News and Commentary
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
August 26, 2025
WE ARE MOVING!
JANNEY’S PORTLAND OFFICE WILL BE RELOCATING
On September 4, 2025, Janney’s Portland office will be relocating. We expect to open at our new location on September 8, 2025. Our new address will be:
1 City Center
7th Floor Suite 701
Portland, Maine, 04101
Our email addresses, telephone, and fax numbers remain the same.
There is no change in how you access your accounts online nor is there any change in using our funds transfer services.
We are very excited about our new location and look forward to seeing you there! More information will follow.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
August Investment Perspectives
In this issue we discuss whether the big banks are seeing the big picture, the hidden fees lurking in one’s bond basket, and what the factors are that will move the market in the future.
Marriage, Divorce, and Financial Planning: Building and Protecting Your Financial Future
Marriage is not just a union of hearts. It is also a merger of finances, responsibilities, and legal commitments. When that union ends, whether amicably or not, the financial consequences can be significant. Preparing for these transitions with a clear financial strategy is one of the most empowering steps you can take.
Planning Strategies for Remaining 529 Balances
If you saved more for college than you needed, here’s how to make the most of the leftover funds.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
