News and Commentary
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
August 31, 2026
9 Considerations for 2026 Year-end Tax Planning
Start year-end tax planning now to review income, gains and losses, retirement distributions, charitable giving, and tax payments—and prepare for 2027.
August 12, 2026
Congratulations to our Mount Pleasant, SC advisory team on an exciting milestone! This week, Janney celebrated five years of serving the Charleston area. Headquartered in Philadelphia, Janney Montgomery Scott has roots tracing back to 1832 and has guided clients through economic cycles, market volatility, and historic events - all while remaining steadfast in our commitment to personalized advice and exceptional service. As we reflect this year on our country's remarkable 250-year journey, we're grateful for the opportunity to continue our own longstanding tradition of helping individuals, families, and businesses pursue their financial goals with confidence - today and for generations to come.
If you're in the area, we invite you to stop by and visit us at 111 Coleman Blvd. in Mount Pleasant. Our team would welcome the opportunity to learn more about your goals and discuss how Janney Montgomery Scott can help you pursue them. Congratulations again to our Mount Pleasant team on five great years in the Charleston community! For important information about Janney and your best interests, see www.janney.com/crs.
August 11, 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
Janney News
Janney Advances Growth Strategy with Appointment of Kathy Capuano as Head of Advisor Recruiting and Market Growth
She brings extensive experience placing top financial advisors across the industry.
Janney Opens Branch Office in Chicago, Welcomes Ned Kennedy as Complex Director
Ned Kennedy to Lead Expansion and Advisor Recruitment in Key Midwest Market
Janney Adds 12 Financial Advisors in First Half of 2024
Adds over $2.2 billion in assets under advisement to Private Client Group.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
September Investment Perspectives
In this issue, we discuss how the labor market is still doing the heavy lifting, the details surrounding recent U.S. Treasury news, and how the midterms may impact the markets.
Building Better Password Habits
Cyberfraud does not always begin with a data breach. Sometimes it starts with a password that is too easy to guess, reused across accounts, or stored in an unsafe place. Building better password habits can help protect your financial information and may strengthen your overall digital security.
Choosing the Right Trust for Your Needs
Trusts can be a flexible and effective planning tool for a variety of purposes, including addressing estate planning needs. Because there are many types of trusts, the right structure depends on an individual’s objectives, assets, beneficiaries, and long-term financial plan.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
