Tanner Wealth Management Group - Stifel

01/29/2026

The President signed the One Big Beautiful Bill Act (OBBBA) on July 4, 2025. This new law addresses the expiration of temporary provisions of the Tax Cuts and Jobs Act of 2017 (TCJA), makes changes to other tax laws, and creates some new tax provisions consistent with the President's campaign promises.

Whether for personal or business purposes, these changes could significantly influence your planning for 2025 and beyond.

Explore the full list of tax provisions and what they mean for you:
https://livesocial.seismic.com/aSLx6v

01/10/2025

According to the December 17-18 FOMC meeting minutes, Fed officials see "upside risks" to inflation with many noting that the "disinflationary process may have stalled temporarily or noted the risk that it could." To read more, click below.

amazonaws.com

12/25/2024

Happy Holidays!

12/24/2024

Wishing you a joyful holiday season, and a Happy New Year!

12/18/2024

Stifel Chief Economist Lindsey Piegza expects the Federal Reserve to cut rates in December and then three more times in 2025. On "Bloomberg Surveillance," Piegza says the Fed does not have inflation in a "choke hold" yet.

bloomberg.com

11/27/2024

In the spirit of Thanksgiving, I wanted to take a moment to express my gratitude for my professional community. Your support, insights, and encouragement mean so much to me. Here's to continued success together! Happy Thanksgiving!

10/11/2024

In a highly anticipated move, the Federal Reserve has cut interest rates by 0.5 points, in response to evolving economic conditions. This decision, aimed at stimulating growth and counteracting slowing inflation, marks a strategic shift in monetary policy as the central bank seeks to ensure sustained economic stability.

Stifel Chief Economist Dr. Lindsay Piegza states, "The Committee, furthermore, anticipates an additional 50bps of cuts by year-end and a further 100bps in cuts in 2025. The Committee also lowered the IORB and the discount rate 50bps 4.90% to 5.00%, respectively."

Click here to read further:https://www.stifel.com/newsletters/adgraphics/pdf/CSM/Economic-Alert-Fed-Rate-Cut.pdf

10/10/2024

Throughout history, each wave of technological advancement has reshaped the way we live, work, and do business. For example, the personal computer led to unprecedented capabilities for productivity, communication, and the formation of new industries. The advent of the iPhone further transformed our lives by putting powerful computing and communication capabilities into our pockets, redefining how we connect, consume information, and navigate the world.

Now, standing at the brink of a new era, AI is emerging as the next transformative force.

Take a look at the thoughts and insights from the Stifel CIO Office in the most recent edition of Investment Strategy Brief here:https://www.stifel.com/Newsletters/AdGraphics/InSight/Research_Brief/Research_Brief_Ext.pdf

10/09/2024

Take a look at this quarter's Retirement Plans Quarterly Newsletter!

amazonaws.com

10/08/2024

At Stifel, we are committed to providing an entrepreneurial environment that encourages unconfined, long-term thinking. We reward hard-working team players who devote their energy and attention to client needs.

www.stifel.com

10/07/2024

Take a look as Stifel Chief Equity Strategist, Barry Bannister, joins CNBC's ‘Power Lunch' to discuss market outlooks, where he sees the S&P going, and more.

cnbc.com

08/30/2024

Take a look at the latest Weekly Economic Brief from Stifel's Chief Economist, Dr. Lindsey Piegza, Ph.D, which provides a summary of the key developments impacting the economy and financial markets.