News and Commentary
Video Library - "Your Daly Dose"

Should I Choose a Mortgage With No Points
Mortgage points vs. no points: What's really best for you?

Will My Condo Association Master Policy Cover My Property?
The master policy may not cover everything -- supplemental insurance can fill the gaps.

5 Tips for Maintaining a Strong Credit Score
Your Credit score is the key that unlocks financial opportunities - or keeps them out of reach.
Industry Events & Professional Development

2025 Janney Women Advisors Forum
Jenny was grateful for the opportunity to attend Janney’s Women Advisors Forum in Philadelphia. The event was a fantastic chance to connect with inspiring women advisors, Janney leaders, and industry experts, while continuing to grow her knowledge to better serve clients with excellence.

Helen Shaw Celebrates 3 Years at Janney
Happy 3-Year JANNEY-versary to Helen Shaw ! It’s been 3 years since Helen joined Jenny at Janney, and she can’t imagine this journey without her. She’s not just a colleague; she’s a dear friend and the person who makes every day brighter as we tackle challenges and go above and beyond for our clients.Jenny had the privilege of working with Helen at her prior firm, and when she moved to Janney, she quickly realized how much she missed her. The day she joined Jenny here was such a turning point—her professionalism, dedication to client service, and warmth make her truly exceptional.Helen, thank you for bringing your heart to everything you do. Jenny is so lucky to have you by her side. Here’s to many more years of teamwork, growth & laughter!

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.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
September 04, 2025

9 Considerations for Year-end Planning
As the end of 2025 approaches, it’s a good time to implement strategic tax planning to minimize your tax liability, maximize savings, and get on track for 2026.