News and Commentary
Video Library - "Your Daly Dose"
Do I Need Flood Insurance for a Third-Floor Beach Condo?
Are you considering purchasing flood insurance for a beach condo?
Sector Investing
Understanding how sectors work.
Early Retirement Offer - Should You Take It?
Are you considering a retirement offer from your employer?
Industry Events & Professional Development
Jenny Daly Featured in The Wall Street Journal- July 2026
In July 2026, Jenny Daly was invited to contribute to a Wall Street Journal article examining the growing impact of student loan debt on retirement planning. The article explores how millions of older Americans are carrying education debt into retirement and the financial planning strategies available to help address these challenges. Drawing on her experience helping clients navigate complex financial decisions, Jenny shared insights on how thoughtful budgeting and comprehensive financial planning can help individuals balance education debt while remaining focused on their long-term retirement goals.The article, "Student-Loan Debt Is Threatening the Best-Laid Retirement Plans," features perspectives from financial professionals across the country and highlights the importance of personalized financial planning when balancing competing priorities.Jenny is honored to have been recognized by The Wall Street Journal and remains committed to helping clients make informed financial decisions through personalized, goals-based planning.Read the full article here: https://www.wsj.com/personal-finance/retirement-student-loan-debt-a0c5e678?mod=Searchresults&pos=1&page=1
Delaney Ashworth Joins Janney- July 2026
Delaney joins our team with a passion for exceptional client service and a strong background in sales and marketing. Working alongside Helen Shaw, she'll help support our clients and contribute to the personalized experience that's so important to our team.A 2025 Magna Cum Laude graduate of High Point University, Delaney earned her B.S.B.A. in Marketing and Sales while competing as a Division I women's lacrosse student-athlete. She also served as a Volunteer Coordinator with United Way of Delaware, helping raise funds and collecting essential supplies for under-resourced children in need.Her enthusiasm, relationship-focused approach and commitment to excellence make her a wonderful addition to our growing team, and I'm excited for our clients to get to know her.📧 Delaney can be reached at dashworth@janney.comPlease join us in giving Delaney a warm welcome! 👏
AdvisorHub 2026 Advisor to Watch- June 2026
In June 2026, Jenny Daly was recognized by AdvisorHub as a 2026 Advisor to Watch for the fifth consecutive year. This honor reflects her longstanding commitment to helping clients navigate complex financial decisions and pursue their long-term goals. Through personalized planning, thoughtful guidance and a client-centered approach, Jenny continues to make a meaningful impact on the individuals, families and organizations she serves.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
September 01, 2026
For families like mine, the “new year” has never really felt like January. It’s September. 🎒
When you’re raising kids, you start measuring time in school years. New teachers, new schedules, new activities, new routines…and somehow a fresh start for all of us.
This week, the backpacks are coming back out, the calendars are filling up and we’re getting ready to trade the slower rhythm of summer for the organized chaos of another school year.
I’m never quite ready to say goodbye to summer, but I do love the feeling of a fresh start. Here’s to getting back into our routines, resetting our priorities and making the most of the year ahead. ❤️
#YourDalyDose #JennyDalyWealthManagement #Janney #BackToSchool #FreshStart
August 31, 2026
9 Considerations for 2026 Year-end Tax Planning
Start year-end tax planning now to review income, gains and losses, retirement distributions, charitable giving, and tax payments—and prepare for 2027.
August 26, 2026
Happy National Dog Day! 🐾❤️
A little love today for some of the four-legged members of our extended team family! These are a few of the pups who belong to my wonderful colleagues and teammates, Helen and Delaney. They may not officially be on the payroll, but we’re pretty sure they’re part of the team. 😊
Dogs have such a special way of becoming part of the family and making every day a little better.
Now we want to see yours! 🐶 Share a photo of your favorite four-legged family member in the comments — we’d love to meet them!
#YourDalyDose #JennyDalyWealthManagement #Janney #NationalDogDay