Bellar-Yother Advisory Group - Stifel

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Bellar-Yother Advisory Group - Stifel and its affiliated companies (“Stifel”) reserve the right to retain, monitor, and reproduce all electronic communications consistent with applicable law.

Mike Yother - Managing Director/Investments
Rick Bellar - Vice President/Investments
Trey Bellar - First Vice President/Investments
Julie Yother - Financial Advisor
Bailey Yother Throgmorton - Financial Advisor
Carla Lamb - Registered Operations Coordinator
Cassie Conley - Registered Client Service Associate

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Stifel Financial Corp. 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.

10/30/2026

Stifel's Chief Investment Officer, Michael O'Keeffe, recently examined why the midterm elections may do little to change the broader direction in Washington. In this week's , he focuses on where the election could matter more, exploring potential impacts on trade, healthcare, financial services, defense, domestic manufacturing, and clean energy, and what those policy shifts could mean for investors.

https://stifel.info/SL103026

Startups are gene-editing crops to glow or turn purple when disease or pests strike, helping farmers spot trouble and ac...
10/28/2026

Startups are gene-editing crops to glow or turn purple when disease or pests strike, helping farmers spot trouble and act without widespread chemical use. A mood ring for the farm. If only the basil on the windowsill were this forthcoming.

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

Stifel's Chief Investment Officer, Michael O'Keeffe, recently explored how artificial intelligence is advancing through ...
10/23/2026

Stifel's Chief Investment Officer, Michael O'Keeffe, recently explored how artificial intelligence is advancing through competition and innovation, as well as the opportunities and risks created by its rapid adoption. In this week's , our CIO Office shifts focus to the capital that is financing AI's growth. Stifel's Chief Investment Officer, Michael O'Keeffe, examines how companies are funding data center and computing infrastructure, who is providing that capital, and why understanding financing structures is just as important as understanding AI's long-term potential when evaluating investment opportunities.

Read the full report here: https://livesocial.seismic.com/afA01z

Finally, a price drop worth raising a glass to. California w**eries are selling surplus premium w**e to retailers that p...
10/21/2026

Finally, a price drop worth raising a glass to. California w**eries are selling surplus premium w**e to retailers that put it under their own labels. One buyer says w**e that would normally cost $45-$85 can sell for around $9.99. Bad news for the vineyard; considerably better news for the dinner party.

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

Third-quarter earnings season is underway, and expectations are high. Companies in the S&P 500 are projected to deliver ...
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

Checked the weather? Streamed a football game on a flight? Sent a text from a remote area? There's a good chance a satel...
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/a54L6-

The third quarter brought continued economic growth and gains in U.S. equities, even as renewed conflict in the Middle E...
10/09/2026

The third quarter brought continued economic growth and gains in U.S. equities, even as renewed conflict in the Middle East pushed energy prices higher and persistent inflation prompted the Federal Reserve to raise rates. In this edition of Quarterly Market Perspectives, we examine how these developments are shaping our year-end outlook and what they could mean for investor positioning.

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

10/08/2026

Space is no longer just the domain of governments and astronauts. Falling launch costs, private-sector innovation, and growing strategic investment are expanding the range of commercial opportunities beyond Earth. In this week's , Stifel's Chief Investment Officer, Michael O'Keefe, explores how competition is accelerating the development of the space economy, the industries already benefiting from space-based technologies, and why investors should pay attention to a theme that could shape economic growth for decades.

https://stifel.info/SL100826

When the Art Gallery of Ontario acquired Portrait of a Lady Holding an Orange Blossom, curator Adam Levine couldn't resi...
10/07/2026

When the Art Gallery of Ontario acquired Portrait of a Lady Holding an Orange Blossom, curator Adam Levine couldn't resist a good mystery. Six years of archival digging, conservation work, crowdsourcing, and even a podcast later, the museum finally identified both the subject and the artist. Apparently, art history is just a very slow episode of CSI.

For more information on this and to read the full piece, click here: https://livesocial.seismic.com/aD4V_0

10/02/2026

Artificial Intelligence is no longer a future concept. It is already changing how individuals work, how businesses operate, and how value is created across the economy. In this week's , Stifel's Chief Investment Officer, Michael O'Keefe, explores how competition and free markets accelerated the development of AI, the growing debate around regulation and misuse, and why he continues to believe AI has the potential to boost productivity and support long-term economic growth.

https://stifel.info/SL100226

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1420 Neal Street, Suite 203
Cookeville, TN
38501

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