Anderson Financial Team - Stifel

Your family deserves the assurance and support that comes with objective, independent fiduciary advice from a trusted source. This is what you'll find with Stifel Trust, an affiliate of Stifel, Nicolaus & Company, Incorporated. Click here to learn more:
https://livesocial.seismic.com/ayGORb

Entering 2025, several Gravitational Shifts signal a return to better balance across markets, the economy, and policy. Read about this and more in Outlook 2025: Gravitational Shifts from Stifel's CIO Office.

Click here to view the full report: https://livesocial.seismic.com/aJNrxF

The federal estate and gift tax exemption will soon be in flux. In 2024, an individual can give up to $13,610,000 during life or at death without any federal estate or gift tax consequences. This figure will be adjusted annually for inflation through 2025. Absent superseding legislation, the heightened exemption will revert to inflation-adjusted 2017 levels beginning in 2026.

The $7 Million Question grapevinesix.s3.amazonaws.com

Take a look. Helpful Tips for Using a Charitable Giving Account.

Charitable Gift Comparison | Stifel Donor-Advised Funds grapevinesix.s3.amazonaws.com

Don't forget – Tax Day is April 15!

In this industry, firms claim a lot of the same things. Advisor-centric culture, exceptional leadership, best-in-class products and services. but at Stifel, we walk the walk. Come join the fun in 2024!

The most important steps in the process of creating a financial plan are designing a plan that is specific to your goals and objectives, assessing the results, and adjusting your plan as needed.

The Value of Financial Planning www.stifel.com

A decline in your portfolio can be painful. It may even tempt you to pull money out of the market to avoid further losses. By the time you realize a rebound is underway, the best time to get back into the market may have already passed. In fact, missing the 10 best trading days over the past 20 years would have reduced your annual returns by 4.2% (annualized).

S&P 500 Returns (Time Spent in the Market vs. Timing the Market) www.stifel.com

The Link an Outside Institution feature allows Wealth Tracker users to connect accounts that are held outside of Stifel.

Stifel Wealth Tracker | Link an Outside Institution www.stifel.com

Entering 2024, we observe several enduring changes in the post-pandemic world that may well require a recalibration of market expectations. In this month's Investment Strategy Brief, we look back at 2023 and review our outlook for the year on inflation, monetary policy, the economy, and markets: https://stifel.info/ISB012224

Investment Strategy Brief | January 2024 www.youtube.com