Sarpu Wealth Management Group of Janney Montgomery Scott LLC

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Glastonbury, CT
Sarpu Wealth Management Group of Janney Montgomery Scott LLC

We serve diverse clientele investing across a broad financial spectrum. Investment recommendations which include retirement, and estate planning.

08/10/2021

Our Investment Strategy Group discusses the latest market and economic news, including factors that support sustainable economic expansion.

Despite the resurgence of the virus and peaking economic growth readings, we remain encouraged by the economic recovery and stellar corporate profitability.

08/06/2021

In the latest podcast from our Investment Strategy Group, our strategists discuss factors contributing to the rally in interest rates and provide expectations for the stock market and economy.

In this podcast, Market Strategist Gregory Drahuschak speaks with Guy LeBas, Chief Fixed Income Strategist, and Mark Luschini, Chief Investment Strategist, to discuss the latest developments in the fixed income and equity markets.

08/05/2021

Donor advised funds can help you optimize both your tax strategy and charitable giving efforts. Read more about different scenarios and other considerations for utilizing them in conjunction with your financial plan.

One of the advantages of employing the use of a DAF in your charitable giving strategy is that, in certain scenarios, it can be utilized to separate your tax strategy from your charitable giving strategy.

08/03/2021

Our Investment Strategy Group discusses the latest market and economic news, including strong corporate profits and accommodative Federal Reserve policy.

The economic data continues to show a strong expansion is underway, corporate profits are very healthy and exceeding high expectations, while the Federal Reserve remains committed to a very accommodative monetary policy.

07/30/2021

Our Investment Strategy Group breaks down the significant takeaways from the most recent Fed meeting, including inflation forecasts and interest rate expectations.

The June FOMC meeting was one that launched a billion flatteners. The combination of Fed policymakers leaving inflation forecasts unchanged, but predicting more rate hikes in 2023 ran smack into 12 months of verbal assurances that rate hikes would be less sensitive to inflation in the coming cycle.

07/29/2021

Should you consider a Qualified Charitable Distribution when making a charitable gift? Read this article to find out if it would align with your needs and goals when making a donation.

Making a charitable donation is a commendable act and a great way to carry out your legacy, supporting a cause that is near and dear to you. If you are planning to make a charitable gift, it’s important to ensure you distribute the funds in a manner that is tax-efficient and aligns with your needs...

07/27/2021

Our Investment Strategy Group discusses the latest market and economic news including, incoming economic readings remaining healthy despite uncertainty due to the delta variant of COVID-19.

Despite volatility early in the week, stocks reached new highs again last week. Investor concern centers around the delta variant as rising cases have led some economies to re-impose restrictions.

07/22/2021

Did you know that converting your assets into income can have significant tax implications? Learn more about the number of ways to generate tax-efficient retirement income.

You know the importance of saving enough money for retirement so that you have readily available sources of funds to augment your guaranteed income from Social Security and any pensions. But did you also know that how you go about converting your assets into income can have significant tax implicati...

07/21/2021

Our Investment Strategy Group discusses the latest market and economic news, including factors that can provide market support in the future.

While stock market corrections can occur at any time—a typical year experiences a 14% correction with stocks ultimately up by 10% in a typical year—we see several major factors that should provide support for the market as we move through the back half of the year.

07/15/2021

Insurance has the ability to be a multi-faceted and multi-purpose tool for your business. Here are some important considerations for the protection of you and your business, as well as how insurance can align with your current and future business goals.

The day-to-day demands of running a business can be all-consuming. Often, there’s little time left over to think strategically about the future—whether it’s mitigating potential risks down the road, ensuring the long-term viability and continuity of the enterprise, or putting plans in place to...

07/14/2021

In this podcast, our Investment Strategy Group reviews the latest market and economic activity, including factors driving the recent rally in interest rates and expectations for the stock market.

07/13/2021

Our Investment Strategy Group discusses the latest market and economic news, including reasons why the stock market reached another record high last week.

Stocks had a choppy week, but once again reached record highs. We expect stocks to continue benefitting from strong economic and profit growth, despite concerns over further virus headwinds and economic growth off historical peaks.

Address

180 Glastonbury Boulevard
Glastonbury, CT
06033

Website

http://sarpucardinal.com/

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