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.

Agriculture accounted for nearly 7% of the U.S. economy just 25 years ago but is currently only around 4.5%. While globa...
06/15/2026

Agriculture accounted for nearly 7% of the U.S. economy just 25 years ago but is currently only around 4.5%. While globalization of the food industry has afforded consumers access to a myriad of markets and different products often at lower prices, the shifting composition of players has left the industry increasingly vulnerable to global supply and price shocks. Today, the traditional model of locally grown produce has shifted, where family-run farms play a minority role to international suppliers and big business distributors.

Read the full piece here: https://livesocial.seismic.com/akZAF7

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.

https://stifel.info/SL061226

Reports from Microsoft are exposing AI's potential cost problem. Good news: The robots can do the work. Bad news: It mig...
06/10/2026

Reports from Microsoft are exposing AI's potential cost problem. Good news: The robots can do the work. Bad news: It might be cheaper to hire a human instead.

For more information on this and to read the full piece, click here: https://livesocial.seismic.com/aox5ot

06/05/2026

Inflation has eased from its post-pandemic highs, but it remains stubbornly above the Fed's 2% target. In this week's , our CIO Office examines why inflation is harder to read, complicating the Fed's policy path, and keeping investors focused on the risk of higher-for-longer rates.

https://stifel.info/SL060526

For a while, the artificial intelligence trade seemed to belong to the "Magnificent Seven" – Alphabet, Amazon, Apple, Me...
06/03/2026

For a while, the artificial intelligence trade seemed to belong to the "Magnificent Seven" – Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia, and Tesla. But lately, the rally has started moving down the semiconductor food chain.

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

In this week's Economic Insight, Stifel's Chief Economist, Lindsey Piegza, Ph.D, takes an in-depth look at the state of ...
06/01/2026

In this week's Economic Insight, Stifel's Chief Economist, Lindsey Piegza, Ph.D, takes an in-depth look at the state of the federal government's balance sheet, the runup in liabilities, the buyers of U.S. Treasuries, and the potential consequences of rising U.S. debt.

Read the full piece here: https://livesocial.seismic.com/aJO5rd

Resilient earnings, easing Middle East tensions, and renewed artificial intelligence enthusiasm extended the U.S. equity...
06/01/2026

Resilient earnings, easing Middle East tensions, and renewed artificial intelligence enthusiasm extended the U.S. equity rally to nine straight weeks, even with sticky inflation and an increasingly divided Federal Reserve.

Read more here: https://livesocial.seismic.com/aFs2ak

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6100 Fairview Road, Suite 700
Charlotte, NC
28210

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