Robert Cleary, Senior Vice President/Investments - Stifel

11/16/2021

Join us as we review current Washington policy focus and market implications

11/03/2020

Retirement Plans Quarterly - Fall Edition 2020

In this issue, you will find timely articles of interest on topics such as: The Importance of Tax Diversification in Retirement Accounts, Coronavirus-Related Distributions Versus Hardship Distributions, SECURE Act Impact: Long-Term, Part-Time Employees Eligibility Changes, SECURE Act Impact: New Dea...

10/31/2020

Six tips for people starting a new business

Understanding the tax responsibilities that come with starting a business venture can save taxpayers money and help set them up for success. IRS.gov has the resources and answers to help people through the process of starting a new business.

10/29/2020

Social Security: Understanding Spousal Benefits - Married Spouses

Understanding Social Security spousal benefits is important for all spouses so that they can be sure to receive all the Social Security benefits for which they may be eligible. This article touches on spousal benefits for married couples. Future articles will tackle this issue in the context of divo...

10/28/2020

My parents' hometown.

The dolphin, who is believed to have turned up in Dingle’s harbor 37 years ago and became a global tourist attraction, hasn’t been seen for two weeks. Locals are coming to terms with the fact that Fungie may never return.

10/27/2020

Back-to-School: Education Tax Incentives Refresher

With school starting up for another semester, now is the perfect time to brush up on your knowledge of education tax incentives. The federal government offers three incentives: tax credits, deductions, and savings plans.

10/24/2020

Charitable Giving Made Easy

Stifel clients often seek ways to meet their philanthropic goals while maximizing tax benefits. There are a variety of charitable giving strategies available, including donor-advised funds, pooled income funds, charitable remainder trusts, and private foundations. Although they all provide both inco...

10/22/2020

12 frightful slides before Halloween: Stocks boil and bubble, investors toil and trouble

A number of signals indicate the S&P 500, which has been led by a handful of technology-related stocks, is at risk of further correction.

10/21/2020

Market Perspectives Quarterly from Stifel's Investment Strategy Team: http://bit.ly/mpq42020

This quarter’s Market Perspectives from our Investment Strategy team. We review the prior quarter’s capital market returns and economic developments in the context of the unfolding coronavirus (COVID-19) pandemic.

02/15/2020

Subscribe to Stifel's Investment Strategy Brief Podcast

Hosted by Michael O'Keeffe, Stifel Chief Investment Officer, the Investment Strategy Brief is a monthly market update from Stifel's Investment Strategy team. Discussion topics include: Macroeconomic and Geopolitical Insights Analysis of Markets and Related Insights Developing or Fading Investment Th...

02/13/2020

Subscribe to Stifel's SightLines Podcast

02/11/2020

Introducing our 2020 Outlook: A Decade of Productive Competition. http://bit.ly/SL011020

SightLines | January 10, 2020