Joseph Akers, Financial Advisor - Stifel

08/10/2026

Two meetings into Kevin Warsh's tenure as Fed Chair, a new communication framework is beginning to take shape. In this week's , our CIO Office discusses what the Fed's reduced forward guidance, more visible internal debate, and evolving approach to policy communication could mean for investors.

https://stifel.info/SL080626

08/07/2026

Artificial intelligence (AI) is increasingly becoming a tool for investors, yet a recent study highlights a clear preference for human guidance. While AI can assist with information gathering, data shows that many still seek the nuanced advice that only a financial advisor can provide. Only a small fraction of individuals express strong confidence in AI for financial decisions, suggesting that trust remains the cornerstone of effective planning.

The conversation around financial well-being is complex. Investors want clarity and reassurance, which often comes from human relationships. As AI evolves, its role may shift towards enhancing financial understanding while leaving critical decision-making to trusted advisors. Given these insights, the conversation about AI in finance is worth engaging with. It prompts a reevaluation of how technology and human expertise can coexist in financial decision-making.

Business News | Financial News | Stock Market Quotes - FOXBusiness.com

05/21/2026

On this Memorial Day, we honor those who made the ultimate sacrifice in service to our country. Stifel and the markets will be closed today in remembrance.

05/20/2026

Many families aspire to give their children a strong financial start, but understanding and determining the best path forward can be challenging. The One Big Beautiful Bill Act (OBBBA), signed into law on July 4, 2025, introduced a new option – the Trump Account.

Here are some of the important details surrounding these new accounts: https://livesocial.seismic.com/atOsJz

05/19/2026

Our Wealth Planning Department offers many services that can help effectively develop each client's personalized strategy.

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

05/18/2026

While most people diligently track other areas of personal wellness, they often neglect financial wellness. Use Stifel's Financial Wellness Assessment as a starting point to challenge you to make financial wellness a priority: https://livesocial.seismic.com/adttqw

05/15/2026

Tax-free growth potential, college tuition, K–12 tuition, apprenticeships, and even student loan repayment, 529 Plans offer flexibility and long-term value potential. Use 529 Day to review your plan or start planning on how to fund your child's education.

Read more:https://www.stifel.com/newsletters/adgraphics/pdf/wp/A-Parents-Guide-To-529-Plans.pdf and contact me to discuss your options.

04/10/2026

Conditions like heart attacks, strokes, or unexpected injuries could temporarily or permanently disrupt your ability to earn an income. Disability insurance could offer a safety net, replacing a portion of your income to help cover living expenses during recovery.

View more here: https://livesocial.seismic.com/aZn-K0

04/09/2026

Many investors focus on long-term saving issues such as planning for retirement and providing for the education of a child or grandchild. While accumulation of wealth is a primary concern, the protection and transfer of that wealth to future generations is often overlooked.

View your guide to Estate Planning here: https://livesocial.seismic.com/aWECkf

04/08/2026

In times of economic uncertainty, it may be important to maintain a diversified portfolio across multiple asset classes. You potentially have options to rebalance your portfolio.

Stifel can provide you with a customized Asset Allocation Analysis Report. If you would like assistance in determining your asset allocation plan, I invite you to contact me.

Learn more:https://www.stifel.com/newsletters/adgraphics/pdf/sf/Which-Asset-Class-is-Best.pdf