Broughton Eason Financial Partners

10/16/2026

Embrace the flavors of the season with this homemade apple c***r recipe, perfect for fall gatherings.

This apple c***r recipe is simple to make at home by slow-cooking apples, sugar, cinnamon, and allspice on the stovetop until soft, then straining.

10/15/2026

We've recently added a new tool to our arsenal at Janney: Tax Overlay! Tax savings are a big consideration for many investors, and this allows us to streamline the process of helping clients manage their tax bill.

It's especially helpful if you are trying to diversify out of a concentrated stock position, which can happen frequently with an inheritance or an employer stock grant. We're happy to talk about how Tax Overlay could benefit you!

At the same time, holding a significant portion of your wealth in a single investment can create added portfolio risk. Selling all at once may also result in a substantial tax impact. Tax Overlay may help address these competing considerations by supporting a gradual, tax-aware transition toward a m...

10/14/2026

Real estate investors considering the sale of an investment property may want to understand how a 1031 exchange works and the requirements involved.

Explore key considerations, including important timelines, qualifying properties, and potential tax implications: https://bit.ly/3Wr8plO

10/14/2026

Our Investment Strategy Group's latest Investment Perspectives shares insights on Japanese equities, the current rate-hike cycle, and what October’s history could mean for markets today.

Read the October report here: https://bit.ly/4hXGwcp

10/13/2026

In an article published in Kiplinger, Janney's Head of Wealth Planning shares four strategies to consider when planning your year-end charitable giving.

From direct giving and donor-advised funds to charitable trusts and foundations, the article explores ways to maximize the impact of your giving while making the most of available tax benefits.

Read the full article to learn more:

If you're thinking ahead to your year-end giving, here are four ways to maximize the impact of your donations while making full use of available tax incentives.

10/12/2026

Traditionally, an inheritance is something loved ones receive after someone passes away. But increasingly, individuals and families are considering another approach: sharing some of their wealth during their lifetime.

In the right circumstances this practice can be very helpful to the people receiving the gift. However, it can require some specialized planning to make sure everything is done properly.

The idea of leaving an inheritance is deeply personal. It may represent years of hard work, careful saving, family sacrifice, or the desire to give children and grandchildren opportunities that previous generations did not have.

10/12/2026

October 12th is National Savings Day. To achieve the goal of growing your wealth, living below your means and putting money aside to invest is a great place to start. Whether you need help starting, or have been saving and investing for years and want to talk about your plan for the money, reach out today - we're happy to help.

For important information about Janney and your best interests, see www.janney.com/crs.

10/09/2026

Come out and support the Raleigh Kiwanis Club in our mission to serve the children and families of our city. Next Saturday, October 17, from 8am to 12pm at Highland Methodist Church in Raleigh. For only $6, it's a great time to enjoy unlimited pancakes, sausage, coffee, and OJ while doing good for the community!

https://bit.ly/47Oq21m

10/08/2026

AI is making common scams more convincing. From voice cloning to polished phishing messages, knowing the warning signs can help you pause and verify before taking action.

Learn how to identify AI-enabled scams and help safeguard your information: https://bit.ly/4jMsn4d

10/07/2026

You've spent years building a successful business. Deciding when and how to step down, and who should take over, can sometimes seem just as daunting as increasing sales or starting a new product line.

Having a child or family member take over is a goal for many, but can come with many potential tax hurdles. Here we explore some options available to help you pick the right one.

Have questions? Fill out our contact form beneath the article and we will be in touch.

As a business owner, you're going to have to decide when will be the right time to step out of the family business and how you'll do it. There are many estate planning tools you can use to transfer your business. Selecting the right one will depend on whether you plan to retire from the business or....