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 Fed Finally Cut Interest Rates
The Fed’s first rate cut of one-half percentage point in four years marks a critical juncture for the economy, with significant implications for consumers, businesses, and investors.
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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.
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HOT TOPIC: Real Estate Roundup: Feeling the Impact of Higher Rates
This article discusses why the values of U.S. commercial property and homes have performed differently and how lingering weakness in the real estate sector could affect the economy.
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Can Home Improvements Lower Your Tax Bill? It Depends
Most home improvements are not tax deductible, but certain types of projects might help reduce your tax burden in other ways.
Calculators
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Savings Accumulation
Estimate the future value of your current savings.
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.