OUR MISSION
is to help our clients and their family journey confidently
toward their financial goals. We do this by developing prudent strategies that seek generation wealth while mitigating risk to intergenerational wealth.
Stifel Wealth Tracker
Online access for Stifel clients, providing detailed account information, market data, research, and more.
Stifel Wealth TrackerNewsletters
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HOT TOPIC: The Economic Impact of an Aging World
This article looks at some of the demographic trends and economic challenges related to global aging.
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Consumer Sentiment: Do Americans See Brighter Days Ahead?
Why do policymakers pay attention to how consumers are feeling, and what’s behind Americans’ lack of confidence?
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Market Measures: Beyond the Dow
In addition to the better-known Dow Jones Industrial Average and S&P 500 stock indexes, this article provides an overview of some stock indexes that are commonly used as benchmarks.
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Roth 401(k) News: Is It Time to Rethink How You Save for Retirement?
High-income participants will not be allowed to make pre-tax catch-up contributions to a traditional 401(k) or similar plan starting in 2026, but they will be able to contribute to a workplace Roth.
Calculators
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Credit Card Debt
How Long Will It Take to Pay my Balance?
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
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Lease Payment
How much would your monthly lease payment be?