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Congratulations to Jon Uffelman for being named one of

Forbes’ Best-in-State Wealth Advisors

Forbes’ Best-in-State Wealth Advisors rankings are based on the 12-month period ending June 30 of the year prior to publication and selected by SHOOK Research, LLC from a pool of nominations as indicated in the methodology.  The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance.  For more information, see www.stifel.info/award-disclosures.

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Market Perspectives Weekly

Market Perspectives Weekly

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 SightLines by Michael O'Keeffe

Sight|Lines Document

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.

Whitepaper

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Advice for a Volatile Market

After a major run-up, the stock market has recently experienced some significant drops. Unfortunately, no one can predict with any certainty when such swings will occur. But in turbulent times like these, don’t panic. Instead, consider taking these steps to help you maintain perspective.

Article

Wealth Planning Newsletter

Wealth Planning Newsletter

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

Newsletter

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Year-End Tax Planning Strategies

If you are not engaging in year-end tax planning, you could be leaving money on the table. Consider the following strategies to identify potential opportunities to lower your current year’s or next year’s tax bill.

Article

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Social Security – Claim Early and Invest Versus Delaying Receipt for Increased Benefits

As your Stifel Financial Advisors, we are occasionally asked to provide an analysis of the potential results of claiming Social Security early and investing the proceeds versus delaying receipt for increased benefits, which can be claimed as late as age 70.

Article

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Planning your Financial Future

Starts Today

We believe planning is the most critical element to pursuing financial success. We operate under the philosophy that a well-developed, yet flexible financial plan is essential to providing an outstanding and relevant level of service to each and every client we serve.
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