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
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Market Pulse
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
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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
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Dog Determines Domicile
Although relocating is relatively easy, determining domicile can be tricky.
ARTICLE
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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.
ARTICLE
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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
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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
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.
ARTICLE
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
Benefits of Offering Retirement Plans
An employer-sponsored retirement plan offers many benefits to your employees and your company as well. There are many different retirement plan options available.
ARTICLE
The Importance of Tax Diversification in Retirement Accounts
When planning for retirement, it is important to create a savings strategy in an effort to optimize asset growth in a tax-efficient manner. Understanding which account types offer tax deferral and tax-free distributions may help you save significant chunks of your wealth for retirement years.
ARTICLE
Stifel Wealth Strategist Report®
Why would you embark on your financial journey without planning and forethought? Just as with travel, there is more than one route to take toward achieving your financial goals.
Brochure
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.
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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.
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An Introduction to Cost Basis
When creating your estate plan, it is important to consider how income taxes may impact your beneficiaries. In order to do this, you need to have a basic understanding of cost basis rules.
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Birthday Milestones
Reaching a certain age means being able to save even more and new financial opportunities to get ready for your retirement years.
ARTICLE
IRA Distribution Penalty Exceptions
IRA rules are designed to discourage early distributions, and a 10% penalty is imposed on distributions taken prior to the IRA holder reaching age 59½. However, the law provides several exceptions to the penalty.
ARTICLE
Freezing an Estate With an IDGT
One of the primary goals of estate planning is to maximize the assets that will pass to your heirs while minimizing the tax liability of your estate. One particularly effective strategy for working toward that goal is referred to as an estate freeze technique.
ARTICLE
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