Stifel - Santa Rosa

Retirement Expectations and Concerns

Retirement Expectations and Concerns When you think of retirement, what do you most look forward to?

Weekly Market Perspectives

Weekly Market Perspectives This week’s Market Perspectives from our Investment Strategy team. We review the past week’s capital market returns and economic developments.

In this week’s Sight|Lines, we review stock market valuation levels, risks to the market, and tailwinds that may drive prices higher: http://bit.ly/SL091721

In this week’s Sight|Lines, we review stock market valuation levels, risks to the market, and tailwinds that may drive prices higher: http://bit.ly/SL091721 Risks to the Stock Market — Sight|Lines

Giving season is nearly here! Get ahead of the year-end rush by opening a Stifel Donor-Advised Fund now. The Stifel Charitable Team is ready to assist you.

Giving season is nearly here! Get ahead of the year-end rush by opening a Stifel Donor-Advised Fund now. The Stifel Charitable Team is ready to assist you.

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.

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...

End of Summer Financial Checklist

End of Summer Financial Checklist

Wealth Planning Newsletter

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

Market Pulse September 20, 2021

Market Pulse September 20, 2021 Equities fell today, led by declines in the energy and consumer discretionary sectors. o The S&P 500 fell by 75.26 points, or 1.70% to close at 4,357.73. o The Dow Jones Industrial Average (Dow) was down 614.41 points or 1.78%, to close at 33,970.47.

Tackling your piles of paper is a great thing to add to your March !

Stifel Trust | Professional Assistance for the Individual Trustee Stifel Trust | Professional Assistance for the Individual Trustee

Why aren’t more women investing if they are believed to be better investors?