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.
October 29, 2025
4 Key Estate Planning Documents Everyone Should Consider
Your Daly Dose: 4 Key Estate Planning Documents Everyone Should Consider
www.YourDalyDose.com
October 06, 2025
Keep More of What You Earn: Building a Tax-Smart Portfolio
By making tax-smart decisions about what you invest in and where you hold it, you can keep more of your money working for you. Here’s how to build a tax-smart portfolio.
September 26, 2025
Year-End Planning: Tax and Estate
As the end of 2025 approaches, there’s a lot to consider when it comes to estate and tax planning—particularly for clients with more complex wealth.
In this exclusive webinar, Janney will explore changes under the new tax rules of the One Big Beautiful Bill Act (OBBBA), including:
Permanent changes to income and estate tax provisions
New and expanded tax deductions
Planning opportunities when addressing your taxes
We’ll break down the new tax landscape and planning strategies for your long-term financial goals. Don’t miss this opportunity to gain expert insight into the impact of the tax rules and how they affect you. Register today!
September 18, 2025
I am excited to share that I was nominated as a 2025 Leaders of Impact nominee by the American Heart Association, the nation’s leader in the fight against heart disease and dedicated to saving lives. Each year, a select group of changemakers across the country are nominated to participate in the Leaders of Impact Campaign.
Today is the launch of the Leaders of Impact Campaign and over the next 7 weeks, I will educate communities about heart disease, advocate for health, and raise essential funds for lifesaving research. I hope you will strongly consider supporting my campaign by making a contribution and supporting the American Heart Association’s mission. Research funded by the American Heart Association has led to breakthroughs, including implantable pacemakers, artificial heart valves, CPR techniques and cholesterol-lowering medications.
Click on this link to make a contribution and create impact: https://shorturl.at/xJicg With your generous support, the American Heart Association can continue funding critical work to ensure every person has a chance to live longer, healthier lives!
September 04, 2025
9 Considerations for Year-end Planning
As the end of 2025 approaches, it’s a good time to implement strategic tax planning to minimize your tax liability, maximize savings, and get on track for 2026.
September 04, 2025
Should I Choose a Mortgage Policy With No Points?
Your Daly Dose: Should I Choose a Mortgage Policy With No Points?
www.YourDalyDose.com
August 15, 2025
A Medicare Primer
This expert-led session is designed to empower you with a comprehensive understanding of what Medicare offers, so that you can make informed decisions about your coverage and finances.
August 07, 2025
Will My Condo Association's Master Policy Cover My Property?
Your Daly Dose: Will My Condo Association's Master Policy Cover My Property?
www.YourDalyDose.com
August 06, 2025
The One Big Beautiful Bill Act: How It May Impact You
The One Big Beautiful Bill Act was signed into law by President Trump on July 4, 2025. Here’s how it differs from existing tax laws—and how it may impact you.
