Wealth

The Tax Cuts and Jobs Act of 2017 (TCJA) is scheduled to sunset at the end of 2025, meaning significant changes are on the horizon for taxpayers. Carolina Wealth Advisors of…

It’s tax season and scams are on the rise. Each year, the IRS produces a list of its “Dirty Dozen” tax scams. These scams tend to spike from December through…

The Charlotte office of Janney Montgomery Scott, Carolina Wealth Advisors located in SouthPark, is celebrating 20 years as a community leader. Janney traces its roots back to 1832, and has…

New to financial planning and investing, or looking to make a change? Chad Kupreanik, CFP®, Executive Vice President of Janney Montgomery Scott, shares his insight on financial planning and some…