The Kerr Investment Group of Janney Montgomery Scott LLC

When was the last time you reviewed your financial plan? We can help you plan for the ‘what ifs’ to work toward a secure financial future that keeps you on track to meet your financial goals.

In this edition of Investment Perspectives, our Investment Strategy Group discusses the state of the economy, what modern monetary theory means for fixed income markets, and the benefits of buying on dips.

Our Investment Strategy Group discusses the latest market and economic news, including data that continues to support an accelerating economy.

Our President and CEO Tim Scheve shares four key financial principles we reaffirmed to clients over the past year, and discusses our continued commitment to our clients to deliver the highest standard of success in financial relationships.

In this podcast, our Investment Strategy Group discuss the latest developments in the fixed income markets, including an overview of Fed policy and reasons for an optimistic outlook on the economy.

Our Investment Strategy Group provides an overview of Environmental, Social, and Governance (ESG) investing, and takeaways for investors to consider.

Our Investment Strategy Group discusses President Biden's $2 trillion American Jobs Plan, designed to address a wide range of infrastructure-related items.

Our Investment Strategy Group discusses the latest market and economic news, including incoming data that shows an accelerating economy.

Conversations about estate tax planning and life insurance often go hand-in-hand. Read more about the advantages when considering life insurance as part of your financial plan.

Wishing clients, colleagues, friends and family a happy Easter!

Although estate planning techniques should be put in place well in advance, here are a few tips to help reduce your tax bill in a pinch.

Register today for our seminar Rising Healthcare Costs: Is your retirement income keeping up sponsored by Allianz! Don't miss this event, featuring Waldean Wall, Vice President Advanced Markets & Solutions. https://advisor.janney.com/janneyevents/community_activity

The fifth generation of mobile communication networks, or 5G, is bringing faster and more reliable cellular and internet connections. Our Investment Strategy Group explores potential market implications of the new technology.

A financial planning process should adapt to you, not the other way around. We begin by learning about your goals, dreams, challenges, and concerns to help establish a financial plan. We will then periodically review and adapt it to ensure you remain on track.

As you prepare for retirement, you should review and understand the various options to cover health care costs in this next phase of your life. Here are a few programs to consider.

In this edition of Investment Perspectives, our Investment Strategy Group discusses government debt, the role of infrastructure spending with fixed income securities, as well as what might be ahead for the equity market.

With Election Day fast approaching, our Investment Strategy Group takes a look at how the stock market has performed following previous presidential elections and inaugurations.

Long-term care can be a significant cost, so it’s important to prepare and plan for this expense to help avoid extra stress and ensure you’re able to get the care you desire. Review this checklist to get started.

As we continue to experience unprecedented changes and uncertainty in so many areas, it’s important to ask: Do you have a financial plan? Have your circumstances changed? Is your financial plan aligned with those changes? Does it need to be updated? Reach out to us to discuss.

Evaluating the various types of financial aid can be overwhelming. This piece discusses the different types of aid, how they’re determined, how to apply and when, as well as other background you should know.

After your child has been accepted to college, you can begin planning or reevaluating withdrawal strategies for your college savings accounts. Here are some considerations as you prepare for this transition.

In this issue of Investment Perspectives, our Investment Strategy Group discusses how to plan for what-if inflation scenarios, what to know about the Fed’s average inflation targeting policy, and what to expect from the market during election season.

There are a variety of ways life or long-term care insurance can help you prepare for life’s worse-case scenarios. Read more about how these insurance options may fit into your financial plan.

Buying your first home is a big decision, and careful planning is required. Review this checklist before signing on the dotted line.