The Todd Group - Stifel

10/18/2026

Reduce paper clutter and help make managing your finances easier. Switch to electronic delivery for statements, tax forms, and more, all in one secure place with Wealth Tracker. Ready to make the change?

Update Your Delivery Preferences Today! https://livesocial.seismic.com/aefJX3

10/17/2026

Some birthdays mark more than just another candle on the cake. They can also bring key financial and retirement milestones. Understanding what changes at each age can help you plan ahead and make informed decisions for your future.

10/16/2026

The upcoming midterm elections will be held on Tuesday, November 3, 2026.

Join Stifel's Michael O'Keeffe, CFA, Chief Investment Officer, and Brian Gardner, Chief Washington Policy Strategist, for two 45-minute sessions: the first to frame what is at stake and what markets have already discounted, the second to translate the results into portfolio implications.

Learn more here: https://livesocial.seismic.com/ay0zGC

10/15/2026

Third-quarter earnings season is underway, and expectations are high. Companies in the S&P 500 are projected to deliver nearly 30% earnings growth, with analysts raising estimates during the quarter rather than lowering them. In this week's |Lines, Stifel's Chief Investment Officer, Michael O'Keeffe explores what's driving the stronger earnings outlook, why growth remains concentrated in certain sectors, what company reports may reveal about consumers and artificial intelligence investment, and why some believe forward guidance may matter as much as the results themselves.

https://stifel.info/SL101526

10/15/2026

Equities rose last week to fresh records, even as higher Treasury yields, hawkish Federal Reserve meeting minutes, and questions around artificial intelligence revenue tempered the gains.

Read more here: https://livesocial.seismic.com/aRe4jo

10/14/2026

Checked the weather? Streamed a football game on a flight? Sent a text from a remote area? There's a good chance a satellite played a role. When people think about the space economy, they often picture astronauts, moon missions, and sci-fi-worthy technology. The reality is much more Earth-focused. Satellites already help power communications, navigation, weather forecasting, agriculture, transportation, and national security.

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

10/14/2026

Navigating investment decisions in retirement poses unique challenges, especially regarding risk. While many retirees are advised to dial back on aggressive strategies, those with substantial resources may have more flexibility.

For couples with strong income sources beyond investments, aggressive investments can be appropriate, provided there is a clear understanding of financial and emotional needs. However, taxes and market fluctuations can also play significant roles in long-term strategies. Balancing these factors is crucial for legacy planning. This thoughtful approach to risk can lead to more confident decision-making and potentially reduce future tax burdens.

Kiplinger

10/13/2026

🎃 How early is too early to start shopping for Halloween?

According to NRF's latest survey, nearly half of consumers planned to begin shopping in September or earlier, contributing to an expected $13.5 billion in Halloween spending this year. Do you start shopping early?

10/12/2026

The sooner you invest, the longer your money could potentially grow through compounding. Time in the market could turn steady contributions into substantial savings. Don't wait – start today.

Click here to learn more:
https://livesocial.seismic.com/NEDb3 https://livesocial.seismic.com/aDjnUQ

10/10/2026

Big news! We've recently added a new advisory program that allows my team to manage your 401(k) and other retirement accounts. These accounts can FINALLY get the attention they deserve. Reach out today to learn more.