Trey Coleman, AAMS, First Vice President/Investments - Stifel

04/20/2026

In this month's Investment Strategy Brief, Stifel's Chief Investment Officer, Michael O'Keeffe, discusses environmental headwinds and tailwinds in 2026, especially around the Middle East conflict and artificial intelligence.

https://stifel.info/ISB042026

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03/18/2026

Day-to-day attention on the U.S./Israel war with Iran naturally focuses on tactical issues, including oil prices and economic/market implications. In this month's Investment Strategy Brief from our CIO Office, we unpack these tactical considerations and also offer four possible scenarios for an end to this war.

https://stifel.info/ISB031826

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02/19/2026

As artificial intelligence optimism builds, markets are reacting with bouts of "sell now, ask questions later" volatility in industries viewed as potential AI targets. In this month's Investment Strategy Brief, our CIO Office explores what's driving these moves and advise to stay the course with a disciplined process grounded in fundamentals.

https://stifel.info/ISB021926

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01/19/2026

When we sat down to write Outlook 2026: Rewiring Growth, one theme stood out above the rest: consensus in Washington. Just kidding. Of course, it was artificial intelligence. AI dominated headlines throughout 2025, and we expect that momentum to carry straight into 2026.

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

01/15/2026

The deadline to submit your 2025 tax returns is Wednesday, April 15, 2026. Review the suggestions below to ensure you're prepared for this year's tax season. Click here for a full document checklist: https://livesocial.seismic.com/aDIXvS

01/12/2026

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11/04/2025