April 25, 2024
The Great South Advisory Group's Chip Stanley with daughters Blair & Eleanor at a recent dinner dance.
April 24, 2024
Don’t Procrastinate – Establish Your Will
Establishing a will is an important estate planning consideration. Here are some steps to help you establish or complete this valuable document.
April 24, 2024
April Investment Perspectives
In the latest edition of Investment Perspectives, our Investment Strategy Group discusses what you need to know about economic activity in the Eurozone, declining interest rate volatility, and recent stock market performance.
April 22, 2024
Healthy Economic Readings Should Support a Positive Earnings Season
In its weekly update, our Investment Strategy Group breaks down the latest market and economic news.
April 18, 2024
Chip Stanley and his daughter Isabel at the 6-mile marker during the recent Cooper River Bridge Run in Charleston, SC
April 12, 2024
More than 10,000 Americans a day are turning 65. They are living longer and doing more in retirement than past generations. If you are 65 or soon will be, can your retirement plan keep up with you?
April 11, 2024
Maximize Long-Term Care Benefits Using an Existing Annuity
An often-overlooked provision of the Pension Protection Act allows you to gain valuable tax benefits by replacing an unneeded annuity with one that offers long-term care coverage. Several benefits can include:
- Tax-deferred growth
- New features/better rates
- Legacy planning
Learn more about annuity exchanges and if this solution would fit your situation:
April 11, 2024
Have a moment to Chat? Today, I'll discuss when to sign up for Medicare if you've decided to delay taking Social Security.
April 11, 2024
Window of Opportunity: Leveraging the Estate and Gift Tax Exemption
Consider the planning strategies outlined in this article to take advantage of the current estate and gift tax exemption before its sunset at the end of 2025.
April 10, 2024
Reposition Assets for Tax-Efficient Wealth Transfer
If you’re close to or in retirement, repositioning some of your investments may be a tax-efficient way to leave a larger financial legacy. Here are some ideas to consider.
April 02, 2024
This Diversity Month, let’s celebrate our unique backgrounds, perspectives, experiences, and talents. At Janney, we remain committed to furthering an inclusive culture where every individual feels valued, respected, and empowered to be their authentic selves.
March 28, 2024
"Is Your Data Protected?"-Register today at www.Janney.com/Cybersecurity
Is Your Data Protected?
Simple Safeguards: How to Protect Yourself from Identity Theft and Cybercrime
Don’t wait until it’s too late—ensure your identity is protected. Join our popular cybersecurity webinar featuring Jeff Lanza, retired FBI Special Agent, to learn about simple safeguards to protect yourself from the latest cybercrime trends.
Register today at www.Janney.com/Cybersecurity
Wednesday, April 17, 2024 | 12:00pm ET
March 27, 2024
Business Surveys and Housing Data Consistent with Healthy Economy
Our Investment Strategy Group discusses the latest market and economic news in its weekly update. Read more.
March 22, 2024
More than 10,000 Americans a day are turning 65. They are living longer and doing more in retirement than past generations. If you are 65 or soon will be, can your retirement plan keep up with you?
March 18, 2024
Will My Pension Affect My Social Security Benefits?
Have time for a quick chat? Today I'm discussing how your pension may affect your social security benefits.
March 13, 2024
Simple Safeguards: How to Protect Yourself from Identity Theft and Cybercrime.
Janney has once again invited retired FBI Special Agent, Jeff Lanza to present his popular webinar on how to protect yourself from the latest trends in identity theft and cybercrime. You won’t want to miss this valuable program!
Featuring Jeff Lanza, Retired FBI Special Agent