September 05, 2023
Evaluating Your College Savings Withdrawal Strategy
If you have a high school senior who will be attending college next year, you’ll need to start withdrawing from your college savings account(s).
August 02, 2023
Window of Opportunity: Leveraging the Estate and Gift Tax Exemption
In anticipation of a significant decrease of the estate and gift tax exemption limit, here are strategies to help leverage this opportunity through tax-efficient wealth transfer.
July 07, 2023
I am very excited to announce the addition of my son, Jimmy Foley, as a Financial Advisor to the Wiland-Foley Advisory Group. Jimmy joined Janney in January, after serving in the Marine Corps for the past 7 years, in various capacities from platoon leader to Aide-de-Camp for the CG of Marine Corps Forces Cyber and Space Warfare. His addition allows us greater opportunity to serve clients across multiple generations.
July 06, 2023
Better valuations are ahead for bank stocks following stress test results: Christopher Marinac
Janney’s Director of Research recently joined CNBC to discuss the results of the Federal Reserve’s banking stress test and what that means for bank stocks moving forward.
July 03, 2023
What to Do Before the TCJA Provisions Sunset
The Tax Cuts and Jobs Act of 2017 is currently scheduled to sunset at the end of 2025, meaning significant changes are on the horizon for taxpayers. This article provides strategies to help mitigate the potential tax risks.
May 16, 2023
Had a wonderful time representing our team and the Janney Aiken office with Richard Holley, CPA, CVA (https://www.linkedin.com/in/richard-o-holley-cpa-cva-a3949418/), Robert Murphy, USC Aiken (https://www.linkedin.com/in/robert-murphy-mba-61994495/), and Michael Barrett of the Reserve at Woodside during the Aiken-Augusta Wounded Warrior Charity Golf Classic!
May 01, 2023
FDIC Insurance: How It Protects Your Cash & How to Increase Coverage
Are you concerned about bank failures? This article explains how FDIC insurance helps safeguard your money, and how you can potentially increase that coverage.
April 03, 2023
Anticipating a large tax bill?
Janney’s margin lending program may help you finance your tax bill without having to sell assets or deplete cash.
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 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
July 29, 2022
An Annuity Income Strategy During Volatile Markets