George Zaki of Janney Montgomery Scott LLC

George Zaki of the Guggenheimer/Zaki Team. Senior Vice President/Wealth Management, Financial Adviso

What to Do Before the TCJA Provisions Sunset 07/06/2023

The Tax Cuts and Jobs Act of 2017 (or Trump tax reform as it's widely referred) is scheduled to sunset at the end of 2025, which means significant changes are on the horizon for taxpayers! We recently published a short article on strategies to help mitigate some of the potential tax risks. 2-minute read

What to Do Before the TCJA Provisions Sunset The Tax Cuts and Jobs Act (TCJA) of 2017 brought sweeping changes to the tax code for both businesses and individuals. Along with large, permanent tax cuts to corporate profits, the TCJA lowered individual tax rates by restructuring the tax brackets, almost doubled the standard deduction from $13,00...

May Investment Perspectives 05/11/2023

In this edition of Investment Perspectives, our Investment Strategy Group discusses the state of the economy, expectations for Fed policy, and the outlook for the stock market.

May Investment Perspectives We examine why it has not looked like a recession yet, how the Fed policy tools have changed, and whether the stock market will remain resilient through the coming months.

Resilient Labor Market Supports Economic Expansion 12/08/2022

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

Resilient Labor Market Supports Economic Expansion Stocks rose last week after Federal Reserve (Fed) Chairman Powell indicated the Fed would reduce the size of future interest rate hikes from the recent 0.75% increases.

Stock market bottom will be determined by recession aversion, says Janney Montgomery Scott's Luschini 11/14/2022

Our Chief Investment Strategist Mark Luschini recently joined CNBC to discuss his outlook for the economy and stock market as well as his expectations for inflation and interest rates.

Stock market bottom will be determined by recession aversion, says Janney Montgomery Scott's Luschini Mark Luschini, Janney Montgomery Scott chief investment strategist, joins 'Power Lunch' to discuss if equity markets have hit their bottom, where he would put discretionary dollars to work and more.

Flee the Storm as It Gathers 11/08/2022

Our Investment Strategy Group outlines key themes and takeaways from the Federal Reserve's decision to raise interest rates by 75 basis points for the fourth consecutive time.

Flee the Storm as It Gathers Superlatives have grown tiring. This remains the fastest pace of rate hikes since the early-1980s; the highest level of overnight rates since the mid-2000s; and only the fourth time in the entire history of the central bank that the Fed has tightened more than a quarter point so persistently. Intere...

10/24/2022

Our firm's Technical Strategist & Associate Director of Research, Dan Wantrobski, will cover market levels, technical trends, U.S. liquidity concerns, and sector highlights during this upcoming webinar. Please feel free to listen in.

Register Here: https://hearsay.social/3VTLxqx

08/15/2022

What is Medicare? Do you need it? When and how do you enroll? Join our exclusive webinar to learn how to navigate your options, featuring Roberta Eckert of Nationwide Retirement Institute.

Register Here: https://hearsay.social/3w7lmRT

Timeline photos 05/12/2022

Join strategists from our Investment Strategy Group for a special update discussing their outlook for the market and economy, as well as the importance of a long-term investment plan. Register here: https://hearsay.social/3l5eAq4

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