Robert G. Walker, Financial Advisor - Stifel

10/09/2026

The third quarter brought continued economic growth and gains in U.S. equities, even as renewed conflict in the Middle East pushed energy prices higher and persistent inflation prompted the Federal Reserve to raise rates. In this edition of Quarterly Market Perspectives, we examine how these developments are shaping our year-end outlook and what they could mean for investor positioning.

Read the full piece here: https://livesocial.seismic.com/a5sJcr

09/23/2026

https://livesocial.seismic.com/aTQr4f

09/21/2026

In this month's Investment Strategy Brief, our CIO Office unpacks numerous crosscurrents in the current environment, including Iran/oil prices, inflation/Federal Reserve policy, fiscal trajectory/elevated rates, and artificial intelligence infrastructure/deployment.

Read the full report here: https://stifel.info/ISB092026

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09/11/2026

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

08/18/2026

Serving as an executor can involve a range of responsibilities and important decisions. Understanding the process can help you navigate key tasks and timelines with greater confidence.

View the guide for an overview of estate administration steps and considerations:
https://livesocial.seismic.com/aVslhr

08/16/2026

Living on your own is a major milestone, but it takes more than just signing a lease. In this video, you'll learn how to build a realistic budget, plan for unexpected costs, and manage the responsibilities that come with independence. Understanding the full picture now can help you avoid stress later. Press play and set yourself up for success!

08/15/2026

Many people have hobbies - things they enjoy doing in their spare time - and some even make a little extra money from them. However, there's a difference between a hobby and a business, especially how each is treated when it comes to filing taxes.

Learn more here: https://livesocial.seismic.com/aL_Gkk

08/14/2026

Serving as an executor can involve a range of responsibilities and important decisions. Understanding the process can help you navigate key tasks and timelines with greater confidence.

View the guide for an overview of estate administration steps and considerations:
https://livesocial.seismic.com/aadmtU

08/12/2026

Reduce paper clutter and help make managing your finances easier. Switch to electronic delivery for statements, tax forms, and more, all in one secure place with Wealth Tracker. Ready to make the change?

Update Your Delivery Preferences Today! https://livesocial.seismic.com/aOKlvS

07/30/2026

This month, Stifel's Chief Investment Officer, Michael O'Keeffe shares a mid-summer update across five fronts: the path forward after the U.S.-Iran peace agreement, an economy resilient despite risks, a "higher for longer" rate backdrop, equity valuations and earnings in focus, and the long-term themes – led by artificial intelligence – defining the future.

Read the full report here: https://stifel.info/ISB072026

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