Anderson Wealth Management Group - Stifel

01/12/2024

05/19/2023

Whether you just sold your business, real estate, or came into an inheritance, here are some thoughts on how to invest a lump sum.

11/03/2022

Most people I talk to are nervous about the economy and their investments. We have a FDIC guaranteed savings account currently paying 3.5% interest ($100,000 initial deposit). Bond yields are more attractive than they have been in over a dozen years. How are you evaluating the performance of your advisor? Maybe it's time for an objective 2nd opinion...

10/18/2022

It's the perfect time for this market reminder!

08/15/2022

I just found out that Kelly Kraft and Harry Higgs will be golfing this week at the Albertsons Boise Open. I am looking forward to rooting them on in person as they are both sponsored by Stifel. Go Team Stifel!

05/20/2022

Great info on the recent market volatility! As I write this, the Dow is having its longest weekly losing streak since 1924 AND the NASDAQ is down over 30% from its recent high. Ouch! These are risky times for everyone...especially if you are taking a "DIY" approach. Call for a 2nd opinion!

Learnings From My Colleagues: Making Sense of This Environment — Sight|Lines

05/05/2022

Our weekly "Stifel Bits" always provides an interesting perspective. It's been a crazy year so far for stocks and bonds...but there is a silver lining. Many people still have money sitting in a checking/savings account that is barely earning any interest. The increase in interest rates now is making Treasuries yields more attractive. You can now earn approximately 1.4% on a 6-month Treasury and 2.65% on a 2-year Treasury. Risk-free! It's time to get that money out of your savings account and earn some interest.

A weekly serving of money matters

04/29/2022

Great article sharing the uncertainty that is impacting the stock market. The rise is interest rates has hurt the stock market and the bond market. However, there is a silver lining...we can now buy 1 and 2 year treasuries that yield 2 - 2.5% so don't leave your money in a savings account that is only earning .2%. That time is over!

What’s Driving Volatility? Amplified Uncertainty — Sight|Lines

04/21/2022

This is a great reminder of the common investing biases! One of the benefits of having an actual financial plan is that helps frame decision-making and minimizes emotional investing. Staying disciplined over the long haul is key!

When it comes to investing, decision-making is often influenced by emotions and approaches that seem logical, but – in fact – are not. Learn more about the ten common investor biases to better address your natural inclinations when formulating long-term plans or selecting investments.

04/13/2022

Our weekly "Bits" encompasses everything from robots peeling bananas to dogs being quarantined in China. Always a quick, interesting read!

A weekly serving of money matters

04/06/2022

Is your portfolio customized to your behavioral preferences? Join us at this webinar to learn how your personal behavioral attributes should be used to model your portfolio. Direct message me if you'd like to take our Financial ID questionnaire. Note - it isn't about Financial IQ! It's about composure, perceived expertise, market involvement, etc.

CLIENT WEBINAR: Investing During Volatile Times

04/04/2022

Stifel Financial is one of the largest wealth management and investment banking firms in the country. Last year, we were #1 in overall M&A deals under $1 billion.

Stifel is one of the nation’s leading full-service wealth management and investment banking firms.