News and Commentary

Planning for retirement can look different for women versus men.

Are you considering investing in a Timeshare?

Do you know what your advisor's investment philosophy is?

Jenny really enjoyed spending the afternoon in NYC at the 2026 Forbes | SHOOK On-the-Road Regional Event. Great insights on private equity, real assets, and the market outlook—and even better reconnecting with longtime friends and colleagues across the industry.

Jenny is honored to share that she has been named to the 2025 Forbes Best-in-State Women Wealth Advisors list for the fourth consecutive year. Jenny is so grateful for this recognition and could not have achieved it without her amazing partner Helen Shaw. To our valued clients, thank you for the confidence and trust you continue to place in us.

It was great being in Philadelphia for the 2026 Janney Elite Advisor Conference — a few days filled with meaningful conversations, great networking and the opportunity to hear from some truly inspiring speakers. The highlight of the conference for me was getting to hear from Ben Nemtin. He shared his powerful story behind his bucket list and asked us all a powerful, rhetorical question that made the entire room pause: “What do you want to do before you die?” A simple question, but one that’s incredibly clarifying and a reminder of how important it is to be intentional about our dreams, to write them down and to actually go after what matters most.

Learn what led Jenny Daly to Wealth Management and her approach to financial planning & client relationships.