Mitch Lane, Financial Advisor - Stifel

05/25/2026

On this Memorial Day, we honor those who made the ultimate sacrifice in service to our country. Stifel and the markets will be closed today in remembrance.

04/21/2026

Not every blueberry is ready at the same time.

Some take patience. Some require looking a little deeper.

Long-term investing works the same way. Real growth doesn't happen all at once, and the best results often come from staying disciplined while others rush past what isn't "ready" yet.

Pictured: two very patient (and curious) helpers learning that good things take time!

03/16/2026

Thoughtful philanthropy is about more than giving — it's about intention, impact, and efficiency.

For high‑net‑worth individuals and families, charitable giving can be a powerful tool not only to support meaningful causes, but also to enhance tax planning and long‑term estate strategy.

If you're already giving — or considering doing so — without a defined financial framework, there may be opportunities to align your generosity with greater tax efficiency in 2026 and beyond.

With the right planning, charitable strategies can:

- Reduce current and future tax exposure
- Support multi‑generational legacy goals
- Integrate seamlessly into a broader estate plan

We've put together a guide outlining charitable giving strategies and how they may complement a sophisticated wealth plan.
If philanthropy is part of your family's values, it deserves the same level of planning and care as the rest of your financial life.
https://livesocial.seismic.com/3Tp2c

11/11/2025

Happy Veterans Day to all those who sacrifice so much to keep our country safe and strong. The Remey Wealth Advisory Group thanks you for your service!

09/08/2025

Saving for education costs is a relevant topic for my family and so many of our friends in a similar phase of life. Whether you are a parent to young children or a grandparent looking for tax-efficient ways to pay for education, a 529 Plan could be a great option.

Tax-free growth potential, K–12 tuition, apprenticeships, and even student loan repayment, 529 Plans offer flexibility and long-term value potential.
Click the link to explore the full breakdown and see how a 529 Plan might fit into your financial strategy.
https://livesocial.seismic.com/azWR_M

09/05/2025

A big, beautiful, busy fall is on tap in the policy world with numerous implications for the financial markets. Washington will try to avoid a government shutdown (which is typically a political event but not a market one). Policymakers will also be looking at changes in the composition of the Federal Reserve Board, which is expected to have implications for monetary policy. Click here to read more: https://livesocial.seismic.com/brM3L https://livesocial.seismic.com/aI9ocF

07/16/2024

07/15/2024

I am excited to announce that, earlier this year, I joined The Remey Wealth Advisory Group of Stifel. With a team approach to comprehensive wealth planning, we are able to blend our unique backgrounds to strive to provide our clients with the highest quality wealth management services. Stay tuned for the release of our new website!

03/20/2024

A beautiful Saturday spent on the golf course as sponsors of The Warrior Kids Foundation 6th Annual golf tournament! Our two client service associates, Robin and Hannah, brought along their sons to help volunteer. Team work makes the dream work!

02/08/2024

$9,800: The average ticket price for the upcoming matchup between Kansas City and San Francisco, the most expensive on record. For more information on this and to read the full piece, click below.

www.stifel.com