WealthBridge Advisory Group - Stifel

WealthBridge Advisory Group - Stifel We take a team-oriented, consultative approach to help you Accumulate, Grow, Mitigate Risk, Enjoy, and Transfer your Wealth. Stifel Financial Corp.

Wayne Breyfogle, Branch Manager, Dan Hoeft, Vice President/Investments, Scott Fuhrman, Financial Advisor. 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. is the parent company of Stifel, Nicolaus & Company, Incorporated, Membe

r 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.

Tax-free growth potential, college tuition, K–12 tuition, apprenticeships, and even student loan repayment, 529 Plans of...
05/29/2026

Tax-free growth potential, college tuition, K–12 tuition, apprenticeships, and even student loan repayment, 529 Plans offer flexibility and long-term value potential. Use 529 Day to review your plan or start planning on how to fund your child's education.

Read more:https://www.stifel.com/newsletters/adgraphics/pdf/wp/A-Parents-Guide-To-529-Plans.pdf and contact me to discuss your options.

Individuals may choose to set aside gifts for minors for different reasons. Some gifts are for educational expenses. Oth...
05/20/2026

Individuals may choose to set aside gifts for minors for different reasons. Some gifts are for educational expenses. Others may be for a future purchase. A gift may also help the donor with estate or tax planning goals. Whatever the reason, it is important to review the account options available for holding those gifts on a minor's behalf.

View more here: https://e.gv6.co/l3gfH4

Better steam engines increased, rather than reduced, coal use—an example of the Jevons paradox. With AI, the same dynami...
05/14/2026

Better steam engines increased, rather than reduced, coal use—an example of the Jevons paradox. With AI, the same dynamic may apply, potentially driving greater demand for analysis, coding, drafting, design, service, and research. Learn more in this week's from our CIO Office.

stifel.com

No one likes surprise costs. Understanding how your income affects Medicare premiums could help you stay prepared.Medica...
05/12/2026

No one likes surprise costs. Understanding how your income affects Medicare premiums could help you stay prepared.

Medicare uses your MAGI from two years ago to determine your current premiums. Learn more here: https://e.gv6.co/l3gfH4

Barry Bannister, Stifel Chief Equity Strategist, joins CNBC's ‘Squawk on the Street' to discuss market outlooks, whether...
06/13/2025

Barry Bannister, Stifel Chief Equity Strategist, joins CNBC's ‘Squawk on the Street' to discuss market outlooks, whether megacap techs are still a defensive play, and more.

cnbc.com

Take a look as Stifel CEO Ron Kruszewski joins Kelly Evans on CNBC's The Exchange, live from the Stifel CSI Conference.
06/04/2025

Take a look as Stifel CEO Ron Kruszewski joins Kelly Evans on CNBC's The Exchange, live from the Stifel CSI Conference.

vimeo.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...
02/23/2024

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

Stifel today reported third quarter revenue of $1 billion, led by record global wealth management results.Stifel Chairma...
10/25/2023

Stifel today reported third quarter revenue of $1 billion, led by record global wealth management results.

Stifel Chairman & CEO Ron Kruszewski notes, "although the near-term environment remains uncertain, we remain well positioned to generate stable returns and strong growth as the market improves."

www.globenewswire.com

2: How many months it took ChatGPT to reach 100 million users. For context, it took Facebook and WhatsApp 42 and 49 mont...
05/23/2023

2: How many months it took ChatGPT to reach 100 million users. For context, it took Facebook and WhatsApp 42 and 49 months to each reach this level, respectively. For more information on this and to read the full piece, click below.

www.stifel.com

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13030 Pierce Street Suite 201
Omaha, NE
68144

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Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 4:15pm

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