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.