Stephanie Nanney Featured in Money Magazine

By Nicole Young on August 7, 2025

Private Vista Partner Shares Insight on 401(k) Strategy in National Finance Publication

CHICAGO, IL — August 7, 2025 — Private Vista is pleased to share that Stephanie Nanney, Partner at Private Vista, was recently featured in Money magazine’s article, Are Your 401(k) Investments Too Conservative? By Jordan Chussler. The piece explores how investors may be unintentionally limiting their retirement growth by maintaining overly cautious portfolios, and includes perspectives on how to approach long-term investment strategy.

In the article, Stephanie contributes her perspective on how individuals can better align their 401(k) allocations with their retirement goals, especially in light of changing market conditions and evolving financial priorities. Her inclusion reflects her thoughtful approach to client education and long-term planning.

The article, published by Money, a source for personal finance news and guidance, aims to help readers evaluate whether their current investment choices are serving their future needs. It highlights the importance of reviewing risk tolerance and understanding how conservative strategies may impact retirement outcomes.

“We’re proud to see Stephanie’s voice included in this national conversation,” said Jim Weil, Managing Partner at Private Vista. “Her commitment to helping clients make informed decisions is evident in everything she does, and it’s wonderful to see her insights shared with a broader audience.”

Private Vista congratulates Stephanie Nanney on this recognition and thanks Jordan Chussler and Money for the opportunity to contribute to such an important topic.

Full Article: https://money.com/401k-investments-too-conservative/

For media inquiries or to schedule an interview with Stephanie Nanney, please contact:
Nicole Young, Marketing Manager
📧 pr@myprivatevista.com

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