The Power Wealth Management Team - Stifel

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The Power Wealth Management Team - Stifel

We take a different approach to wealth management. It involves understanding your financial goals, motivation, and how you picture your legacy.

Our goals-based approach enables us to find strategies that are built to your unique, ever-changing situation.

08/04/2026

Happy Birthday to Christine O’Brien!
Today, Charlotte Hamilton (Christine’s sister), Christine and I enjoyed a wonderful trip down memory lane at Bellerive, where the sisters spent so much of their childhood. Their mother was an incredible golfer and an 8-time Bellerive Female Club Champion - a truly remarkable legacy!
A beautiful birthday lunch!

07/22/2026

¡Campeones! Spain defeated Argentina 1-0 after extra time to win the 2026 World Cup, with substitute Ferran Torres scoring the game-winning goal. It marked Spain's first World Cup title since 2010! The tournament also made history off the pitch with the World Cup's first-ever halftime show, featuring stars like Justin Bieber and Shakira, making it a celebration of football, music, and love.

For more information on this and to read the full piece, click here:
https://livesocial.seismic.com/aq13lf

07/20/2026

Topline growth maintained an adequate 2% pace at the start of the year, propelled by positive investment flows, particularly within technology. Ongoing consumer strength also contributed to solid activity early on, which is a reflection of still-decent labor market conditions.

Read more in this week's Economic Insight from Stifel's Chief Economist, Lindsey Piegza, PhD,: https://livesocial.seismic.com/akirfG

07/15/2026

Second quarter earnings season is about to begin, and it arrives at an interesting moment. Companies are expected to grow earnings by roughly 24% year over year – a remarkably strong pace.

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

07/13/2026

The U.S. consumer continues to be resilient despite uncertainty and challenges in the economy. This is due, in good part, to decent labor market conditions.

The consumer, however, is not on unshakable footing as falling household savings may eventually become a drag on spending. "Buy Now, Pay Later" payment options and other inorganic factors, such as 401(k) hardship withdrawals and intergenerational wealth transfers, are deflecting some of those headwinds for now, but eventually rising household debt could pose problems for consumers.

Read more in Economic Insight from Stifel's Chief Economist, Lindsey Piegza, Ph.D, here: https://livesocial.seismic.com/awtIUr

07/10/2026

A new tax-deferred IRA for under 18! Checkout the link to read more. Reach out to me at barry.power.stifel.com to see how a trump account may fit into your wealth strategy. https://livesocial.seismic.com/aX4shI

07/08/2026

If interning feels like a competitive sport this summer, that's because it is – and no arena is tougher than New York. NYC is the most competitive city in the country to land an internship, with each posting drawing roughly 10.3 applicants a day, more than 600 over a typical 60-day window.

For more information on this and to read the full piece, click here: https://livesocial.seismic.com/a6hGaE

07/01/2026

This Saturday, America turns 250 – the semiquincentennial (try saying that three times fast), marking two and a half centuries since the Declaration of Independence.

For more information on this and to read the full piece, click here: https://livesocial.seismic.com/aio8rP

06/24/2026

The Federal Reserve met last week and did what it has done all year: nothing. Rates stayed in the 3.50%-3.75% range, marking a fourth straight hold and an outcome that markets had already priced in. The real story was not the decision. It was what the Fed said about the future.

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

06/22/2026

In this week's Economic Insight, Stifel's Chief Economist, Lindsey Piegza, Ph.D, takes a closer look at the latest Fed decision and the outlook for monetary policy.

Watch the full report below.

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63131

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