Lisa Hartung, Senior Vice President/Investments - Stifel

Lisa Hartung, Senior Vice President/Investments - Stifel Comprehensive Wealth Management Services CA Insurance Lic.

After Hours By Appointment Only

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Stifel Financial Corp. Stifel Financial Corp.

and its affiliated 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.

A Fed rate cut ‘increasingly looks like a 2025 event' to me, says Stifel Chief Economist Lindsey Piegza, Ph.D.
06/14/2024

A Fed rate cut ‘increasingly looks like a 2025 event' to me, says Stifel Chief Economist Lindsey Piegza, Ph.D.

www.cnbc.com

We are very excited to announce that golfer Harry Higgs will be making his U.S. Open debut in Pinehurst next week! Thi...
06/12/2024

We are very excited to announce that golfer Harry Higgs will be making his U.S. Open debut in Pinehurst next week! This massive accomplishment comes on the heels of his back-to-back AdventHealth and Knoxville Open wins on the Korn Ferry Tour.

When asked about his recent run of success, he had this to say: "I just focused on the work. I just kept working and doing the things that I thought I needed to do to get better, and it's nice to obviously get some results, but I feel like I'm on the right track."

Congratulations again, Harry! We'll be cheering you on next week!

06/11/2024

For over 130 years, Stifel has invested in success.

As a proud supporter of the Stifel .S Ski Team, we're thrilled to provide fans from around the world the opportunity to experience the excitement of first-class competition on American soil. Stifel will title sponsor four incredible events throughout the 2024-25 season, including the first ever back-to-back men's and women's FIS Alpine World Cup races at Beaver Creek and the FIS Alpine World Cup Finals at Sun Valley Resort.

⭐ Stifel Killington Cup
⭐ Stifel Birds of Prey– Men's
⭐ Stifel Birds of Prey – Women's
⭐ Stifel Sun Valley Finals

Markets tend to rise over a long period of time in spite of pull backs, corrections, and bear markets.
05/25/2024

Markets tend to rise over a long period of time in spite of pull backs, corrections, and bear markets.

www.stifel.com

67: The number of minutes that it took Chilean tennis player Alejandro Tabilo to beat world No. 1 Novak Djokovic. For mo...
05/24/2024

67: The number of minutes that it took Chilean tennis player Alejandro Tabilo to beat world No. 1 Novak Djokovic. For more information on this and to read the full piece, click below.

www.stifel.com

The federal estate and gift tax exemption will soon be in flux. In 2024, an individual can give up to $13,610,000 during...
04/19/2024

The federal estate and gift tax exemption will soon be in flux. In 2024, an individual can give up to $13,610,000 during life or at death without any federal estate or gift tax consequences. This figure will be adjusted annually for inflation through 2025. Absent superseding legislation, the heightened exemption will revert to inflation-adjusted 2017 levels beginning in 2026.

grapevinesix.s3.amazonaws.com

Take a look at this info about Stifel Donor-Advised Funds.
04/19/2024

Take a look at this info about Stifel Donor-Advised Funds.

grapevinesix.s3.amazonaws.com

A decline in your portfolio can be painful. It may even tempt you to pull money out of the market to avoid further losse...
04/17/2024

A decline in your portfolio can be painful. It may even tempt you to pull money out of the market to avoid further losses. By the time you realize a rebound is underway, the best time to get back into the market may have already passed. In fact, missing the 10 best trading days over the past 20 years would have reduced your annual returns by 4.2% (annualized).

www.stifel.com

11.3%: The percentage of Americans consumers' disposable income spent on food in 2022 according to the USDA, the highest...
02/28/2024

11.3%: The percentage of Americans consumers' disposable income spent on food in 2022 according to the USDA, the highest since 1991. For more information on this and to read the full piece, click below.

www.stifel.com

Truly honored to have been named one of Forbes’ 2024 America’s Top Women Wealth Advisors Best-in-State list, among so m...
02/28/2024

Truly honored to have been named one of Forbes’ 2024 America’s Top Women Wealth Advisors Best-in-State list, among so many impressive colleagues.

Forbes’ America’s Top Women Wealth Advisors Best-in-State rankings are based on the 12-month period ending September 30 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.

Address

520 Newport Center Drive, Suite 1500
Newport Beach, CA
92660

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