Shepard Wealth Management Group - Stifel

Shepard Wealth Management Group - Stifel Our team offers extensive wealth management with a comprehensive planning approach. After hours by appointment only.
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Stifel Financial Corp.

Our team consists of:
Magay Shepard, Managing Director/Investments
Dan Emmons, Financial Advisor
Melissa Costello, Senior Registered Client Service Associate
Christine Parks, Registered Client Service Associate
Diana Castro, Client Service Associate

We assist our clients in planning for their financial futures with strategies designed to help preserve and grow wealth. Designing, implementing, and


maintaining a solid investment plan is the foundation of our business. We are interested in long-term relationships with our clientele, not individual transactions. and its affiliated companies (“Stifel”) reserve the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. Stifel Financial Corp. is the parent company of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. Stifel will not accept purchase or sales orders via LinkedIn, Facebook, or any electronic messaging systems. The comments, postings, or views expressed are my own and do not necessarily reflect that of Stifel. Stifel is not responsible for content posted by third parties. Statements and messages are for U.S. residents only and are subject to the following terms: www.stifel.com/disclosures.

America's debt situation has been getting plenty of attention lately, and this isn't the first debt drama in history. Ne...
09/02/2026

America's debt situation has been getting plenty of attention lately, and this isn't the first debt drama in history. Nearly 500 years ago, Henry VIII faced a budget problem ... His strategy? Quietly reduce the amount of gold and silver in England's coins while keeping their face value the same. People eventually caught on, and the episode became one of history's earliest examples of currency debasement.

For more information on this and to read the full piece, click here: https://livesocial.seismic.com/am9Xlf

U.S. equities closed in August near record highs as strong artificial intelligence-related earnings outweighed mid-month...
09/01/2026

U.S. equities closed in August near record highs as strong artificial intelligence-related earnings outweighed mid-month jitters over rising long-term yields and questions about the durability of AI spending.

Read the full piece here:https://livesocial.seismic.com/aD55qP

In this week's Economic Insight, Stifel's Chief Economist, Lindsey Piegza, Ph.D, discusses massive volatility in the glo...
08/31/2026

In this week's Economic Insight, Stifel's Chief Economist, Lindsey Piegza, Ph.D, discusses massive volatility in the global energy market hurting American consumers as gasoline prices spiked to a four-year high of $4.56 a gallon in May. Since then, prices have cooled somewhat, down 10%, but they are still 45% higher than at the start of the year.

Read the full report here: https://livesocial.seismic.com/aZSNWR

The U.S. government crossed $40 trillion in debt last week. That number has doubled in less than a decade, and it showed...
08/26/2026

The U.S. government crossed $40 trillion in debt last week. That number has doubled in less than a decade, and it showed up about two years earlier than forecasters penciled in.

For more information on this and to read the full piece, click here: https://livesocial.seismic.com/a3D7ma

Happy from Tex (8) and Elmer (2), the Emmons' perfectly balanced chaos.Tex has officially embraced his role as the wis...
08/26/2026

Happy from Tex (8) and Elmer (2), the Emmons' perfectly balanced chaos.

Tex has officially embraced his role as the wise old man of the house. He's happiest curled up next to you, soaking up cuddles and judging Elmer's life choices from a comfortable spot on the couch.

Elmer, on the other hand, believes every moment is playtime. He is endlessly energetic and curious, and has even taught himself how to open doors. He is so talented that we have started deadbolting the doors to make sure our Amazon delivery drivers are not greeted by an unexpected "helper" at the front door!

Life is a little calmer with Tex and a lot more interesting with Elmer. We would not have it any other way.

Happy from Magay's beloved pups, Pepper and Jack!We have an interesting pair of furry children. Pepper is a lovable "a...
08/26/2026

Happy from Magay's beloved pups, Pepper and Jack!

We have an interesting pair of furry children. Pepper is a lovable "alpha female" from our city dog shelter. Jack is our sweet miniature poodle who used to be a show dog. They couldn't be more different. They give us much joy and amusement.

July's headline jobs numbers looked … fine. Unemployment fell to 4.1%, even though the economy unexpectedly lost 23,000 ...
08/19/2026

July's headline jobs numbers looked … fine. Unemployment fell to 4.1%, even though the economy unexpectedly lost 23,000 jobs.

For more information on this and to read the full piece, click here: https://livesocial.seismic.com/aNpvM6

In this week's Economic Insight, Stifel's Chief Economist, Lindsey Piegza, Ph.D, offers an updated view on the economy, ...
08/17/2026

In this week's Economic Insight, Stifel's Chief Economist, Lindsey Piegza, Ph.D, offers an updated view on the economy, policy, and what to expect looking out further into 2026.

Watch the full report here: https://livesocial.seismic.com/afI4fp

08/17/2026

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

The U.S. opening weekend ticket sales for Spider-Man: Brand New Day topped $360 million, making it the highest-grossing ...
08/12/2026

The U.S. opening weekend ticket sales for Spider-Man: Brand New Day topped $360 million, making it the highest-grossing U.S. domestic opening weekend of all time.

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

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6100 Fairview Road, Suite 700
Charlotte, NC
28210

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