Our Insights
We have assembled a selection of newsletters and articles to help you gain a greater understanding of important financial topics. As always, if there is anything you ever need, feel free to reach out to us.
Sight|Lines
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.
Investment Strategy Brief
Hosted by Michael O’Keeffe, Stifel Chief Investment Officer, the Investment Strategy Brief is a monthly market update from Stifel’s Investment Strategy team.
Dog Determines Domicile
Although relocating is relatively easy, determining domicile can be tricky.
Important Guidelines for Claiming Social Security Benefits
If you are receiving Social Security benefits or planning to claim benefits in the near future, you should be aware of the following guidelines for claiming strategies, which were enacted as part of the Bipartisan Budget Act of 2015.
The Importance of Keeping Beneficiaries Up To Date
When was the last time you checked to see who was listed as the beneficiary of your individual retirement account (IRA) or retirement plan? Many of us name beneficiaries when establishing an account, but we often forget to review them.