Thomas Nate, Financial Advisor - Stifel

10/15/2026

Reducing debt can be an important step toward potentially strengthening your overall financial picture. By creating a plan and staying consistent, you could help build momentum toward your long-term goals while gaining confidence along the way.

Learn more about debt management here: https://livesocial.seismic.com/a4bCWg

10/14/2026

To view Insights and Commentary from Stifel's CIO Office, click here: https://livesocial.seismic.com/agCqsN

10/08/2026

Do you know your net worth? Knowing your net worth can help you track progress, set goals, and make informed decisions about your money.

Fill out our Net Worth Worksheet here: https://livesocial.seismic.com/a0jHPd

10/07/2026

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/adkPGS

09/30/2026

With the 2026 midterm elections just six weeks away, investors are beginning to look beyond campaign headlines and toward the implications for markets and policy. In this week's , Stifel's Chief Investment Officer, Michael O'Keeffe discusses why divided government is likely to persist, how markets have historically behaved around midterm elections, and why the post-election policy environment may matter more than the election results themselves.

Read the full report here: https://livesocial.seismic.com/a8OOkK

09/29/2026

Equities rose last week despite Treasury yields climbing to their highest level since the global financial crisis, a move that reflects persistent inflation and the Federal Reserve's resolve to fight it – even as energy prices and a trade truce offer some offset.

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

09/25/2026

If you own an annuity, you may be approached about exchanging or replacing it with a new and "better" product. Because annuities can often be complex, you may struggle to distinguish legitimate opportunities from unsuitable pitfalls.

Learn more about owning annuities here: https://livesocial.seismic.com/aPUxp5

09/24/2026

To view Insights and Commentary from Stifel's CIO Office, click here: https://livesocial.seismic.com/aupy07

09/16/2026

Long-term interest rates have moved higher, with the 30-year Treasury yield reaching a level last seen nearly two decades ago, alongside similar moves across Europe and Japan. In this week's , Stifel's Chief Investment Officer, Michael O'Keeffe discusses what's driving longer-term yields higher, the growing role of the term premium, and what it could mean for investors going forward.

https://stifel.info/SL091126

09/15/2026

The Federal Reserve is widely expected to raise its benchmark interest rate by a quarter percentage point at its September meeting.

CNBC