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
August 31, 2026
9 Considerations for 2026 Year-end Tax Planning
Start year-end tax planning now to review income, gains and losses, retirement distributions, charitable giving, and tax payments—and prepare for 2027.
August 26, 2026
Happy National Dog Day! 🐾❤️
A little love today for some of the four-legged members of our extended team family! These are a few of the pups who belong to my wonderful colleagues and teammates, Helen and Delaney. They may not officially be on the payroll, but we’re pretty sure they’re part of the team. 😊
Dogs have such a special way of becoming part of the family and making every day a little better.
Now we want to see yours! 🐶 Share a photo of your favorite four-legged family member in the comments — we’d love to meet them!
#YourDalyDose #JennyDalyWealthManagement #Janney #NationalDogDay
August 13, 2026
Do I Need Flood Insurance if I Buy a Third-Floor Condo on the Beach
𝗬𝗼𝘂𝗿 𝗗𝗮𝗹𝘆 𝗗𝗼𝘀𝗲: Do I Need Flood Insurance if I Buy a Third-Floor Condo on the Beach
www.YourDalyDose.com
August 03, 2026
Introducing Tax Overlay Management
Take a more tax-aware approach with Janney’s Tax Overlay, an optional service for eligible U.S. taxable accounts seeking opportunities to help manage the potential impact of taxes.
July 13, 2026
Student-Loan Debt Is Threatening the Best-Laid Retirement Plans
I'm honored to have been quoted in the Wall Street Journal discussing a topic that's becoming increasingly important for many families: the impact of student loan debt on retirement planning. Link to the article: https://tinyurl.com/3zjcr4em
One of the greatest privileges of being a financial advisor is helping clients navigate the competing financial priorities that life inevitably brings. Whether it's saving for retirement, helping children through college or managing debt later in life—there is rarely a one-size-fits-all solution. Thoughtful planning, realistic budgeting and ongoing conversations can make all the difference.
I'm grateful to The Wall Street Journal for including my perspective alongside other advisors from across the country. It's always rewarding to have the opportunity to share insights from the real-life planning conversations we have with clients every day.
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.
July 07, 2026
I'm thrilled to welcome Delaney Ashworth to my team as our new Private Client Associate!
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.com
Please join me in giving Delaney a warm welcome! 👏
July 01, 2026
Outlook 2026: Mid-Year Update
Janney’s Investment Strategy Group shared its Mid-Year Update, with a generally constructive outlook for the second half of 2026. Be sure to read it to prepare for what’s ahead.
June 23, 2026
Early Retirement Offer – Should You Take it?
Your Daly Dose: Early Retirement Offer – Should You Take it?
www.YourDalyDose.com
June 16, 2026
I'm honored to be recognized by AdvisorHub as a 2026 Advisor to Watch for the fifth consecutive year.
This honor reflects the trust my clients place in me and my team every day. We are privileged to help individuals, families and organizations navigate important financial decisions and pursue their most meaningful goals.
Thank you to my clients, colleagues and partners for your continued trust and support. I'm grateful for the relationships we've built and look forward to helping our clients achieve their goals in the years ahead.
For more information on the scope of consideration for referenced industry awards or accolades, please visit: https://lnkd.in/eZ5anWDQ
June 05, 2026
It was great hosting a few clients at Hackensack golf club in Emerson, NJ yesterday for an educational luncheon and discussion on the economy, the markets and the factors that may influence investment performance in the year ahead.
A special thank you to Bryan Favilla of Capital Group for sharing his insights and expertise. We appreciate everyone who joined us for a great afternoon of learning, conversation and lunch.
#YourDalyDose #JennyDalyWealthManagement #Janney
June 03, 2026
Last night, my husband Scott and I were honored to attend the American Heart Association’s Heart of New York City Gala at Cipriani on Wall Street ❤️
I was incredibly humbled to be recognized as one of this year’s New York City Leaders of Impact honorees for my work supporting the American Heart Association through fundraising and organizing our annual Wall Street Heart Walk/Run team.
Heart health and lifesaving research are causes that mean so much to me and I’m deeply grateful to everyone who has walked, run, donated and supported Team Janney along the way. This honor is truly shared with all of you ❤️
#YourDalyDose #JennyDalyWealthManagement #Janney
