Minas Sabau Porterfield Group - Stifel

06/17/2026

Life, liberty, and the pursuit of happiness offer a framework for understanding freedom today. Applied to finances, they help define financial independence through your needs, wants, and goals, guiding decisions that align with what matters most.

Explore the full newsletter to see how this approach can shape your financial planning decisions:
https://livesocial.seismic.com/aSncGD

06/17/2026

🌟 We're excited to share some great news! 🌟
We're thrilled to welcome Jimmie Shifflett as our summer intern with the Minas Sabau Porterfield Group!

Jimmie is a rising senior at Valparaiso University, majoring in Finance. He has a strong interest in stocks and enjoys learning about different ways to invest and grow his financial knowledge.

Outside of the classroom, Jimmie runs his own small business, Neighbor Labor, where he helps others with yard work and manual labor. He's also a big sports fan and enjoys playing basketball and golf in his free time.

We're excited to have Jimmie on the team this summer—please join us in giving him a warm welcome! 🤝✨

06/15/2026

Let's face it, nearly everyone will encounter healthcare costs in their lifetime. And, with life expectancy increasing, there may be a greater need for money to pay for medical bills during retirement years.
Review how HSAs can be used to cover healthcare costs and support long-term planning, including their tax considerations. Click the link to explore the details:
https://livesocial.seismic.com/-AVdC https://livesocial.seismic.com/aWJI3y

06/12/2026

Many people don't feel confident making their own decisions when it comes to their retirement accounts. Let us help do the work with you—ask us how to get started!

06/10/2026

A strong investment strategy isn't just about picking the "right" investments—it's about how everything works together.

Diversification helps spread risk across different asset classes, while proper asset allocation aligns your portfolio with your long-term goals, time horizon, and comfort with market volatility.

In this piece from Stifel, you'll see how combining stocks, bonds, and other asset classes can help:
✅ Smooth out market ups and downs
✅ Reduce overall portfolio risk
✅ Support more consistent long-term growth

Whether you're building your portfolio or reviewing your current strategy, understanding these fundamentals is essential.

If you'd like help reviewing your current allocation or making sure you're properly diversified, feel free to reach out—we're here to help.

https://livesocial.seismic.com/aRAWCU

06/08/2026

Equities came under pressure as resilient labor data and renewed energy price risks forced investors to reconsider the Federal Reserve's next move.

Read more here: https://livesocial.seismic.com/a8UDwA

06/05/2026

Join us in congratulating our high school intern, Addison Sabau, on her graduation! 🎓 She'll be heading to Indiana University this fall, and we couldn't be more excited for her next chapter.

As Addison's internship with us comes to a close, be sure to wish her well and say goodbye before she heads off—she'll be greatly missed!

06/01/2026

Understanding your retirement expenses can help you prepare for what's ahead. Balancing needs, wants, and wishes can help support your lifestyle and legacy.

Complete our Retirement Income Workbook here: https://livesocial.seismic.com/aPswVg

05/29/2026

🌟 We're excited to share some great news! 🌟

As our business continues to grow, we're thrilled to welcome Ray as our summer intern with the Minas Sabau Porterfield Group!

Ray is a rising senior at Xavier University in Cincinnati, majoring in Finance. He's drawn to finance because of its constantly changing nature and enjoys the challenge of putting the pieces together.

Outside of the classroom, Ray is a Division I collegiate golfer and part of a team that recently won the Big East Championship for the first time in 20 years.

We're excited to have Ray on the team this summer, please join us in giving him a warm welcome! 🤝✨

05/22/2026

A growing trend is emerging—many Gen X Americans are delaying retirement, often due to financial uncertainty and rising costs. It's a powerful reminder that without a clear plan, even those nearing retirement can feel unprepared and behind.

At the Minas Sabau Porterfield Group, we are committed to helping you take control of your financial future—whether you're just starting out, in your peak earning years, or approaching retirement. A thoughtful, personalized strategy can make all the difference in building confidence and staying on track.

If this resonates with you, let's connect. Having a plan—and the right team behind you—can help turn uncertainty into clarity and long-term confidence.

hrexecutive.com