Kerr Wealth Advisors of Janney Montgomery Scott LLC

02/15/2024

If you’ve maximized your traditional retirement contributions but want to save more for retirement, cash value life insurance can offer both financial security and a tax-deferred way to accumulate additional funds. Read more and learn if this strategy could be right for you.

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02/14/2024

Wishing you a day filled with love, joy, and cherished moments with those who are special in your life. Happy Valentine’s Day.

02/08/2024

Involving family members in your estate planning can help avoid surprises, lead to better financial planning, and help develop a long-lasting family legacy. Read more on how to get started:

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02/06/2024

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

Consumer confidence and resilient spending are being supported by a still strong labor market and inflation that continues to fall.

02/01/2024

Would you like to contribute to a Roth IRA, but your income exceeds the applicable income limits? Learn about how you can use a backdoor Roth strategy in this article.

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01/29/2024

Learn more about the latest market and economic news in our Investment Strategy Group’s weekly update.

Major stock indexes, led by the S&P 500, are breaking out to new all-time highs, and we are encouraged by the positive action from cyclical industries that benefit the most from economic growth.

01/25/2024

As Gen Z enters adulthood, their differing values, behaviors, and perspectives will inevitably shape their relationship with money. Read more about these defining characteristics and important considerations Gen Z should think about with their financial planning, and how parents can assist.

Much has been written about the Millennial generation—those born between 1981 and 1996. Often mistakenly perceived as isolated and disengaged, these tech-savvy information sharers are in fact a globally aware, highly empathetic, and cause-driven generation, with a strong collective social conscien...

01/23/2024

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

Learn more about the latest market and economic news in our Investment Strategy Group’s weekly update.

01/18/2024

All Janney clients who are registered users of Online Access have access to a Document Vault, a secure and frictionless place to store and access your financial, household and personal documents.

Check out this list of documents that could be helpful to store in the Document Vault.

Determine which documents should be stored in the document vault. Stay organized by keeping your documents in one safe place.

01/17/2024

If you missed our presentation—not to worry! Access the recording now to hear from Janney’s Investment Strategy Group on what to expect for the economy and markets in 2024.

Watch the video here: https://bit.ly/3U1FeTi

01/15/2024

Today, we remember and reflect on the legacy of Martin Luther King Jr. May it inspire us to create positive change and build a more harmonious and inclusive world.

01/12/2024

Congratulations to the record number of Janney teams named Best-in-State Wealth Management Teams by Forbes. The firm’s boutique culture, financial stability and comprehensive platform enable our advisors to do what they do best - serve the needs of their clients.

PHILADELPHIA – Janney Montgomery Scott LLC, a leading full-service wealth management, capital markets, and asset management firm, is pleased to announce that 60 Janney teams have been recognized as Best-in-State Wealth Management Teams by Forbes.