Jonathan Stewart, Senior Vice President/Investments - Stifel

06/19/2022

Happy Father's Day!

"Dad: A son's first hero, a daughter's first love." - Unknown Wishing you and your family all the very best!

06/15/2022

In recognition of , Stifel is working to help educate clients on the threat of elder financial abuse. Read more here: https://stifel.info/Elder-Abuse

06/02/2022

Children grow up fast – have you considered how to help them pay for their higher education expenses? is a great reminder that their college savings could be growing alongside them. https://bit.ly/3u1L8nB

05/30/2022

Happy Memorial Day

Today we honor and remember those who gave their lives for our country.

05/23/2022

We are excited to continue our commitment to college golf as presenting sponsor of the Haskins and ANNIKA Awards, which honor the year’s most outstanding collegiate golfers.

We are excited to continue our commitment to college golf as presenting sponsor of the Haskins and ANNIKA Awards, which honor the year’s most outstanding collegiate golfers. “Simply, we at Stifel support amateur golf because it optimizes focus, dedication, and commitment to excellence.” – Ro...

05/08/2022

Happy Mother's Day!

From all of us at Stifel

05/06/2022

Happy Mother's Day

A very happy Mother’s Day to all those who have carried a child, loved a child, raised a child, lost a child. We celebrate those women at every phase of their journey. From those who are just beginning to those who have seen their children grow. And to every mom, stepmom, and bonus mom in between.

05/04/2022

Portfolios are often thought of as consisting of traditional investments like stocks and bonds, but they may also include a broad array of other assets. You can view your portfolio on the Holdings page of the Wealth Tracker app.

04/21/2022

PayPal and Venmo Taxes: Tax Rules for Cash Apps and 1099-K Form Explained

The P2P (peer-to-peer) payment apps have soared in popularity in recent years. With players like Venmo, PayPal ( () - ( Get PayPal Holdings, Inc. Report), Apple Pay (), Tencent (TCTZF ) ) (and so many more) some experts say the market will grow another 20% in 2022.

04/16/2022

Happy Easter!

Enjoy today with loved ones!