News and Commentary
Video Library - "Your Daly Dose"

How to Navigate Your Social Security Statement
The personal Social Security statement, created to help Americans understand the Social Security benefits they might be entitled to, has been redesigned.

How Do You Know If Your Family is Eligible for Financial Aid?
How do you know if your family is eligible for federal financial aid?

How Do I Get a Copy of My Credit Report
How to obtain a copy of your credit report.
Industry Events & Professional Development

2025 Forbes / SHOOK On-the-Road Event
Jenny had a great time spending the afternoon in NYC today at the 2025 Forbes | SHOOK On-the-Road Regional Event. The presentations featured insightful sessions on private equity, real assets and market outlooks, along with discussions on key industry trends. It was a great opportunity to learn from experts and connect with fellow professionals.

2025 Forbes Best-in-State Women Wealth Advisors
Jenny is honored to share that she has been named to the 2025 Forbes Best-in-State Women Wealth Advisors list for the third consecutive year. Jenny is so grateful for this recognition and could not have achieved it without her amazing partners Helen Shaw & Owen Corry. To our valued clients, thank you for the confidence and trust you continue to place in us.

2025 Janney Elite Conference
This week, Jenny was in Philadelphia participating in the 2025 Janney Elite Advisor Conference! She feels honored to join two panel discussions with her amazing peers—sharing insights & best practices on financial planning, practice management, and marketing. One of the most memorable moments for her was meeting the legendary Professor Jeremy Siegel and hearing his keynote address on Stocks for the Long Run. His insights were both inspiring and thought-provoking. Jenny is leaving this conference feeling motivated and full of fresh ideas to better serve her clients. She is grateful to be part of such a collaborative and forward-thinking community.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
April 11, 2025

Strategies to Navigate Market Volatility
Given the current market conditions and uncertainty, investors should focus on what they can control. For useful strategies, read more here: https://www.janney.com/wealth-management/education/all-education/detail/education/2024/08/08/three-strategies-to-navigate-market-volatility
April 01, 2025

Three Strategies to Navigate Market Volatility
The middle of a period of market fluctuation is rarely the best time to adopt new investing strategies. But here are some actions you should consider.
March 20, 2025

Cybersecurity and AI Best Practices
Join us as Retired FBI Special Agent Jeff Lanza explores the critical topic of cybercrime and AI’s ever-evolving impact. Learn what steps you can take if cybercriminals target you and get essential tips for improving cybersecurity in your daily life. Don’t wait until it’s too late—register today for this important webinar!