E. Max Gilbert, Financial Advisor - Stifel

E. Max Gilbert, Financial Advisor - Stifel After Hours By Appointment Only

CA Insurance Lic. #4297408
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Stifel Financial Corp. Stifel Financial Corp. Statements and messages are for U.S.

and its affiliated companies (“Stifel”) reserve the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. is the parent company of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. Stifel will not accept purchase or sales orders via LinkedIn, Facebook, or any electronic messaging systems. The comments, postings, or views expressed are my

own and do not necessarily reflect that of Stifel. Stifel is not responsible for content posted by third parties. residents only and are subject to the following terms: www.stifel.com/disclosures.

08/18/2026

Our CIO Office recently highlighted the lofty expectations for second quarter earnings. With reporting season now largely complete, companies did more than meet that elevated bar. In this week's , our CIO Office revisits the expectations outlined in July, assesses where results stand today, and discusses what stronger-than-expected earnings, accelerating revenue growth, and continued AI-driven spending could mean for investors.

https://stifel.info/SL081726

Many small businesses face a unique set of circumstances. Besides competing with other companies in selling products or ...
07/09/2026

Many small businesses face a unique set of circumstances. Besides competing with other companies in selling products or services, small businesses strive to provide employee benefits comparable with larger companies to retain quality employees.

Learn more about the SIMPLE IRA plan here:
https://livesocial.seismic.com/a5Nalj

Elderly individuals are often targeted by online scammers seeking to exploit their trust and unfamiliarity with technolo...
05/27/2026

Elderly individuals are often targeted by online scammers seeking to exploit their trust and unfamiliarity with technology. Here are five actionable tips to help shield them from online scams: https://livesocial.seismic.com/aq_LKP

Individuals may choose to set aside gifts for minors for different reasons. Some gifts are for educational expenses. Oth...
05/18/2026

Individuals may choose to set aside gifts for minors for different reasons. Some gifts are for educational expenses. Others may be for a future purchase. A gift may also help the donor with estate or tax planning goals. Whatever the reason, it is important to review the account options available for holding those gifts on a minor's behalf:https://www.stifel.com/newsletters/adgraphics/pdf/wp/Options-When-Gifting-to-Minors.pdf

Should you contribute to a Traditional IRA or a Roth IRA?Traditional and Roth IRAs both provide significant potential ta...
05/15/2026

Should you contribute to a Traditional IRA or a Roth IRA?

Traditional and Roth IRAs both provide significant potential tax benefits. Contribution to one or the other depends on several factors that could potentially impact your personal financial situation, including the current tax framework.

Click here to view a Roth vs Traditional IRA savings scenario:
https://livesocial.seismic.com/aiZ3bZ

Tax-free growth potential, college tuition, K–12 tuition, apprenticeships, and even student loan repayment, 529 Plans of...
05/14/2026

Tax-free growth potential, college tuition, K–12 tuition, apprenticeships, and even student loan repayment, 529 Plans offer flexibility and long-term value potential. Use 529 Day to review your plan or start planning on how to fund your child's education.

Read more:https://www.stifel.com/newsletters/adgraphics/pdf/wp/A-Parents-Guide-To-529-Plans.pdf and contact me to discuss your options.

Summer job? Smart move. Starting a Roth IRA? Even smarter.Help your child build lifelong financial habits with tax-free ...
04/02/2026

Summer job? Smart move. Starting a Roth IRA? Even smarter.
Help your child build lifelong financial habits with tax-free growth potential and flexible access. It's never too early to invest in their future.

Address

500 Chestnut Street, Suite 500
Abilene, TX
79602

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+3254808945

Website

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