Janney Montgomery Scott LLC

First Vice President / Wealth Management

Welcome to my Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.

New clients accepted by referral only

 

 

Janney is proud to present Outlook 2012: Putting the Pieces Together.  In this valuable resource, Janney’s Chief Investment Strategist, Mark Luschini, provides his outlook for overall economic growth in the U.S. and around the world, as well as his thoughts on trends in major U.S. market sectors, including financials, energy and precious metals.

 

 

 

 

Income for the Ages is a publication which provides the strategic insights of Mark Luschini, Chief Investment Strategist, relative to generating portfolio income for clients of all ages -- particularly for those nearing or in retirement. Click on the image to read the report 

 

 

 

 

 

 

For a Complimentary Financial Review contact Peter Costanzo at Janney Montgomery Scott and we will be in touch.

 
Calculators

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Savings Accumulation

Estimate the future value of your current savings.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

More Calculators →

Newsletters

HOT TOPIC: Are Housing Troubles Standing in the Way of Growth?

In the wake of past recessions, the housing industry provided a meaningful economic boost. This time around, the pace of the recovery has been more sluggish than expected, and ongoing weakness in the housing sector may be to blame.

For Better, For Worse: Communicating About Retirement

A recent study indicates that couples are not communicating clearly about retirement goals and strategies, even as they approach retirement age. This article offers suggestions to open a dialogue and encourages couples to discuss their retirement needs and desires with each other and with their financial advisor.

Federal Estate Tax Is Much Lower — For Now

The federal estate tax was repealed in 2010, then reinstated by the 2010 Tax Relief Act with new provisions for 2011 and 2012. This article discusses the temporary provisions, the options for estates of 2010 decedents, and potential changes in future years that could subject many more estates to the federal estate tax than under current law.

GDP: Measuring the Economy

It's likely you've heard a lot about the gross domestic product (GDP) if you follow the news. But what is its impact on the national economy and how has the Great Recession impacted the GDP? This primer explains the numbers behind the GDP and what it ultimately tells us about the economic health of the nation.

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