Casey Meixelsperger, Financial Advisor - Stifel

09/04/2026

Are you meeting with your attorney to review your estate plan? Review our helpful time-saving hints so you can be better prepared to make the most of your time.

Learn more about important estate plan considerations here: https://livesocial.seismic.com/aDN6pg

09/03/2026

The House passed a spending bill that will fund the government through December 11. In doing so, it finished most of the legislative business through the November midterms. In this Potomac Perspective, Brian Gardner, Stifel's Chief Washington Policy Strategist, takes a look at the few matters that might be considered by Congress in September as well as some items that are expected to be considered during the lame duck session.

Read more here: https://livesocial.seismic.com/a54TrP

09/03/2026

In this issue of the Wealth Planning Newsletter, explore how insurance, financial planning, and estate and tax planning strategies can help individuals and families navigate each stage of the road ahead.

View the full newsletter here: https://www.stifel.com/Newsletters/AdGraphics/FlipBooks/_Periodicals/Wealth-Planning-Newsletter/Current/index.html https://livesocial.seismic.com/aQk6a6

09/02/2026

Equifax has announced a proposed $100 million settlement due to a coding error that led to inaccurate credit scores affecting roughly 4 million individuals in 2022. This error impacted consumers applying for mortgages, auto loans, or credit cards. The settlement, currently awaiting final court approval on January 22, 2027, aims to compensate those who faced adverse credit decisions due to the misreported scores.

While the details for eligibility and claims processes are forthcoming, it will be important for those potentially affected to keep relevant records until more information becomes available. This situation underscores the significant impact that credit accuracy can have on financial opportunities. Understanding the ongoing developments is beneficial for anyone who applied for credit during the specified period.

Kiplinger

09/01/2026

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/aSTT6S

09/01/2026

U.S. equities closed in August near record highs as strong artificial intelligence-related earnings outweighed mid-month jitters over rising long-term yields and questions about the durability of AI spending.

Read the full piece here:https://livesocial.seismic.com/aJL88K

08/31/2026

We are pleased to share 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.

Watch the full report here: https://livesocial.seismic.com/aoVwX9

08/31/2026

A Simplified Employee Pension Plan (SEP) combines the benefits of an employer-sponsored retirement plan with the simplicity of an IRA. Employers make deductible contributions directly to individual IRAs owned by each participant.

Read more about the Simplified Employee Pension Plan (SEP):
https://livesocial.seismic.com/aLrl9-

08/30/2026

Inheriting a legacy should feel empowering—not overwhelming. This video gives you a clear, approachable look at how inheritances work, how trusts protect assets, and what tax rules may come into play. You'll gain the knowledge you need to make smart decisions and honor what's been passed on to you. Press play to take the first step toward confidently managing your financial future.

08/29/2026

Think estate planning is only for older adults? Think again. This video shows how simple steps—like creating a will, trust, or healthcare directive—can give you and your loved ones clarity and peace of mind. Whether you're 18 or 80, you'll walk away empowered and better prepared. Hit play and discover why smart planning starts today.