Stifel - Fort Smith, Arkansas

Stifel - Fort Smith, Arkansas

John R. Taylor, CPA, PFS, CFP®-Senior Vice President/Investments
[email protected]
Mark R. Myers-Senior Vice President/Investments
[email protected]
Loren W.

Harper- Vice President/Investments
[email protected]
Scott Phillips- Financial Advisor
[email protected]
Doris Willbanks-Senior Registered Client Service Associate
[email protected]
LaDonna Locklear-Client Service Associate
[email protected]
Brooke Hyde- Operations Coordinator
[email protected]

Stifel is a full-service investment firm with a distinguished history of providing secu

Operating as usual

U.S. Job Openings Rose to a Record 10.9 Million in July 09/08/2021

U.S. Job Openings Rose to a Record 10.9 Million in July

Job openings outnumbered the unemployed by more than 2 million in July as companies struggled to fill a record number of vacancies

U.S. Job Openings Rose to a Record 10.9 Million in July U.S. job openings rose to a fresh record high in July, illustrating the lingering staffing shortages that are making it challenging for businesses to meet demand.

Important Guidelines for Claiming Social Security Benefits 09/07/2021

Important Guidelines for Claiming Social Security Benefits

Important Guidelines for Claiming Social Security Benefits

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.

There are many different goals and gifts to consider when it comes to charitable giving. Your Stifel Financial Advisor can provide information to help you decide which solution best aligns with your personal needs. https://bit.ly/38trasO 09/01/2021

There are many different goals and gifts to consider when it comes to charitable giving. Your Stifel Financial Advisor can provide information to help you decide which solution best aligns with your personal needs. https://bit.ly/38trasO

There are many different goals and gifts to consider when it comes to charitable giving. Your Stifel Financial Advisor can provide information to help you decide which solution best aligns with your personal needs. https://bit.ly/38trasO

There are many different goals and gifts to consider when it comes to charitable giving. Your Stifel Financial Advisor can provide information to help you decide which solution best aligns with your personal needs. https://bit.ly/38trasO There are many different goals and gifts to consider when it comes to charitable giving. Your Stifel Financial Advisor can provide information to help you decide which solution best aligns with your personal needs.

Beginning July 15, 2021, eligible families started to receive checks or direct deposits from the IRS as part of the advance child tax credit authorized by the American Rescue Plan Act. Here's what you need to know about the tax credit. 08/31/2021

Beginning July 15, 2021, eligible families started to receive checks or direct deposits from the IRS as part of the advance child tax credit authorized by the American Rescue Plan Act. Here's what you need to know about the tax credit.

Beginning July 15, 2021, eligible families started to receive checks or direct deposits from the IRS as part of the advance child tax credit authorized by the American Rescue Plan Act. Here's what you need to know about the tax credit.

Beginning July 15, 2021, eligible families started to receive checks or direct deposits from the IRS as part of the advance child tax credit authorized by the American Rescue Plan Act. Here's what you need to know about the tax credit. What to Know About the Child Tax Credit | Stifel | http://bit.ly/Child-Tax-Credit

Building a Customized Retirement Program 08/27/2021

Building a Customized Retirement Program

Building a Customized Retirement Program

Building a Customized Retirement Program You can do more than just help your employees retire – you can help them retire with confidence. To do so, you need a well-designed retirement program. We can help.

A Parent’s Guide to 529 Plans 08/26/2021

A Parent’s Guide to 529 Plans

A Parent’s Guide to 529 Plans

A Parent’s Guide to 529 Plans Do you have children in grades K-12 who are enrolled in a private school? Is your child flying the nest this fall to pursue a post-secondary education? If so, you may be eager to tap into the 529 Plan you have been funding for years. However, before making any distributions, consider the following q...

What does the Federal Reserve mean when it talks about tapering? 08/23/2021

What does the Federal Reserve mean when it talks about tapering?

What does the Federal Reserve mean when it talks about tapering?

What does the Federal Reserve mean when it talks about tapering? In response to the economic impact of the COVID-19 pandemic, the Federal Reserve cut short-term interest rates to zero on March 15, 2020 and restarted its large-scale asset purchases (more commonly known as quantitative easing, or QE). Since July 2020, the Fed has been buying $80 billion of Treasury...

While it’s true that high earners aren’t eligible to directly contribute to a Roth IRA, there is another option - a backdoor Roth. There may be tax implications in the year of conversion. 08/16/2021

While it’s true that high earners aren’t eligible to directly contribute to a Roth IRA, there is another option - a backdoor Roth. There may be tax implications in the year of conversion.

While it’s true that high earners aren’t eligible to directly contribute to a Roth IRA, there is another option - a backdoor Roth. There may be tax implications in the year of conversion.

While it’s true that high earners aren’t eligible to directly contribute to a Roth IRA, there is another option - a backdoor Roth. There may be tax implications in the year of conversion. The Backdoor Roth IRA | Stifel

Retirement Plans Quarterly | Summer Edition 08/09/2021

Retirement Plans Quarterly | Summer Edition

Retirement Plans Quarterly | Summer Edition

Retirement Plans Quarterly | Summer Edition Summertime has finally arrived, and now it's time to plan vacations, barbeques, and trips to the amusement park. But, before you make those plans, it's important to consider some tips to help you make smart financial decisions. Now is a perfect time to make summer financial commitments and to develo...

With the cost of college continually on the rise, planning for a child’s education is one of the most important financial decisions a parent can make. If you’re considering a 529 plan in combination with financial aid, read more here. 07/02/2021

With the cost of college continually on the rise, planning for a child’s education is one of the most important financial decisions a parent can make. If you’re considering a 529 plan in combination with financial aid, read more here.

With the cost of college continually on the rise, planning for a child’s education is one of the most important financial decisions a parent can make. If you’re considering a 529 plan in combination with financial aid, read more here.

With the cost of college continually on the rise, planning for a child’s education is one of the most important financial decisions a parent can make. If you’re considering a 529 plan in combination with financial aid, read more here. How Do 529 Plans Affect Financial Aid?

Children grow up fast – have you considered how to help them pay for their higher education expenses? #529Day is a great reminder that their college savings could be growing alongside them. https://bit.ly/529-Guide 07/02/2021

Children grow up fast – have you considered how to help them pay for their higher education expenses? #529Day is a great reminder that their college savings could be growing alongside them. https://bit.ly/529-Guide

Children grow up fast – have you considered how to help them pay for their higher education expenses? #529Day is a great reminder that their college savings could be growing alongside them. https://bit.ly/529-Guide

Children grow up fast – have you considered how to help them pay for their higher education expenses? #529Day is a great reminder that their college savings could be growing alongside them. https://bit.ly/529-Guide Children grow up fast – have you considered how to help them pay for their higher education expenses? #529Day is a great reminder that their college savings could be growing alongside them.

2021 Top State Marginal Income Tax Rates 06/29/2021

2021 Top State Marginal Income Tax Rates

2021 Top State Marginal Income Tax Rates

2021 Top State Marginal Income Tax Rates 2021 Top State Marginal Income Tax Rates

Which Type of Long-Term Care Insurance Is Right For You? 06/28/2021

Which Type of Long-Term Care Insurance Is Right For You?

Which Type of Long-Term Care Insurance Is Right For You?

Which Type of Long-Term Care Insurance Is Right For You? The long-term care (LTC) insurance marketplace is changing quickly, and you have more options to choose from than ever before.

How to Address Your Greatest Retirement Risk 06/23/2021

How to Address Your Greatest Retirement Risk

How to Address Your Greatest Retirement Risk

How to Address Your Greatest Retirement Risk When it comes to retirement, there are a variety of risks that threaten to derail the goals that you have worked so hard to achieve. Although it’s important to consider a number of risks, including mortality risk, market risk, interest rate risk, and purchasing power risk, be careful not to overlo...

Make an HSA Your Retirement Planning Mainstay 06/22/2021

Make an HSA Your Retirement Planning Mainstay

Make an HSA Your Retirement Planning Mainstay

Make an HSA Your Retirement Planning Mainstay While there are a variety of sources that can be used to pay healthcare costs, including IRAs and 401(k)s, a Health Savings Account (HSA) may be the ideal option. An HSA is a tax-exempt account used to pay for or reimburse medical expenses. Contributions to an HSA are made in cash, and once deposite...

Rollover Considerations 06/18/2021

Rollover Considerations

Rollover Considerations

Rollover Considerations Participants of qualified employer-sponsored retirement plans (e.g., 401(k), profit sharing, 403(b), etc.) typically have several options when deciding what to do with their retirement plan assets upon termination of service with the sponsoring employer.

Medicare: Means Testing, and What Now? 06/18/2021

Medicare: Means Testing, and What Now?

Medicare: Means Testing, and What Now?

Medicare: Means Testing, and What Now? If you are a high earner – an individual with modified adjusted gross income (MAGI) greater than $88,000, or a married couple filing jointly with MAGI greater than $176,000 – you are likely well aware that Medicare applies a high-income surcharge to your Medicare Part B and Part D premiums. Medi...

On this World Elder Abuse Awareness Day, Stifel offers these tips to protect yourself or the seniors in your life from financial fraud and exploitation. 06/17/2021

On this World Elder Abuse Awareness Day, Stifel offers these tips to protect yourself or the seniors in your life from financial fraud and exploitation.

On this World Elder Abuse Awareness Day, Stifel offers these tips to protect yourself or the seniors in your life from financial fraud and exploitation.

On this World Elder Abuse Awareness Day, Stifel offers these tips to protect yourself or the seniors in your life from financial fraud and exploitation. World Elder Abuse Awareness Day | Stifel

Wealth Planning Newsletter 2021 - Issue 3 06/16/2021

Wealth Planning Newsletter 2021 - Issue 3

Wealth Planning Newsletter 2021 - Issue 3

Wealth Planning Newsletter 2021 - Issue 3 Please contact us if you have any questions about the articles or for copies of the other materials mentioned in this newsletter.

Where to Save – Have You Considered an HSA? 06/14/2021

Where to Save – Have You Considered an HSA?

Where to Save – Have You Considered an HSA?

Where to Save – Have You Considered an HSA? Have you ever wondered what the best method for tax-advantaged savings is? Some industry experts suggest maxing out your health savings account (HSA) before funding your 401(k) or IRA. Of course, it is important to factor in your company’s 401(k) match to ensure you are getting the most from your ...

iPlanning: Estate Planning in the Digital World 06/07/2021

iPlanning: Estate Planning in the Digital World

iPlanning: Estate Planning in the Digital World

iPlanning: Estate Planning in the Digital World With society firmly entrenched in the digital world, just about everyone has digital assets. There are currently 2.2 billion active monthly Facebook users, 1.2 billion active Gmail users, 328 million active monthly Twitter users, and 16.95 million Bitcoins. What happens to all of these digital asset...

Trouble Ahead for Stocks? - Sight|Lines 06/01/2021

Trouble Ahead for Stocks? - Sight|Lines

Trouble Ahead for Stocks? - Sight|Lines

Trouble Ahead for Stocks? - Sight|Lines In this week’s #StifelSightLines, we review some risks to these elevated markets and discuss what to expect over the short, medium, and longer term. http://bit.ly/SL052821

Interview Questions - Initial Meeting With a Financial Advisor 06/01/2021

Interview Questions - Initial Meeting With a Financial Advisor

Interview Questions - Initial Meeting With a Financial Advisor

Interview Questions - Initial Meeting With a Financial Advisor Selecting a financial advisor is an important decision. Take the time to find one who values your goals as much as you do.

Life Insurance Calculator 05/28/2021

Life Insurance Calculator

Life Insurance Calculator

Life Insurance Calculator Life Insurance Calculator

Enroll in Your 401(k) Today | $55,000 05/26/2021

Enroll in Your 401(k) Today | $55,000

Enroll in Your 401(k) Today | $55,000

Enroll in Your 401(k) Today | $55,000 For some people, retirement may seem a lifetime away. Don’t be tempted to put off saving. Each year, it becomes more and more difficult to make up for lost time. The key is to start as early as possible.

Which Type of Long-Term Care Insurance Is Right For You? 05/24/2021

Which Type of Long-Term Care Insurance Is Right For You?

Which Type of Long-Term Care Insurance Is Right For You?

Which Type of Long-Term Care Insurance Is Right For You? The long-term care (LTC) insurance marketplace is changing quickly, and you have more options to choose from than ever before.

Are you still working in retirement? Consider making an IRA contribution. 05/24/2021

Are you still working in retirement? Consider making an IRA contribution.

Are you still working in retirement? Consider making an IRA contribution.

Are you still working in retirement? Consider making an IRA contribution. Did you know that the SECURE Act eliminated the age restriction for IRA contributions? Beginning tax year 2020, IRA contributions can be made at any age, as long as you or your spouse (if married filing jointly) have earned income.

Should You Be Paying Medicare Part B Premiums? 05/21/2021

Should You Be Paying Medicare Part B Premiums?

Should You Be Paying Medicare Part B Premiums?

Should You Be Paying Medicare Part B Premiums? If you are already collecting Social Security, you will automatically be enrolled in Medicare Parts A and B when you turn 65. If you delay enrolling in Medicare until after your 65th birthday due to creditable coverage (i.e., coverage at least as good as Medicare) through your or your spouse’s emp...

Stifel at a Glance 05/20/2021

Stifel at a Glance

Stifel at a Glance

Stifel at a Glance Stifel Financial Corp. (NYSE: SF) is a financial services holding company headquartered in St. Louis, Missouri.

Roth 401(k) Contributions/Distributions 05/19/2021

Roth 401(k) Contributions/Distributions

Roth 401(k) Contributions/Distributions

Roth 401(k) Contributions/Distributions Participants have the option of designating some or all of their salary deferral as a Roth contribution to their 401(k) and 403(b) plans.

According to a study that assesses taxes, living expenses, banking, healthcare, and Social Security, these are the best and worst states in which to retire rich. 05/19/2021

According to a study that assesses taxes, living expenses, banking, healthcare, and Social Security, these are the best and worst states in which to retire rich.

According to a study that assesses taxes, living expenses, banking, healthcare, and Social Security, these are the best and worst states in which to retire rich.

According to a study that assesses taxes, living expenses, banking, healthcare, and Social Security, these are the best and worst states in which to retire rich. Source: GOBankingRates.com, "Want to Retire Rich? Avoid These 10 States, Study Says"

The Importance of Keeping Beneficiary Designations Up To Date 05/14/2021

The Importance of Keeping Beneficiary Designations Up To Date

The Importance of Keeping Beneficiary Designations Up To Date

The Importance of Keeping Beneficiary Designations 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. Furthermore, a common misconception is that an individual’s wi...

Should You Consolidate Your IRAs? 05/13/2021

Should You Consolidate Your IRAs?

Should You Consolidate Your IRAs?

Should You Consolidate Your IRAs? Do you own multiple IRAs at various institutions? Over the years, many investors make annual IRA contributions or complete qualified plan rollovers to different accounts at numerous financial institutions and now find it costly and confusing to keep track of all the accounts.

Roth Conversions 05/12/2021

Roth Conversions

Roth Conversions

Roth Conversions If you are like most Americans, retirement planning is a top financial priority, and saving for retirement in Roth IRAs can be one of the best strategies. Roth IRAs can be funded through contributions, rollovers, or conversions. A Roth IRA conversion is the movement of cash or securities from a trad...

What Triggers an IRS Audit? 05/10/2021

What Triggers an IRS Audit?

What Triggers an IRS Audit?

What Triggers an IRS Audit? Have you ever wondered what your chances are of being audited by the IRS? Once you file your taxes, the last thing you want is the IRS knocking at your door. The IRS conducts tax audits to ensure financial information is reported properly according to the tax laws. These audits help reduce the “ta...

Telephone

Address


6101 Phoenix Avenue, Suite 2
Fort Smith, AR
72903
Other Financial Services in Fort Smith (show all)
River Town Federal Credit Union River Town Federal Credit Union
1001 S 21st St
Fort Smith, 72901

River Town FCU is here to improve our members’ financial lives. We are a not-for-profit financial institution, and we give back to you by providing lower rates on loans and higher rates on deposits to help you reach your financial goals.

Summit Benefit Partners Summit Benefit Partners
1823 Dodson Ave
Fort Smith, 72901

Summit Benefit Partners provides common sense advice and thoughtful solutions to help our clients protect what they value most, with kindness and integrity

Radcliff Financial Group, Inc. Radcliff Financial Group, Inc.
200 N Greenwood Ave
Fort Smith, 72901

Melanie Radcliff Financial Advisor 200 N. Greenwood Ave. Suite 1, Fort Smith, AR 72901 479.478.6831 www.melanieradcliff.com

Farmers Insurance Agency-Yazmin Grubb Farmers Insurance Agency-Yazmin Grubb
615 S 21st St
Fort Smith, 72901

" I am a Farmers® agent but my posts are my own and are not statements by or for Farmers®."

Affordable AUTO Insurance Agency Affordable AUTO Insurance Agency
1316 Highway 71 S
Fort Smith, 72901

WE SELL AUTO AND HOME/RENTERS INSURANCE AND ROAD SIDE ASSISTANCE

Catalyst Billing Solutions Catalyst Billing Solutions
5707 Jenny Lind Rd. Fort Smith Ar. 72908
Fort Smith, 72908

Catalyst Billing Solutions works with healthcare providers to ensure that their billing process is clean. We catch mistakes on the front end to eliminate denials, maximize returns, and lower out of pocket expenses to take the stress out of billing.

Simmons Bank Simmons Bank
2305 Zero Street
Fort Smith, 72901

Brant Latta Farmers Insurance Agent Brant Latta Farmers Insurance Agent
Fort Smith, 72903

We offer all types of insurance: home owner's, auto, life, commercial, recreational vehicles, even pet insurance. Contact us for all your insurance needs. We are Farmers!

Farmers Insurance: Shriner Insurance Agency Farmers Insurance: Shriner Insurance Agency
Fort Smith, 72901

Farmers Insurance: Shriner Insurance Agency Provides Home Insurance, Auto Insurance, Life Insurance, Commercial Insurance, Boat Insurance, and Motorcycle

Craig Gigerich - State Farm Agent Craig Gigerich - State Farm Agent
725 N Greenwood Ave
Fort Smith, 72901

Jason Glover State Farm Insurance Agent Jason Glover State Farm Insurance Agent
2912 Rogers Ave Suite C
Fort Smith, 72903

Our office is about building relationships. We place the interests of our customers before our own. Let's help you live your life to the fullest!

Palm Beach Capital Corporation Palm Beach Capital Corporation
4120 Rogers Ave, Ste M
Fort Smith, 72903

No annoying tax pro lingo. Just straight and friendly advice. Visit: palmbeachcapitalcorporation.com Call: 479-785-4630