Caleb Keshemberg, Financial Advisor - Stifel

Caleb Keshemberg, Financial Advisor - Stifel After hours by appointment only.

11/14/2025

Ready to build your portfolio but not sure where to start? This video compares ETFs and mutual funds—two easy ways to diversify your investments—so you can choose what fits your goals, budget, and investing style.

11/13/2025

Not sure what an asset class is? This quick video breaks down the main types of investments to help you start building your financial foundation.

If you've noticed longer waits at the doctor, construction timelines that seem… aspirational, or your Amazon package tak...
11/12/2025

If you've noticed longer waits at the doctor, construction timelines that seem… aspirational, or your Amazon package taking an extra day, you're not imagining it. Across the country, critical industries are running short on hands, and it's not just a post-COVID hangover. For more information on this and to read the full piece, click here: https://livesocial.seismic.com/aG_gZ1

Losing a spouse is life-changing. Understanding your Social Security survivor benefits can potentially help ease the fin...
11/12/2025

Losing a spouse is life-changing. Understanding your Social Security survivor benefits can potentially help ease the financial burden. Learn how to make informed decisions and claim what you're entitled to.

Click here:https://www.stifel.com/newsletters/adgraphics/pdf/wp/SS-Spousal-Benefits-Surviving-Spouses.pdf

11/11/2025

Thinking about investing but not sure where to begin? This video walks you through the basics, from why investing matters to the different types of accounts available, so you can take your first steps with clarity and confidence.

On Sunday night, the Senate announced an agreement to reopen the government. While this is welcome news for the markets ...
11/10/2025

On Sunday night, the Senate announced an agreement to reopen the government. While this is welcome news for the markets and the economy, in general, questions remain as to whether the bill will pass the House and Senate and when the government will reopen. Although it seems highly likely that the agreement will pass, there is an outside chance that it could fail. As for the timing of a reopening, it ranges from Wednesday through next weekend. Click here to read more: https://livesocial.seismic.com/a0hNWw

This week, we take a closer look at the U.S. housing market from the perspective of demand, price, inventory, and constr...
11/10/2025

This week, we take a closer look at the U.S. housing market from the perspective of demand, price, inventory, and construction. This is a particularly timely report given the absence of some updated housing data amid the ongoing government shutdown. Read more here: https://livesocial.seismic.com/aaStx_

11/07/2025

Starting your investing journey? This video covers key principles—like risk, diversification, and time horizon—to help you build a smart, long-term strategy with confidence.

Did you know - Nine states have community property laws that can significantly impactestate planning and taxes—especiall...
11/07/2025

Did you know - Nine states have community property laws that can significantly impact
estate planning and taxes—especially when it comes to the step-up in cost basis after a
spouse's death.

Five other states offer optional community property systems, but the IRS hasn't confirmed
whether those assets qualify for the same tax treatment.

If you live in one of these states, it's may be worth talking to a local estate planning attorney
or tax advisor.

Learn more:https://www.stifel.com/newsletters/adgraphics/pdf/wp/UnderstandingCommunity-Property.pdf

11/06/2025

Credit stress is rising some, raising questions, especially about the private credit markets. Our take: risks are up some, but this is not systemic. See this week's below.

https://stifel.info/SL110625

Charitable giving is often an important component of financial, tax, and estate planning strategies. Creating a strategi...
11/06/2025

Charitable giving is often an important component of financial, tax, and estate planning strategies. Creating a strategic charitable giving plan can help potentially maximize your tax benefits and reduce your record-keeping burden.

Review the Blueprint for Giving here: https://livesocial.seismic.com/am4bhO

Address

1249 W. Liebau Road, Suite 250
Mequon, WI
53092

Telephone

+12622403919

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