News and Commentary
Video Library - "Your Daly Dose"
What is Direct Indexing?
Why would someone consider direct indexing?
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.
Industry Events & Professional Development
Financially Fierce Presentation- September 2026
There are some nights when you can just feel the energy in the room. Last night was one of them. 💙 Jenny was so proud to be there supporting her colleague and friend, Dawn Dupre, ADPA® as she presented Financially Fierce: Owning Your Money Story to an incredible group of women from Chief Philadelphia. Dawn was fantastic. But what Jenny loved most was what happened beyond the presentation itself — the questions, the stories, the vulnerability, the laughter and even some raw emotion. Money is deeply personal, and when women are given a comfortable space to talk about it openly, something pretty powerful happens. Jenny loved being there alongside Megan Dupre-Keating, CRPC®, ADPA®, and getting to know so many wonderful women throughout the evening. This is exactly why Financially Fierce was created. It isn't simply about investments or numbers. It's about helping women better understand their relationship with money, build confidence around their financial lives and feel empowered to own their next chapter.
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! 👏
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
September 10, 2026
There are some nights when you can just feel the energy in the room. Last night was one of them. 💙
I was so proud to be there supporting my colleague and friend, Dawn Dupré as she presented Financially Fierce: Owning Your Money Story to an incredible group of women from Chief Philadelphia. Dawn was fantastic. But what I loved most was what happened beyond the presentation itself — the questions, the stories, the vulnerability, the laughter and even some raw emotion. Money is deeply personal, and when women are given a comfortable space to talk about it openly, something pretty powerful happens.
Megan Keating and I loved being there alongside Dawn and getting to know so many wonderful women throughout the evening. This is exactly why we created Financially Fierce. It isn't simply about investments or numbers. It's about helping women better understand their relationship with money, build confidence around their financial lives and feel empowered to own their next chapter.
A huge thank you to Chief Philadelphia for welcoming us. We left the evening energized, inspired and excited about where we can take this conversation next.
#FinanciallyFierce #WomenAndWealth #Chief #Janney
September 09, 2026
What Is Direct Indexing?
𝗬𝗼𝘂𝗿 𝗗𝗮𝗹𝘆 𝗗𝗼𝘀𝗲: What Is Direct Indexing?
www.YourDalyDose.com
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
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
