Leavell Cooper Advisory Team - Stifel

10/14/2026

This year we surveyed over 150 of Stifel's summer interns to learn more about the preferences, spending habits, and perceptions of the next generation of consumers. The survey questions were based largely around investment themes that we see influencing the direction of the economy and markets long term.

View the full survey findings here: https://livesocial.seismic.com/atsu4e

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/aRw6PM

10/07/2026

The sooner you invest, the longer your money could potentially grow through compounding. Time in the market could turn steady contributions into substantial savings. Don't wait – start today.

Click here to learn more:
https://livesocial.seismic.com/aiWe5r

10/06/2026

Sherry and Amy recently had the opportunity to participate in The Greatest Give Back through Metro United Way, joining others from the Louisville office to pack laundry care kits for local families. We're grateful for the opportunity to lend a hand and support our community!

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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09/18/2026

Five years of supporting the Leopard Loop!

We're so grateful for our local schools and the teachers and staff who do so much for our kids and our community. We also love having opportunities to get involved, give back, and serve alongside them.

Sherry and Amy had a great time at this year's walk, especially with a couple of Amy's little Leopards.

09/03/2026

🎉 Join us in wishing a very Happy 30th Birthday to McKenna! 🎉

McKenna is an important part of the Leavell Cooper Advisory Team, serving our clients with professionalism, care, and a smile every day. We're grateful for her hard work, dedication, and the positive energy she brings to our team.

We hope your 30th birthday is as amazing as you are, McKenna. Here's to a wonderful year ahead!

08/18/2026

Custodial accounts at Stifel Trust offer a convenient, cost-effective solution for clients with various record-keeping and payment-related needs.

Learn more Stifel Trust's Custodial Services here: https://livesocial.seismic.com/a4O1Td

08/12/2026

Understanding your retirement expenses can help you prepare for what's ahead. Balancing needs, wants, and wishes can help support your lifestyle and legacy.

Complete our Retirement Income Workbook here: https://livesocial.seismic.com/atR5kD

08/04/2026

Should you contribute to a Traditional IRA or a Roth IRA?

Traditional and Roth IRAs both provide significant potential tax benefits. Contribution to one or the other depends on several factors that could potentially impact your personal financial situation, including the current tax framework.

Click here to view a Roth vs Traditional IRA savings scenario:
https://livesocial.seismic.com/aZ46iu