Stacey Penney

Selling an investment at a gain may not always be something to avoid — in some cases, it can be a strategic tax move.

Tax-gain harvesting is a lesser-known approach that may help certain investors manage future taxes and support long-term planning goals.

Before putting it into practice, it’s important to consider how the decision fits with your portfolio, income and broader financial plan.

Let’s discuss how tax-smart investment strategies may fit into your broader financial plan.

Tax-gain harvesting, explained Potentially save on taxes when selling appreciated assets with this lesser-known tax strategy.

If something feels off, pause before you act.

Today’s scams can look surprisingly legitimate, making them harder to spot — and the financial impact can be significant.

Knowing the warning signs is one way to help protect your financial life and the plan you’ve worked hard to build.

5 cybersecurity scams to watch for in 2026 Stay ahead of bad actors by learning how to spot the top threats of 2026.

U.S. equities were down today. What are the key points to consider? Read this market commentary from .

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Open enrollment is about more than choosing a healthcare plan.

Your selections can affect your benefits, out-of-pocket costs, cash flow and broader financial plan for the year ahead.

Before you enroll, use these seven questions to take a closer look at your options — and consider how your choices fit into your overall planning.

Your open enrollment checklist: 7 questions to ask Take advantage of all the benefits offered by your employer with these open enrollment tips.

Getting ready to enroll in Medicare?

Understanding your deadlines, coverage options and potential costs can help you approach the process with more confidence.

Review the key steps — and common mistakes to avoid — before you sign up.

How to sign up for Medicare for the first time A step-by-step guide to enrollment.

If you have questions about how shifting interest rates and an uncertain inflation outlook could affect your investment portfolio, let’s connect.

Inflation is heating up again — or is it? Higher inflation readings have unsettled investors, but the broader picture may be more encouraging than the headlines suggest.

Investment gains can add up over time. So can tax savings. Tax deferral helps keep more of your money invested and working toward your goals year after year.

Contact us and let's talk about what’s possible.

+15.4%​

Historically, the S&P 500 has gained an average of 15.4% in the year following a midterm election.​

​While past performance doesn't guarantee future results, this serves as an important reminder that market uncertainty and long-term investment opportunities often coexist.​

Let's talk about how your portfolio is positioned for both.

The recent rise in the 10-year Treasury yield is making headlines, but what does it actually mean for investors? Whether you're evaluating opportunities in fixed income or considering the impact on your broader portfolio, I can help put today's market environment into perspective.

The 10-year Treasury yield, explained Understand what this key benchmark is, what’s driving the rise and how it could influence your investments.

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

AI’s math problem deepens ahead of key hyperscaler reports Get more expert insights by reading the latest Weekly Market Perspectives.