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.
July 10, 2025
5 Tips for Maintaining a Strong Credit Score
Your Daly Dose: 5 Tips for Maintaining a Strong Credit Score
www.YourDalyDose.com
July 01, 2025
Outlook 2025: Mid-Year Update
Our Investment Strategy Group outlines their expectations for the economy in the second half of 2025, as well as possible scenarios for the equity and fixed-income markets.
June 11, 2025
A beautiful moment from my parents’ vacation—turquoise sea behind them, smiles on their faces and proudly wearing their JANNEY💙 T-shirts. 😊
Being both their daughter ❤️and their financial advisor is one of the greatest privileges of my life. Helping them enjoy the retirement they worked so hard for is what makes my career so meaningful.
June 04, 2025
Financial Planning: Bringing Stability—and Possibility—to Your Life
Financial planning isn’t just about retirement or saving for the future, it can also be about accomplishing your lifestyle goals—like world travel or a buying a second home.
May 21, 2025
Janney's Mid-Year Market Update
What’s next for the economy and markets? Join our exclusive virtual presentation where Janney’s Investment Strategy Group shares its views on the economy and markets, inflation, monetary and fiscal policy, and what it all means for your portfolio strategy.
May 01, 2025
Leveraging Annuities During Market Uncertainty
Annuities can be a powerful tool for securing your investments—offering asset protection, tax deferral, guaranteed income, and peace of mind. Read this article to learn more.
April 28, 2025
The Washington Update with Jeff Bush
Our exclusive virtual event will highlight: How election outcomes influence policy directions and investor sentiment. The budget debate and how it shapes legislative priorities and influences market trends. Expected changes from the expiration of the Tax Cuts and Jobs Act and implications for individuals and businesses, and a look at the U.S.-China relationship and its impact on key industries and investment strategies.
April 14, 2025
Congratulations to Owen Corry, our newest Private Client Associate, on earning his Series 7 license!
Your hard work and dedication have paid off — we're excited to see all you’ll accomplish in this next chapter.
April 11, 2025
Strategies to Navigate Market Volatility
Given the current market conditions and uncertainty, investors should focus on what they can control. For useful strategies, read more here: https://www.janney.com/wealth-management/education/all-education/detail/education/2024/08/08/three-strategies-to-navigate-market-volatility
April 01, 2025
Three Strategies to Navigate Market Volatility
The middle of a period of market fluctuation is rarely the best time to adopt new investing strategies. But here are some actions you should consider.
March 20, 2025
Cybersecurity and AI Best Practices
Join us as Retired FBI Special Agent Jeff Lanza explores the critical topic of cybercrime and AI’s ever-evolving impact. Learn what steps you can take if cybercriminals target you and get essential tips for improving cybersecurity in your daily life. Don’t wait until it’s too late—register today for this important webinar!
