The Jones Advisory Group of Janney Montgomery Scott LLC

The Jones Advisory Group of Janney Montgomery Scott LLC

Financial Advisors:

Blake T. Jones (Senior Vice President / Financial Advisor) [email protected]

D. Our page and updates are intended for U.S.

Liane Jones (Vice President / Financial Advisor) [email protected] Janney Montgomery Scott LLC (“Janney”) is a Registered Investment Advisor, Broker Dealer and a member of FINRA, NYSE, and SIPC. No information posted on this site should be construed as a recommendation by Janney or any of its affiliates as an offer to sell or solicitation to buy any securities or as personalized investment advice.

8 Reasons to Give to a Donor-Advised Fund vs. Directly to a Charity 11/14/2024

Discover how donor-advised funds can offer flexible, tax-efficient ways to support your favorite charities, and why a DAF offers several benefits over direct donations. Learn more.

8 Reasons to Give to a Donor-Advised Fund vs. Directly to a Charity Here are more reasons to use a donor-advised fund, such as the Janney Charitable Giving Fund, rather than contributing directly to a charity.

11/11/2024

Today, we honor the heroes who served our country. Thank you for your service, bravery, and dedication.

A Glidepath 11/08/2024

Our Investment Strategy Group reviews the Federal Reserve’s decision to cut interest rates for the second consecutive time. Read more about what it means for the market and investors.

A Glidepath Market reaction to today’s FOMC announcement was muted—not surprising since a 0.25% cut was about 95% priced going into the meeting and there were few forecasts of material changes to the statement.

9 Desk Stretches for People Who Sit All Day | Readers.com 11/08/2024

Incorporate these at-your-desk stretches to prevent aches during the workday.

9 Desk Stretches for People Who Sit All Day | Readers.com In order to prevent aches and bad posture, start stretching — especially if you sit all day. Here are a few office exercises to help keep you feeling fresh.

10/31/2024

Embrace the spookiness, creativity, and sweet treats that come your way. Have a fa-boo-lous Halloween.

Financial Planning: Helping You See the Big Picture 10/30/2024

Financial planning helps you prioritize and achieve your goals by providing a clear roadmap tailored to your needs. Discover how a comprehensive financial plan can guide your financial future with needed advice and personalized strategies.

Financial Planning: Helping You See the Big Picture That's where financial planning comes in. Financial planning is a process that can help you target your goals by evaluating your whole financial picture, then outlining strategies that are tailored to your individual needs and available resources.

18 Fall Soups You'll Want to Make Forever 10/25/2024

Discover these fall-inspired soup recipes, perfect for staying cozy all season.

18 Fall Soups You'll Want to Make Forever With four and five star ratings, it's no surprise that recipes like our Slow-Cooker Curried Butternut Squash Soup and Stuffed Pepper Soup are so delicious, you'll want to make them forever.

9 Considerations for 2024 Year-End Tax Planning 10/17/2024

Now is a great time to focus on year-end tax planning. This article covers helpful strategies to minimize your tax burden and maximize your savings now and in 2025.

9 Considerations for 2024 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 2025.

October Investment Perspectives 10/14/2024

Read the latest Investment Perspectives from our Investment Strategy Group. Learn about China’s latest economic activity, potential changes to tax exemptions and their impact on munis, and the role of earnings expectations in driving stock prices.

October Investment Perspectives We take a closer look at economic activity in China, the potential changes to tax exemptions and what that might mean for munis, and how earnings expectations drive stock prices.

9 Types of Motivation to Make Your Goals Happen - LifeHack 10/11/2024

Struggling with motivation? Begin by learning your motivation style. Explore more to uncover personalized tips to stay on track.

9 Types of Motivation to Make Your Goals Happen - LifeHack Every now and then, we struggle to find the motivation to do anything in life. There are quick bursts of motivation, but it eventually runs out and you

10/09/2024

In this exclusive webinar, Jeff Bush of The Washington Update provides a nonpartisan analysis of Washington, the potential implications of the presidential election, and how you can plan for possible changes in the markets. Be sure to register—once registration is closed, you won’t be able to attend and access the post-event recording. Don’t miss out!

https://bit.ly/3zQEfOe

Using Life Insurance as a Retirement Planning Tool 10/03/2024

If you've already maximized your traditional retirement contributions and are looking for additional ways to save, cash-value life insurance can provide financial security and a tax-deferred opportunity to grow your savings.

Read more to see if this strategy could be a good fit for you

Using Life Insurance as a Retirement Planning Tool While a Roth IRA is a good option for retirement planning because of its favorable tax treatment that allows after-tax contributions, tax-deferred growth, and tax-free distributions at retirement, it has limitations.

The 18 Best Places to See Fall Foliage in the USA 09/27/2024

Discover the best destinations to see autumn foliage.

The 18 Best Places to See Fall Foliage in the USA Calling all leaf-peepers.

09/25/2024

What happens in Washington affects your investments and retirement—and this unprecedented presidential election is no exception. Join us for this exclusive webinar with Jeff Bush of The Washington Update for a nonpartisan, insider’s analysis that can help you make more strategic investment decisions. Only those who register and attend can access the post-event recording, so don’t miss out!

https://bit.ly/3XVyeZD

The Impact of Gold From a Diversification Standpoint 09/24/2024

Our Investment Strategy Group explores how gold can enhance portfolio diversification and serve as an uncorrelated hedge against other asset classes. Read more.

The Impact of Gold From a Diversification Standpoint Gold’s value as a diversification asset has been well-documented and has been consistent historically, especially in bear markets.

The First Cut is the Deepest: Bond Markets in the Next Stage of the Cycle 09/20/2024

Our Investment Strategy Group examines how the bond market could respond in the month ahead to the Federal Reserve's recent rate cut, highlighting the key factors shaping today’s economic environment.

The First Cut is the Deepest: Bond Markets in the Next Stage of the Cycle This report will explore the potential scenarios for bond market performance in the six months following an initial Fed rate cut, keeping in mind the unique economic landscape we find ourselves in today.

Landing the Beast 09/19/2024

Our Investment Strategy Group reviews the Federal Reserve’s decision to cut interest rates by a half percentage point. Read more about the decision and what it means for the market and interest rates.

Landing the Beast The Federal Reserve Open Market Committee (FOMC) reduced its target for interest rates by 0.50% to a range of 4.75 – 5.00%, kicking off the hiking cycle with a bang.

Determine How Life Insurance Fits in Your Financial Plan 09/19/2024

Do you have more questions than answers about life insurance? If so, use this checklist to determine what is right for you and which solutions best suit 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?

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Outlook 2024 offers the Janney Investment Strategy Group’s baseline forecasts for the economy and equity and fixed incom...

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