News and Commentary
Video Library - "Your Daly Dose"
What is the 4% Rule?
Your Daly Dose: What is the 4% Rule?
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?
Industry Events & Professional Development
AdvisorHub Advisors to Watch 2025
In June 2025, Jenny Daly was recognized by AdvisorHub as one of its 250 “Advisors to Watch". Advisors are ranked on a number of criteria including assets, level of service, growth of practice, professionalism, community service and diversity.
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.
July 01, 2025
Outlook 2025: Mid-Year Update
Our Investment Strategy Group outlines their expectations for the economy in the second half of 2025, as well as possible scenarios for the equity and fixed-income markets.
June 11, 2025
A beautiful moment from my parents’ vacation—turquoise sea behind them, smiles on their faces and proudly wearing their JANNEY💙 T-shirts. 😊
Being both their daughter ❤️and their financial advisor is one of the greatest privileges of my life. Helping them enjoy the retirement they worked so hard for is what makes my career so meaningful.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
