Casey Meixelsperger, Financial Advisor - Stifel

Casey Meixelsperger, Financial Advisor - Stifel The first step to beginning our relationship is to develop an understanding of your unique financial needs. Stifel Financial Corp.

CERTIFIED FINANCIAL PLANNER® CFP Board starting 09-2020

Series 66 - Investment Advisor Representative FINRA starting 07-2014

Series 7 - General Securities Representative Examination FINRA starting 06-2014 Through Stifel, I am able to offer wealth management services to individuals, families, trustees, and businesses, including banking, lending, trust, insurance, investment, and asset management.

After your needs are established, we will determine the level of care that is appropriate for your situation. This
allows you to decide, and for me to understand, how you want to engage in the investment and planning process. Once the scope of our relationship is set, we can work through the next steps of creating a comprehensive wealth
management plan. As life changes, we will continue to work together to make any needed adjustments to help you continue toward your goals. I invite you to connect with me by e-mail at [email protected] or by calling our toll-free number at (888) 226-2213. After hours by appointment only.
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Stifel Financial Corp. and its affiliated companies (“Stifel”) reserve the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. is the parent company of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. 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.

Understanding Treasury securities, like the 10-year Treasury bond, is essential for grasping their influence on the econ...
06/02/2026

Understanding Treasury securities, like the 10-year Treasury bond, is essential for grasping their influence on the economy. As yields climb, they reflect market conditions that affect borrowing costs for many financial products, including mortgages. Recent geopolitical tensions have introduced additional uncertainty, leading to shifts in investor sentiment and economic forecasts.

Recognizing these dynamics can provide deeper insights into broader market trends and personal financial decisions. It is crucial to stay informed about these evolving economic conditions.

Forbes Magazine

Should you contribute to a Traditional IRA or a Roth IRA?Traditional and Roth IRAs both provide significant potential ta...
06/02/2026

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/aWV3sE

Recent data reveals a troubling shift in the American consumer landscape. Personal savings have plummeted to their lowes...
06/01/2026

Recent data reveals a troubling shift in the American consumer landscape. Personal savings have plummeted to their lowest level since the pandemic, while real incomes are on the decline. The rising cost of essentials, particularly energy, is squeezing household budgets, leaving many feeling the strain without impacting headline unemployment figures.

Despite the overall economy showing growth, the realities faced by many indicate a concerning trend. Understanding these dynamics is crucial. The stark contrast between economic indicators and consumer sentiment highlights the challenges ahead.

Forbes Magazine

06/01/2026

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.

Financial stress is the number one driver of declining emotional health in America. But it doesn't have to be that way. ...
05/31/2026

Financial stress is the number one driver of declining emotional health in America. But it doesn't have to be that way. As a Financial Advisor, I can help you reduce uncertainty by building a clear, personalized plan tailored to your goals.

As noted in the Northwestern Mutual's 2026 Planning & Progress Study, 71% of Americans with a financial advisor said they felt financially secure, while only 38% without an advisor agreed. You're welcome to reach out to me to discuss your goals, let Mental Health Month serve as a reminder to review your financial well being.

Struggling with what to do with that old 529 plan? The IRS now allows you to roll it into a Roth IRA. If you have unused...
05/30/2026

Struggling with what to do with that old 529 plan? The IRS now allows you to roll it into a Roth IRA. If you have unused funds in a 529 plan, and don't have any further education expenses or another family member who could use the funds, consider a Roth IRA.

Learn more here: https://livesocial.seismic.com/aZM23w

Tax-free growth potential, college tuition, K–12 tuition, apprenticeships, and even student loan repayment, 529 Plans of...
05/29/2026

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.

Many families aspire to give their children a strong financial start, but understanding and determining the best path fo...
05/28/2026

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/aS26Pj

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05/27/2026

I found this interesting.

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Madison, WI
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