Broughton Eason Financial Partners

Broughton Eason Financial Partners Broughton Eason Financial Partners of Janney Montgomery Scott LLC

Recent updates are reshaping how families can use and benefit from 529 plans. With expanded uses and added flexibility, ...
05/28/2026

Recent updates are reshaping how families can use and benefit from 529 plans.

With expanded uses and added flexibility, understanding these changes can help families make more informed decisions about saving for future education expenses.
Read the full article here: https://bit.ly/435cix5

Real yields can provide useful context when evaluating fixed income markets, especially as investors continue to assess ...
05/27/2026

Real yields can provide useful context when evaluating fixed income markets, especially as investors continue to assess inflation, interest rates, and portfolio positioning.

In Janney’s 2026 update, Guy LeBas revisits Janney Investment Strategy Group's Real Yields model and explains how it can help frame the outlook for bond market returns. Read the full report.

Two years ago, we introduced our Real Yields model of forward returns in the US bond markets. As of mid-May 2026, following an unexpected spike in interest rates, modeled returns projections are now at their highest point in more than two years.

Register today for Janney’s upcoming Mid-Year Market Update. During this virtual discussion, Janney’s Investment Strateg...
05/26/2026

Register today for Janney’s upcoming Mid-Year Market Update. During this virtual discussion, Janney’s Investment Strategy Group will share timely perspectives on the forces shaping today’s market environment and what to watch in the months ahead. Don’t miss it! Register here: https://bit.ly/42XoUGs

On this Memorial Day, we honor the heroes who made the ultimate sacrifice for our country, remembering their bravery and...
05/25/2026

On this Memorial Day, we honor the heroes who made the ultimate sacrifice for our country, remembering their bravery and commitment to our freedom.

Utilize these simple tips to elevate your cooking skills and create delicious meals from the comfort of your own kitchen...
05/22/2026

Utilize these simple tips to elevate your cooking skills and create delicious meals from the comfort of your own kitchen.

Even top chefs once had to learn the basics of cookery. Good Food brings you the must-know skills that will take you from nervous novice to confident cook...

People often avoid talking about life insurance. It's not a fun topic; it makes us confront our own mortality and think ...
05/21/2026

People often avoid talking about life insurance. It's not a fun topic; it makes us confront our own mortality and think about what we'll leave behind.

While it isn't the most fun thing to consider, it is extremely important. Life insurance is a way to limit your family's stress and worry at a time where they will already have plenty of both. It can make sure they are provided for financially when they no longer have your income, and it can provide a legacy for kids, grandkids, and beyond.

Beyond covering estate taxes, life insurance can provide immediate liquidity and flexibility when it matters most. Even when an estate wouldn’t owe any federal estate taxes, life insurance can play a useful role in your overall financial and estate plan.

Have you heard people talking about trusts and just nodded along without really understanding? Are you just starting to ...
05/19/2026

Have you heard people talking about trusts and just nodded along without really understanding? Are you just starting to think about estate planning but feel overwhelmed?

This article can help you understand some of your options.

At their core, trusts are designed to hold, manage, and distribute assets according to specific instructions. Those assets may eventually be distributed to individuals, family members, organizations, or charities.

As we reach the midpoint of the year, markets continue to evolve—and so do the factors shaping what comes next. Join Jan...
05/18/2026

As we reach the midpoint of the year, markets continue to evolve—and so do the factors shaping what comes next. Join Janney’s Investment Strategy Group for a live virtual discussion focused on the current market environment, key themes to watch, and considerations for the months ahead. Register here: https://bit.ly/4dwAMnE

For a while now, "backdoor Roth" has been a huge buzzword among people who are thinking about investing for retirement. ...
05/15/2026

For a while now, "backdoor Roth" has been a huge buzzword among people who are thinking about investing for retirement. For many who are close to or over the income limit for contributing directly to a Roth IRA, a backdoor Roth contribution has the potential to be a good option.

However, it isn't the best idea for everyone. This article lays out some important considerations if you're thinking about a backdoor Roth conversion this year. Make sure you are taking everything into account.

A Roth IRA is an individual retirement account funded with after-tax dollars. While contributions are not tax deductible, earnings may grow tax free, and qualified withdrawals can also be tax free, provided certain requirements are met.

05/14/2026

Saving for college is an important step. Understanding how to use those funds is equally important.

This article highlights key considerations for evaluating college savings withdrawals, including tax implications, financial aid considerations, and withdrawal timing. Learn more: https://bit.ly/3PoF1d0

#529

Getting married is an exciting time, but it can be stressful. It changes everything from your morning routine to how you...
05/13/2026

Getting married is an exciting time, but it can be stressful. It changes everything from your morning routine to how you decide what to have for dinner. It also dramatically affects how you approach your finances.

Every couple manages their financial lives differently. No matter how you decide to handle things in your marriage, this checklist will give you a baseline to make sure you get a strong start.

Taking these steps early can help reduce confusion, strengthen communication, and create a coordinated financial foundation. A Financial Advisor can help by aligning goals, building a long-term plan, and coordinating moving parts like an investment strategy, retirement planning, and asset protection...

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Raleigh, NC
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