CBC Wealth Management Group - Stifel

CBC Wealth Management Group - Stifel Kenneth E. Chapin, CFP®
Managing Director/Investments

Gregory E. Chapin, CRPS™, CEPA
Associate Vice President/Investments

Stephen R. Stifel Financial Corp.

CBC Wealth Management Group is an experienced team that strives to deliver a completely transparent client experience aimed at building long-lasting relationships while seeking to provide strategies for your financial needs. Barbera
Managing Director/Investments

Alan J. Cohen, CFP®, MBA
Managing Director/Investments

After hours by appointment only.
/*********/
Stifel Financial Corp. and its affi

liated 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. Stifel is not responsible for content posted by third parties. Statements and messages are for U.S. residents only and are subject to the following terms: www.stifel.com/disclosures.

Truly honored to have been named one of Forbes' 2024 Best-in-State Wealth Management Teams, among so many impressive col...
01/10/2024

Truly honored to have been named one of Forbes' 2024 Best-in-State Wealth Management Teams, among so many impressive colleagues.

Forbes' Best-in-State Wealth Management Teams rankings are based on the 12-month period ending March 31 of the year prior to publication and selected by SHOOK Research, LLC from a pool of nominations as indicated in the methodology. The rankings may not be representative of any one client's experience and are not indicative of the financial advisor's future performance. For more information, see www.stifel.info/award-disclosures.

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As illustrated by the chart, the same asset class is rarely the best performing in consecutive years.
10/03/2023

As illustrated by the chart, the same asset class is rarely the best performing in consecutive years.

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1:59 2/5 minutes: The fastest Kentucky Derby time in history. With the derby this Saturday, will a new horse beat Secret...
05/03/2023

1:59 2/5 minutes: The fastest Kentucky Derby time in history. With the derby this Saturday, will a new horse beat Secretariat's record? For more information on this and to read the full piece, click below.

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04/28/2023

In this week's , we share some important views from Stifel's Chairman and CEO, Ron Kruszewski, about the recent banking sector turmoil and related risks and opportunities "hiding in plain sight." https://stifel.info/SL042823

$25,000: The prize a Maine museum is offering to the first person to deliver a 1 kilogram specimen of a recent meteor th...
04/26/2023

$25,000: The prize a Maine museum is offering to the first person to deliver a 1 kilogram specimen of a recent meteor that fell near the border there. For more information on this and to read the full piece, click below.

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11%: How much the average tax refund has fallen so far this year compared with 2022. For more information on this and to...
04/19/2023

11%: How much the average tax refund has fallen so far this year compared with 2022. For more information on this and to read the full piece, click below.

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04/14/2023

In this week's , we review the March consumer price index and producer price index reports and discuss the implications and the prospect of a deep recession. https://stifel.info/SL041423

$2.2 million: The bid for Michael Jordan's "Last Dance" game shoes on their first day at auction, likely to become the m...
04/12/2023

$2.2 million: The bid for Michael Jordan's "Last Dance" game shoes on their first day at auction, likely to become the most expensive sneakers ever auctioned. For more information on this and to read the full piece, click below.

www.stifel.com

$450,000: How much it costs for one person to travel to space via Virgin Galactic. For more information on this and to r...
04/05/2023

$450,000: How much it costs for one person to travel to space via Virgin Galactic. For more information on this and to read the full piece, click below.

www.stifel.com

03/31/2023

In this week's , we unpack the fourth quarter 2022 earnings season, assess implications for 2023 earnings, and discuss the potential future impact of bank regulation changes on earnings growth longer term. https://stifel.info/SL033123

Dollar Tree is ditching eggs, as they no longer can afford selling them at $1.25 due to inflation.
03/29/2023

Dollar Tree is ditching eggs, as they no longer can afford selling them at $1.25 due to inflation.

www.stifel.com

03/24/2023

In this week's , we offer an update on banking sector troubles, the results of the March Federal Reserve meeting, their effect on market turbulence, and what it means for investors in 2023 and beyond. https://stifel.info/SL032423

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