Kimberly K. Savoie, CFP, Vice President/Investments - Stifel

Kimberly K. Savoie, CFP, Vice President/Investments - Stifel After Hours By Appointment Only
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and its affiliated companies (“Stifel”) reserve the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. 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. Statements and messages are for U.S. residents only and are subject to the following terms: www.stifel.com/disclosures.

Do you contribute to an HSA? Health Savings Account (HSA) contribution limits have increased for 2026.To view the full H...
09/16/2026

Do you contribute to an HSA? Health Savings Account (HSA) contribution limits have increased for 2026.

To view the full HSA Fact Sheet for 2026, click here: https://livesocial.seismic.com/a0bpDb

Have you recently received an unexpected windfall? Have you considered what to do with it? Whether your windfall came fr...
09/11/2026

Have you recently received an unexpected windfall? Have you considered what to do with it? Whether your windfall came from an inheritance, a lucky scratch-off ticket, or an unexpected bonus, it may provide you with a great opportunity to improve your overall financial situation.

View some things to consider helping you maximize the opportunity at hand:
https://livesocial.seismic.com/aZo49K

Please take a moment to remember those who lost their lives on 9/11. We will never forget.
09/11/2026

Please take a moment to remember those who lost their lives on 9/11. We will never forget.

Imagine if one of the world's busiest highways suddenly became unpredictable. That's roughly what global shipping is dea...
09/09/2026

Imagine if one of the world's busiest highways suddenly became unpredictable. That's roughly what global shipping is dealing with. Tensions around the Strait of Hormuz, one of the world's most important energy chokepoints, have added another complication to a shipping network already navigating disruptions around the Red Sea.

For more information on this and to read the full piece, click here: https://livesocial.seismic.com/aPMeb6

The Stifel Wealth Strategist Report® is a comprehensive financial plan providing in-depth analysis on critical issues su...
09/08/2026

The Stifel Wealth Strategist Report® is a comprehensive financial plan providing in-depth analysis on critical issues such as retirement planning, asset allocation, estate preservation and funding, insurance needs, and education funding.

View what the report may consist of here:
https://livesocial.seismic.com/aH6XJU

09/08/2026

In this week's Economic Insight, Stifel's Chief Economist, Lindsey Piegza, Ph.D takes a closer look at the latest August payrolls report and what it means for future Fed policy.

America's debt situation has been getting plenty of attention lately, and this isn't the first debt drama in history. Ne...
09/02/2026

America's debt situation has been getting plenty of attention lately, and this isn't the first debt drama in history. Nearly 500 years ago, Henry VIII faced a budget problem ... His strategy? Quietly reduce the amount of gold and silver in England's coins while keeping their face value the same. People eventually caught on, and the episode became one of history's earliest examples of currency debasement.

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

U.S. equities closed in August near record highs as strong artificial intelligence-related earnings outweighed mid-month...
09/01/2026

U.S. equities closed in August near record highs as strong artificial intelligence-related earnings outweighed mid-month jitters over rising long-term yields and questions about the durability of AI spending.

Read the full piece here:https://livesocial.seismic.com/aD4Joi

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