Michael Maddox, Financial Advisor - Stifel

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Modesto, CA
Michael Maddox, Financial Advisor - Stifel

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Stifel Financial Corp. Stifel Financial Corp. Stifel is not responsible for content posted by third parties.

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.

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.

05/16/2026

A GRAT (Grantor Retained Annuity Trust) is a potentially powerful estate tax planning strategy that removes future appreciation on assets from one's estate.

Click here to learn more:
https://livesocial.seismic.com/amK4c2

05/11/2026

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.

05/02/2026

While most people diligently track other areas of personal wellness, they often neglect financial wellness. Use Stifel's Financial Wellness Assessment as a starting point to challenge you to make financial wellness a priority: https://livesocial.seismic.com/o5Ojm https://livesocial.seismic.com/a1u0xN

We are pleased to share the latest Weekly Economic Brief from Stifel's Chief Economist, Dr. Lindsey Piegza, Ph.D, which ...

04/27/2026

04/18/2026

Not sure when to take your RMDs? You must take your first RMD by April 1 after turning 73, continue taking one every year, and avoid a 25% penalty by withdrawing the full required amount.

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

04/08/2026

The first quarter closed with markets navigating a mix of crosscurrents – technological disruption, shifting policy, and geopolitical shock – each pulling on growth, inflation, and investor sentiment in different ways. In this edition of Quarterly Market Perspectives from our CIO Office, they analyze how these dynamics are influencing our outlook and what it means for investor positioning.

View more here: https://livesocial.seismic.com/aE_xFM

03/21/2026

Married partners in the sandwich generation can face a never-ending to do list, but there's one item that shouldn't go unchecked. Consider these estate planning tips for your parents and yourself.

Consider creating joint accounts for most financial assets and property for easier access; while ensuring each partner builds credit in their own name so no one becomes invisible to credit bureaus, if the other passes.

Read more in our Guide to Estate Planning:https://www.stifel.com/newsletters/adgraphics/pdf/wp/Accumulating-Preserving-and-Passing-Wealth.pdf

Address

1549 McHenry Avenue
Modesto, CA
95350

Telephone

+12093534730

Website

http://www.maddoxwealthmanagement.com/

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