August 17, 2026
Why Human Advice Still Matters in an AI-Driven World
AI can do a lot of things, even in the investment world. One thing it can't do, however, is take the place of a good (human) financial advisor.
This job is more about the people than the investments. In a world where the right answer depends on more than just numbers alone, a human advisor is indispensable.
August 10, 2026
Tax Overlay Management
Taxes can quietly affect portfolio outcomes over time. Janney’s Tax Overlay Management is designed to help protect after-tax value and support a more tax-aware approach to long-term planning. Learn more here: https://www.janney.com/wealth-management/solutions/tax-overlay-management
#TaxPlanning #PlanforMore #WealthManagement #Janney
August 06, 2026
Keep More of What You Earn: Building a Tax-Smart Portfolio
No matter how good your investment strategy, taxes are one of those things you just can't avoid. There are certain strategies that can help mitigate the impact of taxes on your investment returns.
From what type of account should hold what type of assets, to picking one type of fund over another, to tax loss harvesting and beyond - this article explores ways to be as tax-efficient as possible.
July 31, 2026
How to Reduce Taxes on Employer Stock in a 401(k) Plan
Many 401k plans, and other qualified retirement plans, allow employees to invest in the stock of their employer. Most of the time, money you take out of a 401k is taxed as ordinary income.
However, you may be able to defer taxes even further if the distribution includes employer stock, thanks to something called Net Unrealized Appreciation. This article explains what NUA is, and how it could potentially result in significant tax savings.
July 30, 2026
AI-Enabled Scams Are Becoming Harder to Detect. Here’s How to Protect Yourself.
It is becoming more and more difficult to tell scams from legitimate phone calls, texts, and emails. They are becoming more realistic every day, and the sheer number of them can be overwhelming (my record is 21 spam calls in a single day).
Here we explore some common scams, as well as actions you can take to protect yourself and your loved ones.
July 28, 2026
Designing Trusts That Encourage Responsibility, Not Entitlement
When you've accumulated an estate over your lifetime, it's natural to be concerned about your legacy. Will your heirs be good stewards of their inheritance and continue that legacy, or will they feel entitled - like they are owed what you've worked for so diligently.
If you find yourself asking this question, or one like it, this article is a starting point to learn about your options.
July 14, 2026
More and more, it seems like the markets bounce up and down constantly based on news headlines, social media posts, and even offhand comments made by public figures.
That means market volatility is increasingly a part of everyday life, and it can be stressful. Here are three strategies to navigate volatile markets while staying focused on your long-term goals.
July 10, 2026
Enhance Your Legacy Through Annuity Maximization
Planning for the legacy you want to leave may involve more than simply naming beneficiaries. Explore how annuity maximization may fit into your broader wealth transfer goals.
July 02, 2026
Concentrated Stock Positions: Planning Strategies to Help Manage Risk
Maybe you inherited a large number of shares in a single company from a grandparent. Or maybe your employer just went public, and you got a bunch of shares that make up a significant percentage of your portfolio.
A large, highly concentrated stock position has the potential for significant appreciation when the company is doing well, but it also introduces an outsize amount of risk into your portfolio. It's important to manage that risk appropriately; this article details a few ways to do just that.
June 30, 2026
Investing in and Funding Your Retirement With Janney Annuity Solutions
Annuities, like many other insurance products, tend to get a bad rap. Some of the negative press may be justified, and they certainly aren't the best tool for every situation.
But they're just that, a tool, and if used correctly they can be a very effective vehicle for helping individuals work toward their long-term financial goals. This article helps you learn more about the different types of annuities, and where they may fit into a broader financial plan.
June 26, 2026
What to Do With Leftover 529 Plan Funds
What do you do if your child finishes school and you realize you saved too much? It may sound like a good problem to have, but it can be a stressful and confusing thing to navigate if you aren't prepared.
The good news is that you have options. This article explores some of those.
June 26, 2026
Broughton Eason Financial Partners had a great time with a couple clients at the Raleigh Kiwanis Golf Classic yesterday. Average golf, above average company, and a great cause to support children in the Raleigh area.
June 22, 2026
The One Big Beautiful Bill Act: How It May Impact You
The One Big Beautiful Bill Act was signed into law by President Trump on July 4, 2025. Here’s how it differs from existing tax laws—and how it may impact you.
June 18, 2026
Tax-Smart Charitable Giving Strategies in Light of OBBBA
The One Big Beautiful Bill Act both preserves existing tax benefits and introduces provisions that may encourage you to rethink the timing and method of your gifts.
June 18, 2026
Building Better Password Habits
Cybercrime and online fraud are some of the biggest financial risks we face in today's world. With more and more of our financial lives being managed online, managing passwords properly will only become more important. Check out this article to see what you can do to improve your online security.
June 16, 2026
The Changing Medicare Landscape: Why it Matters to Your Retirement Plan
Medicare is one of the most important - and most daunting - decisions most retirees will face. Navigating all the complexities can feel like playing Minesweeper blindfolded.
This article breaks down some of the most important considerations to help you approach your Medicare decision with confidence.
June 02, 2026
Are You Using Credit Cards to Your Advantage? A Smarter Approach to Credit Card Use
Credit cards can be a great tool if you can use them responsibly. The points and rewards programs can open doors for travel and experiences you never thought possible.
They can also make it way too easy to spend money you don't have and dig yourself into a financial hole if you aren't careful. This article contains some things to keep in mind.
