February 17, 2026
Want to share some news that I am both proud of as a father and excited about for our practice. My son and partner, Jimmy Foley, has graduated from Columbia University’s Master of Professional Studies in Wealth Management program—the only wealth management master’s degree of its kind offered by an Ivy League institution. He completed this rigorous 16-month program while continuing to work alongside me at Janney, and the curriculum is also a CFP®️ Board Registered Program, reflecting the highest standards in our profession.
February 09, 2026
Our team is honored to have been named a Forbes 2026 Best-in-State Wealth Management Team. I would like to congratulate my teammates on their dedication, knowledge, and outstanding client service, values that are reflected in this distinction. A special thanks to our clients for the trust you have placed in us. For more information about any awards referenced, including relevant criteria, please visit Janney.com/awards-disclosures or contact your Financial Advisor.
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 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 27, 2025
Our team is honored to have been named a Forbes 2025 Best-in-State Wealth Management Team. I would like to congratulate my teammates, Mary Ann Barrett and Jimmy Foley, on their dedication, knowledge, and outstanding client service, values that are reflected in this distinction. A special thanks to our clients for the trust you have placed in us.
For more information on the scope of consideration for referenced industry awards or accolades, please visit Janney.com/awards-disclosures
November 12, 2025
Our team is honored to have been named a Forbes 2025 Best-in-State Wealth Management Team. I would like to congratulate my teammates, Mary Ann Barrett and Jimmy Foley, on their dedication, knowledge, and outstanding client service, values that are reflected in this distinction. A special thanks to our clients for the trust you have placed in us.
For more information on the scope of consideration for referenced industry awards or accolades, please visit Janney.com/awards-disclosures
November 10, 2025
From Service to Stewardship
We are excited to have been featured in the November issue of Aiken Lifestyle Magazine! https://citylifestyle.com/articles/from-service-to-stewardship
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 06, 2025
Keep More of What You Earn: Building a Tax-Smart Portfolio
By making tax-smart decisions about what you invest in and where you hold it, you can keep more of your money working for you. Here’s how to build a tax-smart portfolio.
September 04, 2025
9 Considerations for Year-end Planning
As the end of 2025 approaches, it’s a good time to implement strategic tax planning to minimize your tax liability, maximize savings, and get on track for 2026.
August 06, 2025
The One Big Beautiful Bill Act: How It May Impact You
The One Big Beautiful Bill Act was signed into law by President Trump on July 4, 2025. Here’s how it differs from existing tax laws—and how it may impact you.
July 01, 2025
Outlook 2025: Mid-Year Update
Our Investment Strategy Group outlines their expectations for the economy in the second half of 2025, as well as possible scenarios for the equity and fixed-income markets.
June 04, 2025
Financial Planning: Bringing Stability—and Possibility—to Your Life
Financial planning isn’t just about retirement or saving for the future, it can also be about accomplishing your lifestyle goals—like world travel or a buying a second home.
May 01, 2025
Leveraging Annuities During Market Uncertainty
Annuities can be a powerful tool for securing your investments—offering asset protection, tax deferral, guaranteed income, and peace of mind. Read this article to learn more.
April 01, 2025
Three Strategies to Navigate Market Volatility
The middle of a period of market fluctuation is rarely the best time to adopt new investing strategies. But here are some actions you should consider.
