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 Adds 33 Experienced Financial Advisors in 2025
Adds over $6.5 billion in client assets to Private Client Group.
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 Adds 27 Experienced Financial Advisors in 2024
Adds over $4.3 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.
The Changing Medicare Landscape: Why it Matters to Your Retirement Plan
Medicare is more than a health care decision. With several cost and coverage changes taking effect in 2026, reviewing your Medicare choices can help keep your retirement plan aligned with your income needs, health care priorities, and life goals.
AI-Enabled Scams Are Becoming Harder to Detect. Here’s How to Protect Yourself.
AI scams are becoming more sophisticated and harder to identify. Knowing the warning signs can help you slow down, verify what you are seeing or hearing, and better protect your personal information and financial accounts.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
