Morrow Hicks Wealth Advisory Group of Janney Montgomery Scott LLC

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Morrow Hicks Wealth Advisory Group of Janney Montgomery Scott LLC

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10/29/2026

What trends are shaping the retirement plan experience?

In our latest PlanWise webinar, Jim Dowling, Vice President at Fidelity Investments, explores evolving participant behaviors, shifting plan sponsor priorities, and what these trends may mean for participant engagement and plan success.

Missed the live discussion? Click the link to watch the recording.

Webex by Cisco is an AI-powered secure enterprise collaboration platform.

10/20/2026

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.

10/20/2026

Life doesn’t always go according to plan. Considering the “what ifs” can help you understand how unexpected changes may affect your finances and prepare for different possibilities. Explore how scenario planning can help you build greater flexibility into your financial plan.

You can’t predict every turn life may take, but you can consider how certain events could affect your finances, your family, and the goals that matter to you. Thinking through these “what ifs” in advance can help you identify potential gaps and make more informed decisions before circumstances...

10/19/2026

Talking about your estate plan with your family may not always be easy, but it can be an important part of planning for the future. An open conversation can help clarify your wishes, prepare loved ones for future responsibilities, and reduce uncertainty. Explore this article to learn how to start the conversation.

Developing a thoughtful estate plan can be challenging. There are documents to complete, important decisions to make, beneficiaries to designate, accounts to title appropriately, and trusts that may need to be funded. Even once those pieces are in place, one important step may remain: talking with y...

10/18/2026

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/4yWOYQg

10/17/2026

What’s driving the rapid expansion of the space economy? In his latest commentary, Michael Halloran explores how falling launch costs, advancing satellite technology, increased defense spending, and new commercial applications are reshaping the space economy. Click the link to read the full report.

10/16/2026

Financial plans can change as life changes.

With Play Zone® in Online Access, you can explore different financial scenarios and see how changes to your goals, savings, spending, and other assumptions may affect your broader plan.

Learn more: https://bit.ly/4Bt9rOD

10/16/2026

Medicare Open Enrollment begins October 15 and runs through December 7. If you’re reviewing your coverage or considering your options, there can be a lot to navigate.

Janney clients have access to ClearMatch, a complimentary, no-obligation service that connects you with licensed insurance agents who can help you compare options and navigate the enrollment process.

Explore ClearMatch to learn more.

10/15/2026

A meaningful legacy starts with a plan built around you. A personalized financial strategy can bring greater clarity to your decisions and your future. Reach out today if you’d like to talk about building a financial strategy aligned with your goals, priorities, and long-term vision: https://bit.ly/47WvfnV

Together, we can .

10/15/2026

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/4zAUc43

Address

4064 Colony Road Suite 450
Charlotte, NC
28211

Telephone

+17046445381

Website

https://advisor.janney.com/morrowhickswealthadvisorygroup/

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