March 03, 2026
Retirement Planning for Women
Women often face unique and complex circumstances when it comes to finance and investing. Here’s how to navigate them and take control of your financial future.
February 13, 2026
Janney's Tax Resource Center
Tax season comes with a lot of paperwork. This quick guide outlines when common tax forms are mailed and what you can expect to find in each one. Explore additional resources in the Janney Tax Resource Center.
February 02, 2026
𝐒𝐧𝐨𝐰𝐟𝐥𝐚𝐤𝐞𝐬 𝐦𝐚𝐲 𝐟𝐚𝐥𝐥, 𝐛𝐮𝐭 𝐠𝐫𝐞𝐚𝐭 𝐩𝐥𝐚𝐧𝐧𝐢𝐧𝐠 𝐧𝐞𝐯𝐞𝐫 𝐭𝐚𝐤𝐞𝐬 𝐚 𝐬𝐧𝐨𝐰 𝐝𝐚𝐲 ❄️📈
This weekend the RCC Wealth Management Team traded spreadsheets for snow angels and had an absolute blast soaking up the winter magic! We hope you and your families enjoyed every frosty minute too.
Just like navigating a snowy road, your financial journey is smoother with the right guides in your corner. Whether markets are sunny or stormy, our advisors are here to help you stay on course.
📸 Drop your snow day photos in the comments, we’d love to see your winter fun!
💬 And remember, whenever you’re ready to talk goals, plans, or next steps, the RCC team is always here for you.
Proudly serving our clients through Janney Montgomery Scott.
🏦Corey Carson | 864-641-6341| ccarson@janney.com
🏦Ronald Raines: 864-641-6346 | rraines@janney.com
🏦Lindsay Chandler | 864-641-6342 | lchandler@janney.com
#SnowDay #SpartanburgSC #FinancialAdvisors #WealthWithWarmth #RCCWealthManagement #Janney
For more information about Janney, please see Janney's Relationship Summary (Form CRS) at www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.
February 02, 2026
How You Can Leave More to Your Heirs, Minimize Taxes
Did you know that repositioning some of your investments may be a tax-efficient way to leave a larger financial legacy?
January 29, 2026
Recent Event: Janney's 2026 Market Outlook
Missed our recent 2026 Market Outlook? No problem—click the link to watch the full recording and hear our insights on what to expect for the economy and markets in 2026.
January 22, 2026
3 Smart Steps to Start Investing
Ready to start investing but not sure where to begin? Learn three smart steps to help you build confidence and create a plan that fits your life: https://www.janney.com/wealth-management/education/all-education/detail/education/2025/12/12/3-smart-steps-to-start-investing
January 15, 2026
January Investment Perspectives
This month, our Investment Strategy Group explores AI’s impact on productivity, how executive policy drove the market in 2025, and the January effect and stock market seasonality.
January 08, 2026
Venezuelan Regime Change Investment Implications
Our Investment Strategy Group discusses Venezuelan regime change and the geopolitical uncertainty it brings, while market impact remains limited. Read the report to explore potential effects on oil, defense themes, and long-term investment strategies.
January 05, 2026
Outlook 2026
In its Outlook 2026 special report, Janney’s Investment Strategy Group shares its baseline outlook for the economy, equity and fixed-income markets, how they may evolve, and key investment considerations for the year ahead.
January 02, 2026
Seize Opportunities to Maximize Your Retirement Savings
Policy changes, particularly under the SECURE 2.0 Act, aim to make it easier to prepare for your long-term financial goals. Here’s what you need to know.
December 01, 2025
A Family Conversation on Estate Planning
Having a conversation regarding your estate plan can help ensure that everyone involved in the eventual management and settlement of your estate understands your wishes.
November 17, 2025
November Investment Perspectives
This month, our Investment Strategy Group examines rising AI fatigue, the conclusion of quantitative tightening, and the key drivers shaping market performance.
November 06, 2025
Recent Event: Year-End Planning: Tax and Estate
Missed our recent webinar on year-end tax and estate planning? No problem—click the link below to watch the full recording. Discover valuable insights into the latest tax rules and learn how they could impact your financial strategy as the year comes to a close.
November 03, 2025
Tax-Smart Charitable Giving Strategies in Light of OBBBA
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.
October 27, 2025
Fixed Income Market Update
In a shifting rate landscape, balance is key. Our latest fixed income market update highlights how a barbell of high-grade bonds and private credit—where appropriate—may help investors manage risk and pursue opportunity.
Read the full report by clicking the link below.
October 16, 2025
October Investment Perspectives
This month, our Investment Strategy Group weighs Tech’s staying power, unpacks the rise of private credit, and analyzes what lies ahead for the stock market.
Read the full report here: https://www.janney.com/wealth-management/education/market-commentary/detail/insights/2025/10/10/october-investment-perspectives
