Baroway Financial Group - Stifel

Baroway Financial Group - Stifel Holly M. Baroway - Managing Director/Investments

"After Hours By Appointment Only"
/*********/
Stifel Financial Corp. Stifel Financial Corp.

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

Join us June 24 at 4 PM ET for a NextGen Voices webinar featuring Tom Michaud, President & CEO of KBW. Get practical ins...
06/19/2026

Join us June 24 at 4 PM ET for a NextGen Voices webinar featuring Tom Michaud, President & CEO of KBW. Get practical insights on standing out early, making smart career decisions, building relationships, and staying resilient through industry cycles.

Register now: https://livesocial.seismic.com/atlWEd

The Knicks pulled off one of the biggest comebacks in NBA Finals history, erasing a 29-point deficit.For more informatio...
06/17/2026

The Knicks pulled off one of the biggest comebacks in NBA Finals history, erasing a 29-point deficit.

For more information on this and to read the full piece, click here: https://livesocial.seismic.com/aHk9_u

A Disclaimer Trust is a flexible estate tax planning strategy that enables married couples to better manage the potentia...
06/17/2026

A Disclaimer Trust is a flexible estate tax planning strategy that enables married couples to better manage the potentially competing objectives of reducing estate tax exposure and cost basis income tax planning.

Take a look at a primer on Disclaimer Trust planning here: https://livesocial.seismic.com/adfNtx

I am honored to have been named to AdvisorHub's 2026 Advisors to Watch. Congratulations to all of the other nominees!Adv...
06/16/2026

I am honored to have been named to AdvisorHub's 2026 Advisors to Watch. Congratulations to all of the other nominees!

AdvisorHub’s Advisors to Watch rankings are based on the 12-month period ending December 31 of the year prior to publication and selected from a pool of nominations as indicated in the methodology. The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance.
For more information, see
stifel.com/newsletters/adgraphics/disclosures/awards-disclosures.pdf.

IRA rules are designed to discourage early distributions, and in most cases a 10% penalty is imposed on distributions ta...
06/15/2026

IRA rules are designed to discourage early distributions, and in most cases a 10% penalty is imposed on distributions taken prior to reaching age 59½.

Explore the law's exceptions to the penalty and see what they include:
https://livesocial.seismic.com/a-5h0P

Jaelin Kauf has built her career in one of freestyle skiing's most demanding disciplines. Along the way, she has learned...
06/15/2026

Jaelin Kauf has built her career in one of freestyle skiing's most demanding disciplines. Along the way, she has learned that success is about far more than just results.

Read more here: https://livesocial.seismic.com/aD1CAS

Asset allocation defines how investments are structured. Diversification defines how they're selected. Together, they pl...
06/13/2026

Asset allocation defines how investments are structured. Diversification defines how they're selected. Together, they play a role in how portfolios navigate potential market shift over time.

Explore how asset allocation and diversification can help shape your portfolio approach:
https://livesocial.seismic.com/aRVALo

Understanding your retirement expenses can help you prepare for what's ahead. Balancing needs, wants, and wishes can hel...
06/12/2026

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/aBBnf7

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/amwk7b

Multi-generational estate planning is about more than passing wealth – it's about creating an enduring financial legacy ...
06/09/2026

Multi-generational estate planning is about more than passing wealth – it's about creating an enduring financial legacy designed to help protect assets and minimize taxes for generations to come.

View the key features of a building a multi-generational estate plan: https://livesocial.seismic.com/ati2HZ

Address

201 Columbine Street, Suite 250
Denver, CO
80206

Telephone

+17204095346

Website

Alerts

Be the first to know and let us send you an email when Baroway Financial Group - Stifel posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Baroway Financial Group - Stifel:

Shortcuts

Featured

Share

Category