September 09, 2026
Summer is a great time to drink rosé wines. This is a nice one from Italy that I recently enjoyed. What's in your glass?
September 04, 2026
Keep More of What You Earn: Building a Tax-Smart Portfolio
Happy Finance Friday! Here is an interesting read. If you have any questions, let's talk! 803-223-7008
https://www.janney.com/detail/education/2026/07/28/keep-more-of-what-you-earn--building-a-tax-smart-portfolio
August 31, 2026
Happy National South Carolina Day! Today is a day we reflect on the timeless and bountiful beauty of this great state we call home. Send us a photo of your favorite spot in South Carolina!
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 28, 2026
The Changing Medicare Landscape: Why it Matters to Your Retirement Plan
As Medicare costs and coverage evolve in 2026, it’s worth considering how those changes may fit into your broader retirement plan. If you have Medicare, our latest article highlights five updates that may factor into your planning decisions.
Questions? Give me a call! 803-223-7008
August 12, 2026
A photo of my daughter, Isabel, in Madrid, celebrating an unforgettable moment for Spain and the excitement of a World Cup win.
August 05, 2026
Nothing beats a night under the lights supporting Charlotte FC! Porter had a great time watching the MLS match and taking in the incredible atmosphere the Charlotte community has to offer.
August 03, 2026
Introducing Tax Overlay Management
Take a more tax-aware approach with Janney’s Tax Overlay, an optional service for eligible U.S. taxable accounts seeking opportunities to help manage the potential impact of taxes.
July 01, 2026
Outlook 2026: Mid-Year Update
Janney’s Investment Strategy Group shared its Mid-Year Update, with a generally constructive outlook for the second half of 2026. Be sure to read it to prepare for what’s ahead.
June 01, 2026
Plan for 100: Income Planning for a Longer Life
Planning to live longer? With many people now living into their 90s and beyond, it may be worth considering how your financial plan can support a retirement that could last decades.
May 18, 2026
Janney’s Mid-Year Market Update
Join us for a live virtual discussion focused on the current market environment, key themes to watch, and considerations for the months ahead.
May 04, 2026
529 Plans Continue to Evolve: Here’s What Families Need to Know in 2026
In recent years, legislative changes have expanded how 529 plans can be used—making them more flexible and relevant for a wider range of education and financial planning needs.
April 01, 2026
Understanding Trump Accounts: The New Way to Save for Kids
Trump Accounts are a historic new savings tool created under the One Big Beautiful Bill to offer the next generation a jump start on saving. Here’s how they work.
March 31, 2026
The Annual Policy Pulse
Register now for our next PlanWise webinar, The Annual Policy Pulse, featuring Lance Schoening, Director of Policy-Government Relations at Principal Financial Group®️.
Lance will cover critical updates on SECURE 2.0 Act provisions taking effect in 2026 and how recent elections could influence future retirement legislation. You won’t want to miss this! Click the link to register now.
March 31, 2026
Plan for More™️: Retirement Planning Quick Start
Retirement planning doesn't have to be complicated. Janney’s Retirement Planning Quick Start is a simple checklist to help you understand where you stand and identify next steps that may strengthen your strategy.
