E. Max Gilbert, Financial Advisor - Stifel

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.

04/01/2026

U.S. equities rose on signs of Middle East de-escalation, easing concerns over oil supply disruptions.

Learn more in today's Market Pulse: https://livesocial.seismic.com/_BbLd https://livesocial.seismic.com/aleYb3

01/22/2026

Think saving early doesn't matter? Think again. This video shows how time and compounding can turn small savings into big results—like a snowball rolling downhill. Hit play and see why starting now is your secret weapon!

12/24/2025

Wishing you and your family a Christmas season filled with joy, love, and laughter!

12/16/2025

I wanted to share with you the flyer below. If you have any questions or may be interested, please feel free to give me a call. The minimum initial deposit for Stifel Smart Rate is $100,000.

Click this link to learn more:
https://livesocial.seismic.com/amYCNX?gv6=94945baa-8b0a-449d-84f5-a0daccdcb50d

12/10/2025

Stifel's positive momentum continued in the third quarter with reported net revenues of $1.43 billion, marking the best third quarter in the company's history. In case you missed our earnings call, here's a quick rundown of what we've been up to: https://livesocial.seismic.com/ayRcMY

10/28/2025

Very blessed for the opportunity to be apart of a panel last week at the Confluence CIMposium. Thank you to Confluence and Michael Kelnosky for the opportunity and a great CIMposium.

10/02/2025

Tax-free growth potential, K–12 tuition, apprenticeships, and even student loan repayment, 529 Plans offer flexibility and long-term value potential.
Click the link to explore the full breakdown and see how a 529 Plan might fit into your financial strategy.
https://livesocial.seismic.com/ajMKCD

09/04/2025

Excited to announce that the Gilbert Wealth Management Group website is live at www.gilbertwmg.com. Grateful for Stifel & our marketing team.

We offer a complete range of financial services for the high net worth investor located in and around Abilene, TX. We specialize in helping clients develop a comprehensive, investment strategy designed to address their unique needs and enabling them to pursue both short- and long-term objectives whi...

07/23/2025

We're excited to invite you to the launch of our Next Generation Investor Webinar Series. Join us for an exclusive webinar featuring Stifel brand
ambassadors Alyssa and Gisele Thompson – two of the most inspiring young athletes in U.S. soccer!

Register Now: https://livesocial.seismic.com/akkb6w

05/27/2025

Introducing the Stifel NextGen Investor Handbook – A comprehensive guide designed to help young adults (18-25) navigate critical financial milestones such as budgeting, saving, investing, and family planning. Check it out: https://livesocial.seismic.com/ap8GNp