Stacey Penney

09/02/2026

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.

Learn what this law’s key tax provisions could mean for your finances.

09/01/2026

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.

08/31/2026

Your business equity touches everything— growth, taxes, and your personal future. I can help you potentially turn complexity into clarity and create real financial momentum with tips to grow and preserve your business equity.

08/28/2026

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.

08/28/2026

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.

Why today’s tariffs may have more staying power.

08/27/2026

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.

08/26/2026

Smart business owners don’t just offer retirement plans, they use them to cut taxes, attract talent, and grow long-term value. Discover how I help small businesses do it right.

08/25/2026

Managing finances independently doesn’t mean every decision is made alone.

Ameriprise Financial research highlights how many financially solo adults seek guidance when navigating major or unfamiliar decisions — especially as they look to the future.

08/24/2026

Financial independence is sometimes misunderstood as isolating or risky.

Ameriprise Financial research shows many financially solo adults feel confident in their financial situation and take pride in managing money on their own.

A closer look at the data offers a more accurate picture of today’s solo adults.

08/21/2026

Proud to be part of a firm where trust isn’t just talked about — it’s built every day.​

Ameriprise Financial was named one of Newsweek’s 2026 Most Trustworthy Companies in America, recognizing our commitment to strong governance, ethical practices, and always putting clients first.​

Trust is foundational to the relationships we build and the guidance we provide, and we're grateful to work for a firm that shares those values.​

Learn more about Ameriprise Financial performance in the investment industry: https://bit.ly/3df9a5L