Bayley Havel Financial Group - Stifel

09/02/2026

America's debt situation has been getting plenty of attention lately, and this isn't the first debt drama in history. Nearly 500 years ago, Henry VIII faced a budget problem ... His strategy? Quietly reduce the amount of gold and silver in England's coins while keeping their face value the same. People eventually caught on, and the episode became one of history's earliest examples of currency debasement.

For more information on this and to read the full piece, click here: https://livesocial.seismic.com/a-uCHG

08/26/2026

The U.S. government crossed $40 trillion in debt last week. That number has doubled in less than a decade, and it showed up about two years earlier than forecasters penciled in.

For more information on this and to read the full piece, click here: https://livesocial.seismic.com/aX5Xdl

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/axykhz

08/19/2026

July's headline jobs numbers looked … fine. Unemployment fell to 4.1%, even though the economy unexpectedly lost 23,000 jobs.

For more information on this and to read the full piece, click here: https://livesocial.seismic.com/anRbhB

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/aMDY_n

08/12/2026

The U.S. opening weekend ticket sales for Spider-Man: Brand New Day topped $360 million, making it the highest-grossing U.S. domestic opening weekend of all time.

For more information on this and to read the full piece, click here: https://livesocial.seismic.com/awDgCt

08/05/2026

Every summer our CIO Office surveys our incoming interns to see how the next generation spends, saves, and sees the world. Think of it as a sneak peek at tomorrow's consumer.

For more information on this and to read the full piece, click here: https://livesocial.seismic.com/aGwf1k

07/30/2026

This month, Stifel's Chief Investment Officer, Michael O'Keeffe shares a mid-summer update across five fronts: the path forward after the U.S.-Iran peace agreement, an economy resilient despite risks, a "higher for longer" rate backdrop, equity valuations and earnings in focus, and the long-term themes – led by artificial intelligence – defining the future.

Read the full report here: https://stifel.info/ISB072026

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07/29/2026

Summer workouts are getting a tech upgrade: a new wave of "cooling" apparel uses advanced fabrics engineered to pull heat off the body and drop skin temperature, with some radiative-cooling materials claiming to keep skin several degrees cooler than plain cotton. The idea is less sweat and more staying power in the heat. Proof that even your gym shirt now comes with a spec sheet.

For more information on this and to read the full piece, click here:
https://livesocial.seismic.com/aImhed

07/27/2026

In this Potomac Perspective, Brian Gardner discusses what a Democratic win could mean for certain sectors and how policy may, or may not, change. Following that, they explain why they think a Democratic takeover of the House is likely, but by a smaller margin than has occurred in past elections. They also present the reasons why they think that Republicans are currently favored to win the Senate.

Read more here: https://livesocial.seismic.com/aO2fcU