Daly Investment Management LLC

09/02/2026

Your chance of an IRS audit may not be that high. It pays to know what may trigger one.

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

08/31/2026

What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1.

Here's a breakdown of how the federal government spends your tax money.

08/31/2026

Money isn't just numbers on a spreadsheet.

Behind every investment account, retirement plan, or financial decision is a family, a dream, or a goal someone has worked hard to achieve.

That's why we believe financial planning should be personal.

Whether you're saving for retirement, planning for your children's future, or simply looking for more confidence in your financial decisions, we're here to help you build a strategy that makes sense for your life.

08/28/2026

New legislation brings significant changes to tax brackets, deductions, and credits — some permanent, some temporary. From tips and overtime to child credits and estate exemptions, here's what you need to know about the One Big Beautiful Bill Act.

The One Big Beautiful Bill is now law. Here's a clear breakdown of what changed, what's temporary, and what it means for you.

08/24/2026

If you died, what would happen to your email archives, social profiles, and online accounts?

If you died, what would happen to your email archives, social profiles and online accounts?

08/24/2026

Sporting clays reminds me that success usually comes down to preparation, patience, and consistency.

You don't hit every target, and that's okay. You learn, adjust, and focus on the next one.

The same mindset applies in investing. Long-term success isn't about perfection, it's about having a plan, staying disciplined, and making thoughtful decisions over time.

Outside the office, you'll often find me on the sporting clays course. It's one of my favorite ways to recharge.

What hobby helps you clear your mind?

08/21/2026

Ben Franklin used compound interest to make big contributions to his two favorite cities.

Learn how to harness the power of compound interest for your investments.

08/20/2026

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08/19/2026

What happens to your 529 account if your kids don't go to college? With rising college costs and changing job markets, more students are considering alternatives to traditional four-year colleges.

Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.