Ryan Citrano, Associate Vice President/Investments - Stifel

09/03/2026

The Balance vs. The Plan.

When’s the last time someoneactually walked you through yourretirement plan — not just read you anaccount balance? Your balance tells youwhere you are. A plan can helps youunderstand where you’re going. If it’sbeen a while, a Retirement ReadinessReview can be a simple place to start.

Give us a call today and ask about a Retirement Readiness Review.

09/02/2026

Diversification isn’t just about owning a lot of investments.

It’s about owning the right mix of investments that can work together during different market conditions. A properly diversified portfolio can help balance risk and growth potential so investors can stay confident through market cycles.

08/31/2026

Taxes Don’t Retire.

Taxes don’t disappear when the pay check stops — they often just show up in different ways. Understanding how your withdrawals may be taxed is part of building a retirement income strategy.

Give us a call and let’s look at your timing together.

08/27/2026

If you think retirement planning is just about a 401(k)… you may be missing much of it.

Your 401(k) is a tool. Retirement planning is a strategy. Here’s what many people overlook: It’s often not just about how much you save — It’s about how you prepare to turn that money into income.

How much can you safely withdraw each year?
How might taxes affect your withdrawals?
When should you take Social Security?
What happens if the market drops right after you retire?
How do you pay for healthcare before Medicare kicks in?

That’s retirement planning. It’s preparing to build a paycheck from your assets. It’s working to help minimize taxes over decades. It’s planning to help protect against risk you may not be able to recover from. Because once you retire, you’re often no longer accumulating — You’re distributing. And that may require a completely different strategy.

If your retirement plan is just “keep contributing and hope it works out,” you likely don’t have a plan yet — you have an account. Let’s work to change that.

Give us a call today - we can help.

08/26/2026

This year we surveyed over 150 of Stifel's summer interns to learn more about the preferences, spending habits, and perceptions of the next generation of consumers. The survey questions were based largely around investment themes that we see influencing the direction of the economy and markets long term.

View the full survey findings here: https://livesocial.seismic.com/aEVo2_

08/25/2026

We are beyond grateful for the incredible outpouring of support from our clients, families, and neighbors who donated school supplies for local students this year. Because of your generosity, kids across our community are heading back to class with the tools they need to learn, grow, and succeed.

This is what makes our community special — when we show up for each other, everyone benefits. Whether you dropped off a backpack, a box of pencils, or spread the word to a friend, you made a real difference.

Thank you for trusting us and for investing in the future of our local schools. We couldn't do this without you.

With gratitude,
The THA Wealth Management Group - Stifel

08/24/2026

Tool vs. Strategy.

Your 401(k) is a tool.

Retirement planning is a strategy. If your plan is “keep contributing and hope it works out,” you may have an account— not yet a plan.

Let’s talk about the difference. Give us a call today and let’s map your bridge

08/20/2026

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

08/19/2026

08/17/2026

Stifel takes a new and unique approach to trusteed IRAs with our Stifel Springing IRA, which can help provide you with maximum flexibility for your estate and retirement planning. Connect with your Stifel financial advisor to evaluate your goals and establish a plan. For more information, read about the Stifel Springing IRA here: https://livesocial.seismic.com/n5w_w https://livesocial.seismic.com/ad6NjJ