Robert G. Walker, Financial Advisor - Stifel

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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07/13/2026

A Credit Shelter Trust (also known as a Family Trust or Bypass Trust) is a commonly used estate tax planning strategy among married couples.

Take a look at a primer on Credit Shelter Trust planning here: https://livesocial.seismic.com/a-bUIZ

07/12/2026

Elderly individuals are often targeted by online scammers seeking to exploit their trust and unfamiliarity with technology. Here are five actionable tips to help shield them from online scams: https://livesocial.seismic.com/aZg_eH

07/11/2026

Good things come to those who wait, but great things come to those who swing. ⚾

And at Stifel, we help you know when. After all, your success is our success.

07/10/2026

Proud to be backed by a firm ranked #1 in Employee Advisor Satisfaction for four consecutive years! This recognition reflects the strength of the platform, resources, and support available to us, helping us deliver thoughtful guidance and comprehensive financial solutions to our clients.