News and Commentary
Video Resources
Sequence of Returns
Market conditions can impact your retirement nest egg depending on when you retire. There are strategies to help minimize these effects.
ETFs vs. Mutual Funds
ETFs and Mutual Funds are similar but there are some key differences..
The Rule of 72
Learn About the Rule of 72 and How it Can Be Helpful.
Industry Events & Professional Development
Janney Practice Management Session
I had the honor to be a panelist with my colleague for an internal Practice Management session focused on how I utilize videos to deepen client relationships. It was so much fun to be able to share my best practices on this unique marketing angle.
2023 Women Working in Wealth Management
It is great spending International Women’s Day in a room full of women at the 2023 Women Working in Wealth Management Summit in NYC 💜
Forbes Best-In-State Women Wealth Advisor 2023
In February 2023, Jenny D. Daly was named to the Forbes 2023 Best-In-State Women Wealth Advisors list.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
March 27, 2023
Strength & Stability | Janney Montgomery Scott
Be confident the firm you choose today will be the same one you work with tomorrow. Learn more about Janney’s pillars of stability and our legacy of more than 190 years.
March 24, 2023
I had the honor to be a panelist with my colleague for an internal Practice Management session focused on how I utilize videos to deepen client relationships. It was so much fun to be able to share my best practices on this unique marketing angle.
March 21, 2023
We were proud to ROCK OUR SOCKS today in Hackensack (or Hackensock?!) to celebrate World Down Syndrome Day. Every year on March 21, people all around the world come together to celebrate World Down Syndrome Day by wearing brightly colored, mismatched socks. You can learn more here - https://www.worlddownsyndromeday.org/ #lotsofsocks
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
