Colton Dooley, Financial Advisor

04/24/2024

Your credit score is an important aspect of your overall financial picture, as a good score may help you receive more favorable interest rates, terms, and credit limits from creditors and lenders. So what does a good credit score look like, and how can you improve your score if needed? Click through to find out more.

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04/08/2024

One week left before the April 15th deadline to make IRA contributions for the 2023 tax year.

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03/27/2024

Donating appreciated stock is a cashless transaction that yields double tax benefits to the donor.

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03/20/2024

It's important to have fortitude and stay invested, especially at times of market volatility!

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03/13/2024

SIMPLE IRAs and Safe Harbor 401(k)s are employer-sponsored retirement plans that allow participants to defer salary into the plan and receive either a non-elective or matching contribution from the business owner.

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03/06/2024

You have until April 15, 2024, to make contributions for tax year 2023.

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02/28/2024

Tax forms begin to be available in the middle of January and will continue to be added throughout the tax season. A client can access 2 years of tax forms through Wealth Tracker - the current tax year and the previous. You can download by clicking on the "Download" link in the row of the tax form.

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02/22/2024

The future is now. Explore the megatrends shaping the global economy and markets. Go deeper in our 2024 Outlook: https://stifel.info/StifelOutlook2024

02/13/2024

In this week's , we discuss how investors can prepare for the election by reflecting on history and the benefits of maintaining composure up to and through the election itself.

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02/01/2024

It’s official, we’re moving! After Monday, February 5, you’ll be able to visit us at our new location – 905 22nd Avenue, Suite 100 Meridian, Mississippi 39301. For more information, give us a call at (601) 693-2755. See you soon!

01/12/2024

We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to pursue both short- and long-term strategies.

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01/09/2024

Federal Reserve Governor Michelle Bowman voiced support for rate cuts this year if inflation continues to fall toward the Fed's 2% target. Speaking to the South Carolina Bankers Association in Columbia, Bowman said, "Should inflation continue to fall closer to our 2% goal over time, it will eventually become appropriate to begin the process of lowering our policy rate to prevent policy from becoming overly restrictive."

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