SWH Wealth Management Group - Stifel

SWH Wealth Management Group - Stifel Elizabeth Waschow, JD - Vice President/Investments, CA Insurance Lic.
Ashley Haley - Senior Registered Client Service Associate.

After Hours By Appointment Only

08/14/2026

Two meetings into Kevin Warsh's tenure as Fed Chair, a new communication framework is beginning to take shape. In this week's , our CIO Office discusses what the Fed's reduced forward guidance, more visible internal debate, and evolving approach to policy communication could mean for investors.

https://stifel.info/SL080626

Understanding your retirement expenses can help you prepare for what's ahead. Balancing needs, wants, and wishes can hel...
07/14/2026

Understanding your retirement expenses can help you prepare for what's ahead. Balancing needs, wants, and wishes can help support your lifestyle and legacy.

Complete our Retirement Income Workbook here: https://livesocial.seismic.com/a4bidD

With stocks at record highs, earnings season is about to test whether corporate profits can keep pace with elevated expe...
07/10/2026

With stocks at record highs, earnings season is about to test whether corporate profits can keep pace with elevated expectations. In this week's , our CIO Office discusses why analysts are forecasting one of the strongest quarters of earnings growth in years—and why the bar is now much higher.

Read more here: https://livesocial.seismic.com/apd0ZE

Happy 4th of July! Our offices are closed on Friday, July 3rd in observation.
07/04/2026

Happy 4th of July! Our offices are closed on Friday, July 3rd in observation.

The Federal Reserve met last week and did what it has done all year: nothing. Rates stayed in the 3.50%-3.75% range, mar...
06/25/2026

The Federal Reserve met last week and did what it has done all year: nothing. Rates stayed in the 3.50%-3.75% range, marking a fourth straight hold and an outcome that markets had already priced in. The real story was not the decision. It was what the Fed said about the future.

For more information on this and to read the full piece, click here: https://livesocial.seismic.com/amIz7z

To all the fathers who lead with love and wisdom, today we honor you. Happy Father's Day!
06/21/2026

To all the fathers who lead with love and wisdom, today we honor you. Happy Father's Day!

Our office is closed as we honor freedom and resilience this Juneteenth. Together, we celebrate progress and unity.
06/19/2026

Our office is closed as we honor freedom and resilience this Juneteenth. Together, we celebrate progress and unity.

After nearly four months of fighting, the U.S. and Iran agreed to a framework. Markets reacted: oil fell, equities hit r...
06/18/2026

After nearly four months of fighting, the U.S. and Iran agreed to a framework. Markets reacted: oil fell, equities hit record highs, and Treasury yields and inflation expectations eased. In this week's , our CIO Office breaks down the impact across markets and what it means for the Fed going forward.

Read more here: https://livesocial.seismic.com/ajO9FO

Financial scams can affect everyone, but they disproportionally affect the older populations.This , we encourage you to...
06/15/2026

Financial scams can affect everyone, but they disproportionally affect the older populations.

This , we encourage you to educate yourself and loved ones on common scams and how you can be prepared. For more information and resources visit: https://livesocial.seismic.com/az5oLh

The case for "higher for longer" interest rates is strengthening. Firming inflation, a resilient job market, and mountin...
06/12/2026

The case for "higher for longer" interest rates is strengthening. Firming inflation, a resilient job market, and mounting government debt are putting upward pressure on rates and complicating the Fed's path forward. In this , our CIO Office breaks down the data driving this shift - and the potential implications for growth and equity market volatility.

Read more here: https://livesocial.seismic.com/aSzkpw

Address

13640 Bowman Road
Auburn, CA
95603

Telephone

+15307458227

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