Cavalier Schulick Wealth Management Group - Stifel

10/21/2025

Investor trust remains strong, and the data backs it up. Today, SIFMA released its 2025 Voice of Investor Satisfaction, Trust, and Advocacy (VISTA) study, conducted independently by KPMG US and unveiled at the Meeting.

Key insights from 2,000+ surveyed investors:
• 80% are satisfied with the financial services industry
• Generational divides reveal evolving expectations
• Firms that combine trusted advice with modern digital experiences are best positioned to earn long-term loyalty

As we look ahead, Stifel is proud to help lead the conversation, especially with our Chairman & CEO Ron Kruszewski serving as SIFMA’s 2026 Board Chair.

Read the full study: https://bit.ly/3JhzIZF
Read the press release: https://bit.ly/47h6Top

04/25/2025

Our CEO, Ron Kruszewski, released his annual letter to shareholders full of insights, achievements, and the road ahead, including:

· 2024 Results
· Economic and Market Landscape
· Global Trade and A Shifting Order
· Technology and AI

Read it here: https://bit.ly/3YIxYNx

04/11/2025

Ron Kruszewski — Chairman of the Board, CEO of Stifel Financial Corp discusses market volatility, tariffs, and the role of AI in recruiting.

11/28/2024

We are thankful for our clients, associates, and shareholders this year and every year!

Reminder: The market will be closed today, November 28, and will close at 1:00 p.m. (1:15 for eligible options) Eastern tomorrow in light of the holiday.

07/12/2024

07/10/2024

03/29/2024

As a reminder, Stifel and the markets will be closed today, March 29. We wish you a great, long weekend with family and friends.

01/24/2024

Stifel today reported full-year 2023 revenue of $4.35 billion, the third-best year in firm history, as our business navigated a challenging environment. Chairman & CEO Ron Kruszewski notes “Given our position as a premier wealth management firm and middle market investment bank, as well as the increased scale of our business, we see significant opportunities for top and bottom line growth as market conditions improve.”

Read the full report: https://stifel.info/SFQ42024

01/01/2024

Wishing you and your loved ones a safe, happy, and prosperous new year.

Reminder that Stifel and the markets will be closed today, January 1.

11/23/2023

We are thankful for our clients, associates, and shareholders each and every year!

Reminder: The market will be closed today, November 23, and will close at 1:00 p.m. (1:15 for eligible options) Eastern tomorrow in light of the holiday.

10/25/2023

Stifel today reported third quarter revenue of $1 billion, led by record global wealth management results.

Stifel Chairman & CEO Ron Kruszewski notes, “although the near-term environment remains uncertain, we remain well positioned to generate stable returns and strong growth as the market improves.”

https://stifel.info/SFQ32023

07/27/2023

Establishing a sound financial plan allows you to make the most of your assets and prepare yourself for the future. A financial plan involves a thorough evaluation of your short- and long-term goals and consists of several key components.