Community Financial Advisors - Stifel Independent Advisors

Community Financial Advisors - Stifel Independent Advisors Duane J. Daniels, CFP®, CPA, ChFC®, Managing Director

Christopher A. Howard, CFA, CFP®, CPA, Managing Director

Jonathan D. Louis, Missouri 63102. (314) 342-4051.

Daniels, CFP®, CMFC™, Director/Investments

Matthew R. Wischmeier, CFP®, Director/Investments

After hours by appointment only.
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Stifel Financial Corp. and its affiliated companies (“Stifel”) reserve the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. Securities are offered through Stifel Independent Advisors LLC, Member SIPC & FINRA

, a subsidiary of Stifel Financial Corp. Home Office: 501 North Broadway, One Financial Plaza, St. 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.

In this week's Economic Insight, Stifel's Chief Economist, Lindsey Piegza, Ph.D, takes an in-depth look at the state of ...
06/01/2026

In this week's Economic Insight, Stifel's Chief Economist, Lindsey Piegza, Ph.D, takes an in-depth look at the state of the federal government's balance sheet, the runup in liabilities, the buyers of U.S. Treasuries, and the potential consequences of rising U.S. debt.

Read the full piece here: https://livesocial.seismic.com/a0w_1d

Congratulations to the class of 2026!Now that you are stepping into the ‘adult world', explore our Financial Literacy Vi...
05/26/2026

Congratulations to the class of 2026!

Now that you are stepping into the ‘adult world', explore our Financial Literacy Video Series to help build confidence and take control of your financial future:
https://vimeo.com/showcase/stifel-financial-literacy

In this week's Economic Insight, Stifel's Chief Economist, Lindsey Piegza, Ph.D, offers an updated view on the economy, ...
05/19/2026

In this week's Economic Insight, Stifel's Chief Economist, Lindsey Piegza, Ph.D, offers an updated view on the economy, policy, and what to expect looking out further into 2026.

Watch the full report here: https://livesocial.seismic.com/aMx-YZ

The below chart outlines some features of each type of IRA to aid in the important decision of which IRA to fund annuall...
05/11/2026

The below chart outlines some features of each type of IRA to aid in the important decision of which IRA to fund annually.

Learn more about choosing between Traditional and Roth IRAs here: https://livesocial.seismic.com/a8hj88

05/01/2026

In this week's Economic Insight, Stifel's Chief Economist, Lindsey Piegza, PhD, takes a closer look at the latest Fed decision and the outlook for monetary policy.

In this week's Economic Insight, Stifel's Chief Economist, Lindsey Piegza, Ph.D, takes a closer look at the Federal Rese...
04/27/2026

In this week's Economic Insight, Stifel's Chief Economist, Lindsey Piegza, Ph.D, takes a closer look at the Federal Reserve March meeting recap and an update on member composition.

Click here for the full report: https://livesocial.seismic.com/aWBtKq

U.S. equities surged to record highs as the S&P 500 crossed 7,000 for the first time, driven by technology shares and op...
04/21/2026

U.S. equities surged to record highs as the S&P 500 crossed 7,000 for the first time, driven by technology shares and optimism surrounding Iran's reopening of the Strait of Hormuz amid ongoing ceasefire negotiations.

Read more here: https://livesocial.seismic.com/ap-qey

Not sure when to take your RMDs? You must take your first RMD by April 1 after turning 73, continue taking one every yea...
04/14/2026

Not sure when to take your RMDs? You must take your first RMD by April 1 after turning 73, continue taking one every year, and avoid a 25% penalty by withdrawing the full required amount.

Learn more here: https://livesocial.seismic.com/aCQoHA

The first quarter closed with markets navigating a mix of crosscurrents – technological disruption, shifting policy, and...
04/08/2026

The first quarter closed with markets navigating a mix of crosscurrents – technological disruption, shifting policy, and geopolitical shock – each pulling on growth, inflation, and investor sentiment in different ways. In this edition of Quarterly Market Perspectives from our CIO Office, they analyze how these dynamics are influencing our outlook and what it means for investor positioning.

View more here: https://livesocial.seismic.com/a-eUjI

Remember when tokens were just how many games you could play at the arcade? We've come a long way. Today, "tokens" might...
04/07/2026

Remember when tokens were just how many games you could play at the arcade? We've come a long way. Today, "tokens" might mean spins of Wheel of Fortune … or the basic building blocks artificial intelligence uses to read, think, and respond.

For more information on this and to read the full piece, click here: https://livesocial.seismic.com/aKoo5A

Address

800 S Lincoln Avenue
O'Fallon, IL
62269

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+16182062061

Website

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