Sight|Lines

Sight|Lines is a weekly note, meant to help clients and colleagues focus on a key insight amid the roar of market noise. Available as a written document, recap video, and a podcast.

Podcast

Investment Strategy Brief

Hosted by Michael O’Keeffe, Stifel Chief Investment Officer, the Investment Strategy Brief is a monthly market update from Stifel’s Investment Strategy team.

Video

Market Pulse by Michael O'Keeffe and the Investment Strategy Group

Market Pulse is a publication sent when the market moves about +/- 2% on a given day. It is meant to educate clients on what has moved the market that day, what we believe will move the market for the duration of the quarter and our investment outlook.

Whitepaper

Mother and Adult Daughter Sitting on Porch

The Importance of Keeping Beneficiaries 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.

Article

Who Needs Insurance?

This article covers which type of insurance could be needed for several types of individuals in different scenarios.

Article

Market Volatility

Investing for retirement is a long-term journey. Whether your retirement is 40 years away or right around the corner, it’s important to remember that retiring from your career is just the beginning.

Article

Three Senior Women with Cameras in Garden

Strategic Planning for the SECURE Act's 10-Year Rule

One of the major changes under the SECURE Act is the elimination of the “stretch” distribution strategy for inherited IRAs and retirement plans.

Article

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. Read on for the pros and cons of the three main types of coverage.

Article

Digital Bull and Bear over charts and graphs

Buffered Annuities – A Strategy in Volatile Markets

Volatility – it’s a term we’ve heard a lot in the media and felt in the markets recently.

If you’re in the accumulation phase, you may view volatility as opportunity. But as you get closer to retirement, this viewpoint may shift more to uncertainty. Volatile times like these are when it can be most valuable to work with a Financial Advisor.

Article