The Beringer Weinstock Group

Welcome to the Beringer Weinstock Group's Home Page!

Welcome. As your Janney investment team, we are dedicated to helping you identify and achieve your unique financial goals. Thank you for taking the time to learn about our team! We look forward to working in partnership with you to determine which financial strategy best suits the needs of you and your family.

Current Newsletter

Research Universe

Market View by Greg Drahuschak

Fixed Income Commentary by Guy LeBas

Insights Weekly Bulletin

A Guide to Annual Limits for 2012

Taxes, Death and changing estate tax law are three certainties in life. What can one do to plan for this? Prepare & Review.  Please visit our Family Succession Planning resource page.

Speculating on Future Estate Taxes

Bond Investing-The Cost of Waiting

 

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

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?

Financial IQ Test

Take this quick quiz to find out your Financial IQ

More Calculators →

What Kind of Investor Are You?

Although most Americans seem to understand that investment involves risk, there is a wide spectrum in how much risk each investor is willing to assume. Among the factors to consider are comfort level, time horizon, and net worth. This article helps investors to consider their appropriate level of risk.

Variable Annuities and Your Retirement Strategy

An insurance product may appeal to pre-retirees who want to invest more of their current incomes for retirement and defer taxes on market gains. A variable annuity enables investors to pursue investment gains with the option to purchase guarantees (for an additional cost) to help protect against the downside risks of investing in the markets.

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