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

Hosted by Michael O’Keeffe, Stifel Chief Investment Officer, the Investment Strategy Brief is a monthly market update from Stifel’s Investment Strategy team.

Podcast

Introducing the NextGen Investor Handbook, a practical and engaging resource designed to help recent grads and young professionals navigate life-changing financial decisions and milestones, including budgeting, saving, investing, and starting a family. Flip through the handbook and take the first step toward building your financial future!

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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.

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Whether your windfall came from an inheritance, a lucky scratch-off ticket, or an unexpected bonus, it provides you with a great opportunity to improve your overall financial situation. Here are some things to consider to help you maximize the opportunity at hand.

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At Stifel, we recognize that proper estate and tax planning are crucial to pursuing financial success. We also recognize that the estate and tax planning processes can seem complicated and overwhelming.

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The end of the year is rapidly approaching, and with it comes charitable giving season. It’s a good time to meet with your CPA to project your taxable income and look for opportunities to reduce your tax liability.

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Now that we are off and running in 2025, it is important to not lose sight of our New Year’s resolutions. For many, those resolutions focus on physical fitness, but financial fitness can be just as vital.

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With the passing of the Secure Act, there are now even more reasons why starting a retirement plan may make sense for your small business.

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

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A buy-sell agreement identifies a buyer for a business in the event of an owner’s death. In a unilateral arrangement, a third party (typically a key person and/or family member working in the business) is obligated to purchase the interest of the departing owner.

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A buy-sell agreement obligates surviving owners, the business, or a third party to purchase the business interest of an owner upon that owner’s death.

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A retirement plan fiduciary is defined by title or role. The Employee Retirement Income Security Act of 1974 (ERISA) states that any individual who must act with care and prudence for the benefit of others with regard to the services provided to a plan and its participants is considered a named fiduciary.

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Certain IRA holders have the opportunity to make tax-free distributions from their IRAs to qualified charitable organizations.

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Combining a cash balance plan with a safe harbor 401(k) allows business owners to make large deductible contributions for themselves (up to $150,000 or more annually) while controlling employee benefit costs.

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Whether you want to make a charitable gift during your lifetime, or at your death, there are a variety of tools that you may consider incorporating into your financial plan that will allow you to benefit charitable organizations and leave a lasting legacy for future generations.

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Anyone who has a home, a car, investments, real estate, a retirement plan, business interests, or personal property should have an estate plan. An estate plan allows you to provide for the management of your assets while you are alive.

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This map shows which states impose estate and inheritance taxes.

Whitepaper

Stifel brings deep expertise to providing diverse financial services to an array of clients, including individuals, public and private businesses, municipalities, and institutional and professional money managers.

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For more than 130 years, meeting and exceeding the objectives of our clients has positioned our firm for success. Read on to learn more about Stifel.

Brochure

We recommend that you assemble all of your financial information before you begin to complete the Wealth Planning Questionnaire. This checklist is a list of documents that may be necessary based upon which analyses you request.

Worksheet

Administering a trust can be burdensome, difficult, or confusing. That’s why many people use professional trust companies like Stifel Trust.

Article

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

Potomac Perspective by Stifel Chief Washington Policy Strategist, Brian Gardner, provides timely insight and analysis​ into political, legislative, and regulatory developments. ​

Whitepaper

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

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

Wealth management insights from Stifel’s CIO Office.

Whitepaper

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

Brochure

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

Newsletter

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

Newsletter

Market Perspectives is a weekly, monthly, and quarterly publication whose purpose is to provide a snapshot of what has happened in the economy and markets over that time frame.

Whitepaper

Market Perspectives is a weekly, monthly, and quarterly publication whose purpose is to provide a snapshot of what has happened in the economy and markets over that time frame.

Whitepaper

Market Perspectives is a weekly, monthly, and quarterly publication whose purpose is to provide a snapshot of what has happened in the economy and markets over that time frame

Whitepaper

Favorite 15 is a monthly collection of charts on the key topics impacting markets, in the view of Investment Strategy.

Whitepaper