Harrison-Hull Wealth Management Group - Stifel

05/29/2026

Retirement marks a significant milestone, often seen as the finish line. However, it's important to recognize it as the start of a new phase requiring ongoing financial management. As real-life spending patterns shift and market volatility affects withdrawals, regular adjustments can enhance financial strategies.

Maintaining flexibility in planning allows retirees to adapt their focus as priorities change. Regularly reviewing finances ensures alignment with personal goals. A proactive approach to retirement planning can foster a smoother transition into this next chapter. Understanding this evolution is key to navigating the complexities of retirement with confidence.

Forbes Magazine

05/12/2026

AI Enters a More Measured, Monetization‑Focused Phase.

Read more here:https://www.stifel.com/Newsletters/AdGraphics/InSight/Sightlines/2026/SL050826.pdf

04/27/2026

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/aRhRt4

04/08/2026

Private credit has grown rapidly into a $1.8 trillion market. Recently, there's been a focus on defaults and increasing redemption requests from private credit. While pockets of stress are emerging in select industries, we see no evidence of broad deterioration or systemic risk. In this week's , our CIO Office breaks down what's driving the concern and what investors should be watching next.

Read more here: https://livesocial.seismic.com/ahRLh5

04/03/2026

May your day be full of joy and light. Wishing you a very happy Easter!

04/02/2026

Many investors focus on long-term saving issues such as planning for retirement and providing for the education of a child or grandchild. While accumulation of wealth is a primary concern, the protection and transfer of that wealth to future generations is often overlooked.

View your guide to Estate Planning here: https://livesocial.seismic.com/aGsvON

03/31/2026

Day-to-day attention on the U.S./Israel war with Iran naturally focuses on tactical issues, including oil prices and economic/market implications. In this month's Investment Strategy Brief from our CIO Office, we unpack these tactical considerations and also offer four possible scenarios for an end to this war.

https://stifel.info/ISB031826

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03/13/2026

We've seen the U.S./Israel-Iran war drive energy prices and volatility higher over the last week. As strategic questions replace tactical moves, the "path to peace" now depends on the conflicting motivations of four key parties. Our CIO Office analyzes four probability-weighted scenarios—from a managed stand-down to regime change—and their long-term market implications. Learn more in this week's .

Read more here: https://livesocial.seismic.com/ag3KrM

02/19/2026

AI optimism is real, but markets are punishing "targeted" industries on AI headlines. Our advice: stay the course—avoid indiscriminate selling. Do the work before deciding: buy, hold, or sell with conviction. In this week's , Chief Investment Officer, Michael O'Keeffe, discusses what's behind this volatility and the investor considerations it raises from here.

Read more here: https://livesocial.seismic.com/aMq3SJ

02/12/2026

Relationships can be a lot like investing - there may be temporary ups and downs, but it's important to stay focused on your long-term goals. Happy Valentine's Day!