Harrison-Hull Wealth Management Group - Stifel

09/03/2026

Wondering how you should save for retirement? The answer depends on your goals and your financial situation. There are no cookie-cutter ways to invest, and where you invest can depend on many factors.

Learn about some ideas for different retirement saving strategies here:
https://livesocial.seismic.com/aH-Bes

08/18/2026

Our CIO Office recently highlighted the lofty expectations for second quarter earnings. With reporting season now largely complete, companies did more than meet that elevated bar. In this week's , our CIO Office revisits the expectations outlined in July, assesses where results stand today, and discusses what stronger-than-expected earnings, accelerating revenue growth, and continued AI-driven spending could mean for investors.

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

07/22/2026

Truly honored to be featured by Stifel's Women's Initiative Network as one of two mother-daughter teams sharing what it's like to build a business together.
As a generational team, your plan never rests on just one advisor. We're here for you at every stage, helping you plan wisely, protect what matters, and adapt with confidence as life changes. That's the heart of the Harrison-Hull Wealth Management Group.
Want to learn more about how we can help? We'd love to connect.
https://livesocial.seismic.com/aJ_tli

07/09/2026

Please join us in congratulating Carol Harrison on her promotion to Senior Vice President/Investments at Stifel. This well-deserved achievement reflects her unwavering commitment to clients, leadership, and excellence, and we couldn't be more proud. Congratulations, Carol! 🎉👏

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