Daly Investment Management LLC

10/14/2026

There’s 5 phases to changing unhealthy behaviors. Here’s how to do it.

Five phases to changing unhealthy behaviors.

10/12/2026

Lifestyle inflation can be the enemy of wealth building.

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

10/12/2026

A little preview of what you can expect from Guide to Retirement 👀

John will be breaking down some of the biggest questions that come up as retirement gets closer, from Social Security and income planning to how your investments fit into the bigger picture.
If retirement is on your radar, this is a good chance to learn, ask questions, and get a clearer understanding of what to think about next.

Registration is open! Sign up to save your spot here: https://bit.ly/3Tbl5ML

10/09/2026

Thinking about a prepaid debit card? Consider the pros and cons.

It's important to understand the pros and cons when considering a prepaid debit card.

10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials.

10/07/2026

Ready to make the most of your six-figure income? Check out this comprehensive guide to help you unlock the strategies to secure your financial future and thrive at your new income level.

Help your clients with these practical steps to make the most of their six-figure income.

10/05/2026

What actually happens when the U.S. government shuts down?

This handy interactive explains which essential government services are affected by a shutdown.

10/05/2026

Retirement brings a lot of questions. How much should you have saved? When should you take Social Security? How much income will you actually need? And how do all of those pieces work together?

Join John Daly, CFP® for Guide to Retirement, a two-session class designed to make retirement planning easier to understand.

📅 October 20 & 27
⏰ 7:00–8:30 PM
📍 Palatine High School
🎟️ $35

If retirement is getting closer and you want a better understanding of what to be thinking about now, this class is a great place to start.

10/02/2026

How many credit cards do you have?

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

09/30/2026

Why save your bucket list for later? Find fulfillment and adventure by experiencing your bucket list items today.

Bucket lists don’t have to be for tomorrow.