Michael Kramer, Senior Vice President/Investments - Stifel

Michael Kramer, Senior Vice President/Investments - Stifel After hours by appointment only.
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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. Statements and messages are for U.S. residents only and are subject to the following terms: www.stifel.com/disclosures.

Our Wealth Planning Department offers many services that can help effectively develop each client's personalized strateg...
09/07/2026

Our Wealth Planning Department offers many services that can help effectively develop each client's personalized strategy.

Learn more here: https://livesocial.seismic.com/a0ZFjK

The House passed a spending bill that will fund the government through December 11. In doing so, it finished most of the...
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/arTh_Z

Should you contribute to a Traditional IRA or a Roth IRA?Traditional and Roth IRAs both provide significant potential ta...
08/31/2026

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/aOSy0q

Understanding your retirement expenses can help you prepare for what's ahead. Balancing needs, wants, and wishes can hel...
08/29/2026

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/asapp8

The dog days of August may be providing a glimpse of what investors should expect following the midterm elections. The r...
08/24/2026

The dog days of August may be providing a glimpse of what investors should expect following the midterm elections. The resulting gridlock is likely to mean that Congress will be limited in what it can pass. Instead, it is expected that the regulatory agencies and the Federal Reserve are to be the venues where the policy action takes place.

Read more in Potomac Perspective from Brian Gardner: https://livesocial.seismic.com/aRXZPb

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...
08/24/2026

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/a0uXC7

Roth IRAs can be a way for individuals to save for retirement and can provide tax-free growth potential and tax-free wit...
08/17/2026

Roth IRAs can be a way for individuals to save for retirement and can provide tax-free growth potential and tax-free withdrawals for you and your heirs. Unfortunately, high-income earners are generally restricted from making direct contributions to a Roth IRA. In this case, there is an alternative strategy known as the backdoor Roth.

Learn more here: https://livesocial.seismic.com/addNq8

News reports suggest that President Trump is considering proposals to cut the capital gains tax. The idea that the Treas...
08/13/2026

News reports suggest that President Trump is considering proposals to cut the capital gains tax. The idea that the Treasury Department can act independently to change the rules for the capital gains tax has been floated before, but doubt that it has the authority to act. Absent administrative action, Congress would need to change the law and that is unlikely to occur in 2026. In this note, Brian Gardner, Stifel's Chief Washington Policy Strategist reviews some of the options and describes the significant hurdles that each proposal would face.

Read more here: https://livesocial.seismic.com/a7lqRA

Proud to be backed by a firm ranked #1 in Employee Advisor Satisfaction for four consecutive years! This recognition re...
08/11/2026

Proud to be backed by a firm ranked #1 in Employee Advisor Satisfaction for four consecutive years! This recognition reflects the strength of the platform, resources, and support available to us, helping us deliver thoughtful guidance and comprehensive financial solutions to our clients.

Social Security is a U.S. government program that provides retirement, disability, and survivor benefits to eligible ind...
08/10/2026

Social Security is a U.S. government program that provides retirement, disability, and survivor benefits to eligible individuals, funded through payroll taxes. It's designed to offer financial support during retirement or in case of disability or death of a wage earner.

Learn more here: https://livesocial.seismic.com/ahqsB6

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