Stacey Penney

As more high-profile private companies move closer to the public markets, many investors are asking the same question: Should these opportunities play a role in my portfolio?

Before getting caught up in the headlines, it's important to understand the risks, opportunities and ways to gain exposure. Let’s connect if you’d like to discuss.

Mega IPOs and your portfolio: What investors should know Learn how mega IPOs could affect your portfolio and explore ways to gain exposure.

Today, we celebrate the hard work, dedication and perseverance that shape our lives in meaningful ways every day.

Wishing you a relaxing and well-earned Labor Day!

Read the latest market insights from Ameriprise Chief Market Strategist Anthony Saglimbene.

Ugh, here comes September. But what follows tends to be positive for investors. Get more expert insights by reading the latest Weekly Market Perspectives.

When it comes to retirement planning, time can be one of your most powerful assets. Solutions that help your money grow more efficiently over time may provide an added advantage as you work toward future goals. The right solutions can help you stay on track, so message me to start the conversation.

How will the newly signed One Big Beautiful Bill Act (OBBBA) impact you? We break down what you need to know about key tax changes.

The One Big Beautiful Bill Act: What you need to know Learn what this law’s key tax provisions could mean for your finances.

Want to pursue your goals without disrupting your investment strategy? Let’s talk about how you can access liquidity while staying on track. Message me to learn more.

We said goodbye to our longtime advisor, Carolyn Crim, as she begins a well-deserved retirement after more than 20 years of dedicated service to our clients and our team. While Carolyn will be greatly missed, we are grateful for the lasting relationships she has built and the trust she has earned throughout her remarkable career. Her commitment to excellence, unwavering loyalty, and genuine care for those she served have left a lasting impact on Penney, Murray & Associates. Carolyn truly exemplified the values that matter most to our firm: dedication, integrity, loyalty, and commitment to both her clients and her colleagues. We thank her for her many years of service and wish her all the best in this exciting new chapter of life.

One of the most important parts of my role is helping clients stay focused amid changing market and economic conditions. This article takes a closer look at the latest tariff developments and provides useful context on what they may mean for the economy, markets and long-term investors.

Could tariffs take a more permanent turn? Why today’s tariffs may have more staying power.

Markets change, but your long-term goals don’t have to. Solutions that balance growth opportunity with a level of protection can help you stay focused through the markets ups and downs. A plan built to adapt can make all the difference, so send me a message to discuss strategies for staying prepared.