The Jefferis Financial Group - Stifel

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

With over 40 years of industry experience, The Jefferis Financial Group is pleased to offer a personalized experience designed to address the financial needs of each client throughout every phase of life. We believe that every client is unique, and we consistently assess the financial well-being of our clients to provide service that aligns with their values, as well as our own.
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Stifel

Financial Corp. Stifel Financial Corp. 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.

07/01/2024

Before you react to fluctuations in the market, consider this.

6: The number of quarterbacks selected in the first round of this year's NFL draft, tying a record. All six were selecte...
05/09/2024

6: The number of quarterbacks selected in the first round of this year's NFL draft, tying a record. All six were selected within the first 12 picks. For more information on this and to read the full piece, click below.

A breezy, lighthearted approach to our insights

02/26/2024

We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to pursue both short- and long-term strategies.

A key part of retirement planning is to answer the question, "How much should I save for retirement?" The answer varies ...
12/15/2023

A key part of retirement planning is to answer the question, "How much should I save for retirement?" The answer varies by individual, and it depends mostly on your income now and the income needed to support the lifestyle you want in retirement. Experts suggest a couple of strategies to consider to help you avoid potential pitfalls.

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A decline in your portfolio can be painful. It may even tempt you to pull money out of the market to avoid further losse...
11/07/2023

A decline in your portfolio can be painful. It may even tempt you to pull money out of the market to avoid further losses. By the time you realize a rebound is underway, the best time to get back into the market may have already passed. In fact, missing the 10 best trading days over the past 20 years would have reduced your annual returns by 4.2% (annualized).

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If you are not engaging in year-end tax planning, you could be leaving money on the table.
10/31/2023

If you are not engaging in year-end tax planning, you could be leaving money on the table.

www.stifel.com

On average, 20 people are abused by an intimate partner every minute. In 99% of domestic violence cases, financial abuse...
10/24/2023

On average, 20 people are abused by an intimate partner every minute. In 99% of domestic violence cases, financial abuse also occurs. Financial abuse includes behaviors to intentionally manipulate, intimidate, and threaten the victim in order to entrap that person in the relationship. It is often cited by victims of abuse as the main reason they stayed with, or returned to an abusive partner. If you or anyone you know are experiencing abuse, please see warning signs and resources below:

The National Domestic Violence Hotline: (800) 799-7233, TheHotline.org

When a spouse passes away, Social Security will pay survivor benefits to the surviving spouse for the remainder of his o...
10/17/2023

When a spouse passes away, Social Security will pay survivor benefits to the surviving spouse for the remainder of his or her life.

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As year-end approaches, it's important to take time to make an assessment of your financial situation and look into impl...
10/11/2023

As year-end approaches, it's important to take time to make an assessment of your financial situation and look into implementing strategies before the end of the year that could potentially benefit you during tax season and in the coming year.

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We've all heard the saying, "It's not about timing the market, but about time in the market." The graph below illustrate...
09/26/2023

We've all heard the saying, "It's not about timing the market, but about time in the market." The graph below illustrates what could hypothetically happen to an investor's return if they were to miss the best 5, 10, 20, and 30 days.

Most people do not know how to go about updating their financial plan. Here are a few steps you can take to help ensure ...
09/05/2023

Most people do not know how to go about updating their financial plan. Here are a few steps you can take to help ensure a successful financial plan update.

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As illustrated by the chart, the same asset class is rarely the best performing in consecutive years.
08/29/2023

As illustrated by the chart, the same asset class is rarely the best performing in consecutive years.

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12800 University Drive, Suite 300
Fort Myers, FL
33907

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+17408151044

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