Recent Updates

November Newsletter: Election Results, AI & Navigating Market Volatility #marketvolatility #politics #ai #datacenters #interestrates

Introducing the new look of Fiore Capital Management. Built around the values that define my practice—personalized guidance, trusted relationships, and an unwavering commitment to the clients and families I serve. A new chapter. A new look. The same commitment to helping clients build, protect, and preserve their wealth for generations to come. Fiore Capital Management of Janney Montgomery Scott LLC #FioreCapitalManagement #WealthManagement #FinancialCoaching #PrivateWealth #JanneyMontgomeryScott

Real estate investors considering the sale of an investment property may want to understand how a #1031exchange works - a properly structured exchange may allow eligible investors to defer recognition of gain on qualifying investment or business real estate -- subject to applicable requirements. . Tax deferral does not necessarily eliminate tax liability, and deferred gain may be recognized in a later taxable transaction. Contact me to learn more! . Explore key considerations, including important timelines, qualifying properties, and potential tax implications: . https://www.janney.com/wealth-management/education/all-education/details/education/2026/10/06/1031-exchanges--what-real-estate-investors-should-know For important information about Janney and your best interests, see www.janney.com/crs.

Start year-end tax planning now to review income, gains and losses, retirement distributions, charitable giving, and tax payments—and prepare for 2027.