Anderson Financial Team - Stifel

07/16/2026

The Federal Reserve is taking a closer look at itself. Under new Chair Kevin Warsh, five task forces have been launched to review how the Fed measures the economy, manages its balance sheet, communicates with markets, and approaches inflation. In this , our CIO Office explores what these reviews could mean for monetary policy and why changes to Fed communication may matter most for investors.

https://stifel.info/SL071626

07/09/2026

With stocks at record highs, earnings season is about to test whether corporate profits can keep pace with elevated expectations. In this week's , our CIO Office discusses why analysts are forecasting one of the strongest quarters of earnings growth in years—and why the bar is now much higher.

https://stifel.info/SL070926

07/09/2026

After an unsettled start to the year, the second quarter saw markets roar back – even as a new Federal Reserve chair, firmer inflation, and a fragile Middle East de-escalation reshaped the path for growth, rates, and returns. In this edition of Quarterly Market Perspectives, we examine how these forces are shaping our second-half outlook and what they could mean for investor positioning.

Read the full piece here: https://livesocial.seismic.com/a3r_1a

07/01/2026

U.S. equities pulled back, with the S&P 500 falling in June and slipping from record highs as a late-month sell-off in technology weighed on the cap-weighted index, offsetting strength in value, defensive, and smaller-cap areas of the market.

Read the full piece here: https://livesocial.seismic.com/aY9wxI

06/30/2026

In this week's , our CIO Office updates their outlook for the remainder of the year. They keep the constructive base case from Outlook 2026 intact — a resilient economy and broadening AI capex cycle still support growth and earnings — but raise the core PCE forecast to 2.75%–3.25% and the 10-year Treasury range to 4.25%–4.75% as they now expect the Federal Reserve under Chair Kevin Warsh to hold steady in a "Higher for Longer" environment.

https://stifel.info/SL063026

01/10/2025

Your family deserves the assurance and support that comes with objective, independent fiduciary advice from a trusted source. This is what you'll find with Stifel Trust, an affiliate of Stifel, Nicolaus & Company, Incorporated. Click here to learn more:
https://livesocial.seismic.com/ayGORb

01/09/2025

Entering 2025, several Gravitational Shifts signal a return to better balance across markets, the economy, and policy. Read about this and more in Outlook 2025: Gravitational Shifts from Stifel's CIO Office.

Click here to view the full report: https://livesocial.seismic.com/aJNrxF

04/13/2024

The birds are back! The sky is the limit for the 2024 St. Louis Cardinals and we're proud to be along for the ride.

This year's squad features a blend of veteran leadership, young, up-and-coming talent, and a couple of old friends – the perfect ingredients for any successful organization.

Let's play ball!

04/12/2024

The federal estate and gift tax exemption will soon be in flux. In 2024, an individual can give up to $13,610,000 during life or at death without any federal estate or gift tax consequences. This figure will be adjusted annually for inflation through 2025. Absent superseding legislation, the heightened exemption will revert to inflation-adjusted 2017 levels beginning in 2026.

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04/11/2024

Take a look. Helpful Tips for Using a Charitable Giving Account.

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