Pathway Advisory Group - Stifel

Pathway Advisory Group - Stifel After hours by appointment only. Stifel Financial Corp. is the parent company of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE.

Pathway Advisory Group

Michael Rose, Vice President/Investments
Scott Gillespie, CFP®, Vice President/Investments
Patty Horner, Senior Registered Client Service Associate
Ryan Rose, Registered Client Service Associate
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le law. 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. Stifel is not responsible for content posted by third parties. Statements and messages are for U.S. residents only and are subject to the following terms: www.stifel.com/disclosures.

Federal Reserve Chairman Jerome Powell's decision to remain on the Federal Reserve Board carries political risk for the ...
05/01/2026

Federal Reserve Chairman Jerome Powell's decision to remain on the Federal Reserve Board carries political risk for the Trump administration and the banking industry. If Powell does not resign from the Board by the end of 2026 and if control of the Senate flips to the Democrats, then President Trump might find himself unable to fill the seat for the remainder of his term. In the latest Potomac Perspective, Brian Gardner, Stifel's Chief Washington Policy Strategist, discusses why that has implications for the administration's bank regulatory agenda.

Read the full piece here: https://livesocial.seismic.com/a9I6IW

Amid the many headlines affecting markets in recent weeks, one we've been following closely is the nomination hearing fo...
04/29/2026

Amid the many headlines affecting markets in recent weeks, one we've been following closely is the nomination hearing for Kevin Warsh as Federal Reserve Chair, which offered early insight into how he might lead the Fed.

For more information on this and to read the full piece, click here: https://livesocial.seismic.com/aFU7v2

Airlines are loving full planes but grappling with higher costs, particularly jet fuel prices, which have surged amid th...
04/22/2026

Airlines are loving full planes but grappling with higher costs, particularly jet fuel prices, which have surged amid the U.S./Israel-Iran conflict. Naturally, that pressure shows up in higher ticket prices, baggage fees, and possibly your blood pressure.

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

In the latest Potomac Perspective, Brian Gardner, Stifel's Chief Washington Policy Strategist, examines two major policy...
04/20/2026

In the latest Potomac Perspective, Brian Gardner, Stifel's Chief Washington Policy Strategist, examines two major policy developments shaping this week in Washington: Kevin Warsh's confirmation hearing and the Senate's progress on a reconciliation bill.

Read more in Potomac Perspective: https://livesocial.seismic.com/aIaiCS

In the latest Potomac Perspective from Brian Gardner, Stifel's Chief Washington Policy Strategist, we explain that Trump...
04/15/2026

In the latest Potomac Perspective from Brian Gardner, Stifel's Chief Washington Policy Strategist, we explain that Trump cannot easily replace Powell until Warsh is confirmed. They also doubt the president can remove Powell as the Federal Open Market Committee Chair.

Read more in Potomac Perspective: https://livesocial.seismic.com/aU8jxC

"It's a bright spot on the moon, and we would like to call it Carroll."– Artemis II astronaut Jeremy Hansen on naming a...
04/15/2026

"It's a bright spot on the moon, and we would like to call it Carroll."
– Artemis II astronaut Jeremy Hansen on naming a moon crater after the mission commander's wife, who passed away in 2020.

For more information on this and to read the full piece, click here: https://livesocial.seismic.com/a6RVIS

When it comes to artificial intelligence and the job market, headlines tend to swing between "The Robots Are Coming" and...
04/08/2026

When it comes to artificial intelligence and the job market, headlines tend to swing between "The Robots Are Coming" and "Everything Is Fine." In reality, the picture is much more nuanced and a lot more human. While technology is changing how we work, it isn't hitting every industry at the same speed.

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

The 2026 primary season is in full swing, so it's time to take our first look at the midterm elections. The House is lik...
04/06/2026

The 2026 primary season is in full swing, so it's time to take our first look at the midterm elections. The House is likely to flip to the Democrats. In the Senate, Republicans are currently favored to keep the Senate, but a shift in voter sentiment in key states could flip that chamber, too.

Click here to read more in Potomac Perspective from Brian Gardner, Stifel's Chief Washington Policy Strategist: https://livesocial.seismic.com/aZM10f

A second reconciliation bill might be back on the table as Republicans figure out how to approve additional funds for de...
04/01/2026

A second reconciliation bill might be back on the table as Republicans figure out how to approve additional funds for defense and reopen the Department of Homeland Security. If Republicans pursue reconciliation, then additional tax cuts could also be on the table. So could offsets. In anticipation of upcoming negotiations over a reconciliation bill, we list a few "pay-fors" that might be floated. Even if these proposals are not adopted, investors should expect increased headline risk in the coming weeks and months.

Click here to read more in Potomac Perspective from Brian Gardner, Stifel's Chief Washington Policy Strategist: https://livesocial.seismic.com/aIPmy1

Remember when tokens were just how many games you could play at the arcade? We've come a long way. Today, "tokens" might...
04/01/2026

Remember when tokens were just how many games you could play at the arcade? We've come a long way. Today, "tokens" might mean spins of Wheel of Fortune … or the basic building blocks artificial intelligence uses to read, think, and respond.

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

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