March 14, 2023

5 Common Investment Tax Filing Errors
As you file for your 2022 taxes, keep in mind the more common tax filing errors highlighted in this article, along with things you can do to avoid them.
February 01, 2023

What You Need to Know about the Secure Act 2.0
Outlined here are highlights of the new SECURE Act 2.0 that may impact you—both now and in the years to come.
January 03, 2023

Outlook 2023
Outlook 2023 offers the Janney Investment Strategy Group’s baseline forecasts for the economy and equity and fixed income markets in the coming year.
December 08, 2022

Make Long-Term Care a Part of Your Financial Plan
It is important that long-term care be addressed as part of your financial plan so you’re prepared for what life may bring.
December 08, 2022

9 Considerations for 2022 Year End Tax Planning
In addition to the continued challenges brought on by inflation and rising prices, 2022 also saw new tax laws as well as proposed additional anticipated changes in 2023. This article examines what you should be aware of as you begin to prepare for 2022 year-end tax planning.
December 08, 2022

4 Tips for Navigating Market Volatility
Market volatility is inevitable, but that doesn’t mean it isn’t concerning at times. Let’s explore some important tips and insights that may help you navigate market volatility in a smart and strategic way.
November 15, 2022

Our Aiken branch had the pleasure to celebrate Veteran’s Day with local veterans and active military personnel. This event was a great way to show our appreciation for our members of the military.
October 03, 2022

Life Events May Trigger Lending Needs
https://www.janney.com/wealth-management/education/detail/education/2022/05/12/life-events-may-trigger-lending-needs
July 29, 2022

An Annuity Income Strategy During Volatile Markets
https://www.janney.com/wealth-management/education/detail/education/2021/11/10/an-annuity-income-strategy-during-volatile-markets-expert-financial-insights
June 30, 2022

Outlook 2022: Mid-Year Update
https://www.janney.com/latest-articles-commentary/latest-insights/detail/insights/2022/06/29/outlook-2022-mid-year-update
June 30, 2022

Your Assets are in Good Hands: Resources and Account Protection at Janney
https://www.janney.com/wealth-management/education/detail/education/2022/03/21/your-assets-are-in-good-hands-resources-and-account-protection-at-janney
June 21, 2022

South Carolina takes 3 spots on Southern Living's 'Best Small Towns' list - including first place
Congratulations Aiken!
https://www.wltx.com/article/travel/south-carolina-takes-3-spots-southern-livings-best-small-towns/101-fa67114f-1f4f-4d8a-b655-499229bf3551
May 24, 2022

Had a great time at the 2022 Wounded Warrior Golf Outing, representing #Janney, with Rob Murphy (USC Aiken), Dcn Al Matouszek (SMHOC Catholic Church) and Dan Petkovic (McCormick Taylor, Inc)
May 11, 2022

Join strategists from our Investment Strategy Group for a special update discussing their outlook for the market and economy, as well as the importance of a long-term investment plan. Register here: https://janney.webex.com/janney/onstage/g.php?MTID=e92f1b6c6410a8b92291c9b0ac270def1
May 03, 2022

Tips for Leveraging 529 Education Savings Plans
https://www.janney.com/wealth-management/education/detail/education/2021/12/06/tips-for-leveraging-529-college-savings-plans