Baroway Financial Group - Stifel

Join us June 24 at 4 PM ET for a NextGen Voices webinar featuring Tom Michaud, President & CEO of KBW. Get practical insights on standing out early, making smart career decisions, building relationships, and staying resilient through industry cycles.

Register now: https://livesocial.seismic.com/atlWEd

The Knicks pulled off one of the biggest comebacks in NBA Finals history, erasing a 29-point deficit.

For more information on this and to read the full piece, click here: https://livesocial.seismic.com/aHk9_u

A Disclaimer Trust is a flexible estate tax planning strategy that enables married couples to better manage the potentially competing objectives of reducing estate tax exposure and cost basis income tax planning.

Take a look at a primer on Disclaimer Trust planning here: https://livesocial.seismic.com/adfNtx

I am honored to have been named to AdvisorHub's 2026 Advisors to Watch. Congratulations to all of the other nominees!

AdvisorHub’s Advisors to Watch rankings are based on the 12-month period ending December 31 of the year prior to publication and selected 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
stifel.com/newsletters/adgraphics/disclosures/awards-disclosures.pdf.

IRA rules are designed to discourage early distributions, and in most cases a 10% penalty is imposed on distributions taken prior to reaching age 59½.

Explore the law's exceptions to the penalty and see what they include:
https://livesocial.seismic.com/a-5h0P

Jaelin Kauf has built her career in one of freestyle skiing's most demanding disciplines. Along the way, she has learned that success is about far more than just results.

Read more here: https://livesocial.seismic.com/aD1CAS

Asset allocation defines how investments are structured. Diversification defines how they're selected. Together, they play a role in how portfolios navigate potential market shift over time.

Explore how asset allocation and diversification can help shape your portfolio approach:
https://livesocial.seismic.com/aRVALo

Understanding your retirement expenses can help you prepare for what's ahead. Balancing needs, wants, and wishes can help support your lifestyle and legacy.

Complete our Retirement Income Workbook here: https://livesocial.seismic.com/aBBnf7

Reports from Microsoft are exposing AI's potential cost problem. Good news: The robots can do the work. Bad news: It might be cheaper to hire a human instead.

For more information on this and to read the full piece, click here: https://livesocial.seismic.com/amwk7b

Multi-generational estate planning is about more than passing wealth – it's about creating an enduring financial legacy designed to help protect assets and minimize taxes for generations to come.

View the key features of a building a multi-generational estate plan: https://livesocial.seismic.com/ati2HZ