.S. productivity in the coming years. We discuss these factors, their impact on major sectors of the economy, and the resulting investment implic...

From savory to sweet, these recipes are perfect for fall gatherings.

These Easy Fall Appetizers Are Perfect for Any Dinner Party These seasonal starters are the right way to kick off an autumn meal.

As you prepare for retirement, you should review and understand the various options to cover your health care costs and needs. Learn more about several options:

Which Programs Should You Consider To Cover Health Care Costs? Many Americans underestimate their health care costs in retirement, which is an issue because those future bills may turn out to be significantly higher than you expect.

In this article, our Investment Strategy Group provides an overview of the latest market and economic news.

Labor Market Strength Remains Consistent With Further Economic Growth The ISG Weekly Report states that the September employment report showed payrolls expanded by an impressive 336,000 in September, well above the highest estimate and double the consensus of 170,000.

Janney added 11 Financial Advisors in the third quarter of 2023, adding over $2.2 billion in assets under advisement to our Private Client Group. The advisors joined the firm from Merrill Lynch, Raymond James, Wells Fargo Advisors, and Commonwealth Financial Network. Read more.

Janney Adds 11 Experienced Financial Advisors in Third Quarter of 2023 PHILADELPHIA – Janney Montgomery Scott LLC, a leading full-service wealth management, capital markets, and asset management firm, is pleased to announce 11 Financial Advisors joined the firm in the third quarter of 2023. 

Check out this fall foliage map to plan your adventures in these stunning national parks.

'Clad with colorful displays': Best national parks to visit for 'leaf peeping' Read up on peak viewing times across the country and where to find endless fall color.

If you’re close to or in retirement and asking yourself how to best pass your wealth on to your heirs, repositioning some of your investments may be a tax-efficient way to leave a larger financial legacy.

Reposition Assets For Tax-Efficient Wealth Transfer You’ve worked hard to build up your nest egg and find yourself in a position where you can enjoy a comfortable retirement and also leave a legacy. Your goal may be to pass more of your wealth on to your beneficiaries and less to the IRS. Using an asset-repositioning strategy to another vehicle, su...

Be confident the firm you choose today will be the same one you work with tomorrow. Learn more about Janney’s 40-year relationship with Penn Mutual that fosters our boutique culture with the resources of a large firm.

Strength & Stability | Janney Montgomery Scott Janney puts you first, drawing on its strength and stability to help you meet your financial goals - for generations.