Sight|Lines is a weekly note, meant to help clients and colleagues focus on a key insight amid the roar of market noise. Available as a written document, recap video, and a podcast.

Podcast

Stifel’s Chief Investment Officer, Michael O’Keeffe, sits down with leaders at Stifel and in the finance industry to have thought provoking conversations related to the finance industry. Episodes are released monthly.

Podcast

The Wealth Planning Newsletter is a quarterly newsletter that covers topics related to wealth planning. 

Newsletter

What You Need to Know

Article

Check out this article for important Social Security facts.

Article

This article covers exemptions, deductions, and more estate and gift tax highlights.

Article

A Health Savings Account (HSA) is a tax-exempt custodial account set up with a qualified trustee to pay or reimburse certain medical expenses.

Article

With school starting up for another semester, now is the perfect time to brush up on your knowledge of education tax incentives. The federal government offers three incentives: tax credits, deductions, and savings plans.

Article

Wealth management insights from Stifel’s CIO Office.

Whitepaper

The Retirement Plans Quarterly is a quarterly newsletter that covers various topics related to retirement plans.

Newsletter

At Stifel, one way we help our clients is to work with them on their asset allocation – their mix of asset classes like stocks, bonds, and cash. Most often driven by financial goals, time horizon, and risk tolerance, asset allocation is among the most important decisions an investor makes when developing an investment strategy.

Whitepaper

Stifel is a firm built around YOU. Your interests come first. Click to learn more about Stifel.

Brochure

Market Pulse is a publication sent when the market moves about +/- 2% on a given day. It is meant to educate clients on what has moved the market that day, what we believe will move the market for the duration of the quarter and our investment outlook.

Whitepaper

Why would you embark on your financial journey without planning and forethought? Just as with travel, there is more than one route to take toward achieving your financial goals.

Brochure