News and Commentary
Video Library - "Your Daly Dose"
The Pros and Cons of a Big Tax Refund
Should you be taking another look at your withholdings?
3 Factors to Consider When Investing for the Long Term
Proper planning can help guide your portfolio for the long term.
Securities Based Lending
Should you consider Securities Based Lending?
Industry Events & Professional Development
AdvisorHub's Women Advisory Summit 2024
Enjoyed being in NYC to represent Janney at AdvisorHub’s Women Advisor Summit at the historical Metropolitan Club. It was a day filled with insightful sessions tailored to women in finance—touching on everything from the unfolding healthcare revolution, market outlooks, and career & life hacks.
NYSE Women's History Month Celebration - BNY Mellon
Jenny joined an event for women in financial services in celebration of Women's History Month. Hosted by BNY Mellon, it was held at the New York Stock Exchange.
Forbes Best-In-State Women Wealth Advisor 2024
In February 2024, Jenny D. Daly was named to the 2024 Forbes Best-In-State Women Wealth Advisors List.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
April 11, 2024
Window of Opportunity: Leveraging the Estate and Gift Tax Exemption
Consider the planning strategies outlined in this article to take advantage of the current estate and gift tax exemption before its sunset at the end of 2025.
March 28, 2024
The Pros and Cons of a Big Tax Refund
Your Daly Dose: The Pros and Cons of a Big Tax Refund
www.YourDalyDose.com
#YourDalyDose #WealthManagement #Janney
March 13, 2024
Simple Safeguards: How to Protect Yourself from Identity Theft and Cybercrime.
Janney has once again invited retired FBI Special Agent, Jeff Lanza to present his popular webinar on how to protect yourself from the latest trends in identity theft and cybercrime. You won’t want to miss this valuable program!
Featuring Jeff Lanza, Retired FBI Special Agent