News and Commentary
Video Library - "Your Daly Dose"
3 Factors to Consider When Investing for the Long Term
Proper planning can help guide your portfolio for the long term.
Securities Based Lending
Should you consider Securities Based Lending?
Do You Know Who your Beneficiaries Are?
Have you checked your Retirement accounts lately?
Industry Events & Professional Development
NYSE Women's History Month Celebration - BNY Mellon
Jenny joined an event for women in financial services in celebration of Women's History Month. Hosted by BNY Mellon, it was held at the New York Stock Exchange.
Forbes Best-In-State Women Wealth Advisor 2024
In February 2024, Jenny D. Daly was named to the 2024 Forbes Best-In-State Women Wealth Advisors List.
2024 Elite Practice Management Panelist
That’s a wrap! It was great being a panelist with my awesome colleagues to share some of our ideas & perspectives on practice management. #Janney #wealthmanagement
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
March 28, 2024
The Pros and Cons of a Big Tax Refund
Your Daly Dose: The Pros and Cons of a Big Tax Refund
www.YourDalyDose.com
#YourDalyDose #WealthManagement #Janney
March 13, 2024
Simple Safeguards: How to Protect Yourself from Identity Theft and Cybercrime.
Janney has once again invited retired FBI Special Agent, Jeff Lanza to present his popular webinar on how to protect yourself from the latest trends in identity theft and cybercrime. You won’t want to miss this valuable program!
Featuring Jeff Lanza, Retired FBI Special Agent