Fox, Penberthy & Dehn at Morgan Stanley

02/17/2026

Please find our most recent edition of "Updates from Us" following our February 2026 conference call. We hope you find this summary to be educational and thought-provoking. Please feel free to share with those in your life who may find it helpful.

As always, we thank our clients, friends and business associates for your continued trust and confidence. We never take that trust for granted.

morganstanley.com

02/02/2026

We hope all is well. Fox, Penberthy & Dehn would like to invite you to join us on Wednesday, February 11th at 12:00pm ET for a market update call. We will discuss key points for about 45 minutes before opening the call for questions.

Dial-In Information:
Phone Number: 877-777-0154
Participant Code: 9476721

Please feel free to invite a friend, relative, co-worker or anyone who might not have the opportunity to hear a call like ours.

As always, thank you to our clients, friends, and business associates for your continued confidence in our team. If you are unable to join the call and would like to touch base separately, please reach out to us at (856) 231-4800.

We look forward to speaking with everyone!

12/11/2025

We hope all is well. Fox, Penberthy & Dehn would like to invite you to join us on Thursday, December 18th at 12:00pm ET for a market update call. We will discuss key points for about 45 minutes before opening the call for questions.

Dial-In Information:
Phone Number: 877-777-0154
Participant Code: 9476721

Please feel free to invite a friend, relative, co-worker or anyone who might not have the opportunity to hear a call like ours.

As always, thank you to our clients, friends and business associates for your continued confidence in our team. If you are unable to join the call and would like to touch base separately, please reach out to us at (856) 231-4800.

We look forward to speaking with everyone!

11/26/2025

As we gather to celebrate Thanksgiving, we are reminded of the importance of gratitude and community. Our team recently enjoyed a "TeamsGiving" lunch in the office, sharing homemade recipes and many laughs. We are thankful for the opportunity to serve our clients and for the dedication of our team members who make it all possible. Wishing everyone a happy Thanksgiving filled with joy, reflection, and appreciation for the blessings in your life!

09/25/2025

Please find our most recent edition of "Updates from Us" following our September 2025 conference call. We hope you find this summary to be educational and thought-provoking. Please feel free to share with those in your life who may find it helpful.

As always, we thank our clients, friends and business associates for your continued trust and confidence. We never take that trust for granted. https://livesocial.seismic.com/aSyyx8

09/18/2025

Earlier today, Fox, Penberthy & Dehn hosted our market update call for September. We discussed our thoughts on today's investment environment, its drivers, and where it may be heading.

Thank you to all who were able to join, and for those of you who were not, please find our video summary below.

We would love to hear your feedback, as well as any suggestions for video content you're interested in hearing more about! Finally, we highly suggest you join for the full conference call next time!

As always, we thank all our clients, friends and business associates for your continued trust and confidence in our team. We never take that trust for granted.

morganstanley.com

09/09/2025

A big moment for the Penberthy family as they dropped off Eddie for his freshman year at Fairfield University! He'll be joining Stag Country in Fairfield, CT, studying at the Charles F. Dolan School of Business. We're proud to celebrate this new chapter with them and wish Eddie every success as he begins his college journey.

08/29/2025

It's back to school season! Group Director Melody Harris has dropped off her eldest daughter, Abby, to begin her freshman year at Wingate University in Wingate, North Carolina. Abby will be pursuing her Bachelor of Science in Nursing and competing on the acrobatics and tumbling team for the Bulldogs. Mel is incredibly proud of Abby and can't wait to see her grow inside the classroom while also living out her dreams at the collegiate level!

08/29/2025

This Labor Day is one for you all to enjoy, reflect on the hard work of the Americans who made this country great, and remember all of your well-earned achievements this past year. Enjoy your time off with friends and family!

Our office will be closed on Monday, September 1st.

08/11/2025

Earlier this summer, Alex and Sara welcomed their first child! Meet Alana Lucia Vicente, a sweet baby girl born May 15th, 2025. Congratulations to the Vicentes as they begin this beautiful new chapter!

07/31/2025

Today, we're proud to celebrate National Intern Day by recognizing the bright minds who have contributed to our team this summer!

Pictured from left to right:
Shlok Dubey – University of California, Berkeley, Business Administration with a minor in Data Science
Stephen Mickus – University of Maryland, Economics and Finance
Jakub Samelko – Bucknell University, Finance

We are thankful to be a part of your professional growth and are excited to watch what you all accomplish next!

07/17/2025

We are proud to recognize Kody Ross for earning his CERTIFIED FINANCIAL PLANNER™ certification. Kody's achievement of obtaining his CFP® designation is a testament to his ongoing commitment to providing the highest level of expertise for our clients.

Well done, Kody – We are excited for what's ahead!

*Kody earned his Certified Financial Planner TM (CFP®) designation from the Certified Financial Planner Board of Standards. This role cannot solicit or provide investment advice.