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.
Online access for Stifel clients, providing detailed account information, market data, research, and more.
Stifel Wealth TrackerOUR 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.
This article explains how a 529 plan can help a family save for college, including recent changes that have made these plans more flexible.
Changes to the 2024–2025 Free Application for Student Aid (FAFSA) allow grandparents to help with college expenses without affecting financial aid eligibility based on the FAFSA.
The Inflation Reduction Act of 2022 included provisions intended to lower prescription drug costs for Medicare enrollees and slow drug spending by the federal government.
There are two separate federal tax credits available for home installation of certain energy efficient or clean energy property. Learn more.
Compare the potential future value of tax-deferred investments to that of taxable investments.
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
Use this calculator to determine whether you qualify for the different types of IRAs.
How much would your monthly lease payment be?