News and Commentary

Did you know that repositioning some of your investments may be a tax-efficient way to leave a larger financial legacy?

Top Financial Advisors Don’t Wait for Problems to Explore Better Platforms -The most successful advisors I know aren’t reacting to frustration — they’re proactively evaluating whether their current platform still supports where their practice is going. They ask hard questions: • Does my firm help me grow — or just manage? • Is technology accelerating my business or slowing it down? • Do I feel like a partner here, or a production number? • Am I positioned for the next decade — not the last one? -These conversations usually happen quietly. Not because advisors are unhappy, but because leaders do their homework. -When advisors take a serious look, Janney often becomes part of that conversation. Why? • A true partnership/ownership model, not a one-size-fits-all mandate • Strong compliance and risk support without micromanagement • Integrated technology that supports scale • A culture built around long-term advisor success, not short-term grids Exploring options isn’t disloyal. Staying stuck is expensive. -If you’re an advisor thinking about what’s next — even just at a high level — those conversations are worth having. Please feel free to reach out to me! Thomas Conaghan 904-280-4925 Janney Branch Director

The One Big Beautiful Bill Act both preserves existing tax benefits and introduces provisions that may encourage you to rethink the timing and method of your gifts.