March 25, 2026
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.
March 20, 2026
Retirement Savings Challenges for Women
Your Daly Dose: Retirement Savings Challenges for Women
www.YourDalyDose.com
March 09, 2026
Proud of our Janney Hackensack team for coming together to collect stuffed animals for The Salvation Army. 🧸❤️
These little friends will soon be heading to children who could use a little extra comfort and a few more smiles. Grateful to work with people who care so deeply about our community.
March 03, 2026
Retirement Planning for Women
Women often face unique and complex circumstances when it comes to finance and investing. Here’s how to navigate them and take control of your financial future.
February 19, 2026
Understanding Timeshares
Your Daly Dose: Understanding Timeshares
www.YourDalyDose.com
February 03, 2026
On Thursday, May 14, 2026 I will be participating in the annual “Wall Street” Heart Run/Walk 5k—benefiting the American Heart Association in the financial district of New York City! Please considering joining or supporting team #JANNEY !
Register and/or donate here: http://www2.heart.org/goto/Janney2026
#YourDalyDose #JennyDalyWealthManagement #Janney
February 02, 2026
How You Can Leave More to Your Heirs, Minimize Taxes
Did you know that repositioning some of your investments may be a tax-efficient way to leave a larger financial legacy?
January 20, 2026
What is your advisor's investment philosophy?
Your Daly Dose: What is your advisor's investment philosophy?
www.YourDalyDose.com
January 02, 2026
Seize Opportunities to Maximize Your Retirement Savings
Policy changes, particularly under the SECURE 2.0 Act, aim to make it easier to prepare for your long-term financial goals. Here’s what you need to know.
December 19, 2025
Helen and I spent the evening last night celebrating the holidays at the Holly Jolly Lounge✨ at Calandras Bakery’s Il Vecchio Café, surrounded by over-the-top holiday décor, festive cocktails, and the kind of joyful energy that instantly puts you in the Christmas spirit. 🎄❤️
So grateful for Helen and the opportunity to work alongside her every day. Strong teams are built on trust, appreciation and real connection—and I never take that for granted. Happy holidays! ✨
December 11, 2025
It was so fun hosting a virtual client appreciation event last night where we created beautiful holiday floral arrangements with Alice's Table. ❤️✨ Sharing a moment of creativity and connection during such a busy season was truly a gift — and I’m so grateful for the wonderful clients I have the privilege of working with every day. Wishing everyone a joyful, healthy holiday season filled with moments of beauty and calm.
December 06, 2025
Janney's 2026 Market Outlook
What can we expect for the economy and markets in 2026?
Join our exclusive virtual presentation where Janney’s Investment Strategy Group shares their views on what you should know about the markets’ potential impact on your portfolio strategy.
Featuring: Janney’s Investment Strategy Group | Mark Luschini, Chief Investment Strategist | Guy LeBas, Chief Fixed Income Strategist.
December 01, 2025
A Family Conversation on Estate Planning
Having a conversation regarding your estate plan can help ensure that everyone involved in the eventual management and settlement of your estate understands your wishes.
November 28, 2025
A Meaningful Gift for the Holidays
The holidays are a time for giving, and the most meaningful gifts often aren’t the ones that come wrapped. If you know someone who could use more clarity or confidence in their financial life, feel free to introduce them to me for a complimentary wealth planning session.
Even if they already work with another advisor, a second opinion can offer fresh perspective or added reassurance for the year ahead.
If someone comes to mind, you can share this message, reach out to me directly, or pass along my website — www.jennyddaly.com — for my contact information.
Wishing you a happy & healthy holiday season!
For more information about Janney, please see Janney’s Relationship Summary (Form CRS) at www.janney.com/crs, which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.
November 25, 2025
Examining Your Relationship with Money
Your Daly Dose: Examining Your Relationship with Money
www.YourDalyDose.com
November 03, 2025
Tax-Smart Charitable Giving Strategies in Light of OBBBA
The One Big Beautiful Bill Act both preserves existing tax benefits and introduces provisions that may encourage you to rethink the timing and method of your gifts.
