News and Commentary
Video Library - "Your Daly Dose"
What is a Financial Wellness Plan?
Let's take a closer look at a financial wellness plan.
Putting Together the Retirement Income Puzzle
Do you know what income you can expect once you enter into Retirement?
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.
Industry Events & Professional Development
Owen Corry Earns his Series 7 License
We are thrilled to announce that Owen Corry has officially earned his Series 7 license. This accomplishment reflects the hard work and dedication Owen consistently exhibits. We are so proud of his accomplishment and to have him as a member of our team.
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.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
May 21, 2025
Janney's Mid-Year Market Update
What’s next for the economy and markets? Join our exclusive virtual presentation where Janney’s Investment Strategy Group shares its views on the economy and markets, inflation, monetary and fiscal policy, and what it all means for your portfolio strategy.
May 01, 2025
Leveraging Annuities During Market Uncertainty
Annuities can be a powerful tool for securing your investments—offering asset protection, tax deferral, guaranteed income, and peace of mind. Read this article to learn more.
April 28, 2025
The Washington Update with Jeff Bush
Our exclusive virtual event will highlight: How election outcomes influence policy directions and investor sentiment. The budget debate and how it shapes legislative priorities and influences market trends. Expected changes from the expiration of the Tax Cuts and Jobs Act and implications for individuals and businesses, and a look at the U.S.-China relationship and its impact on key industries and investment strategies.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
