Kacy L Lotz, Financial Advisor

Kacy L Lotz, Financial Advisor CA Insurance License

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Stifel Financial Corp. Stifel Financial Corp. Statements and messages are for U.S.

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. residents only and are subject to the following terms: www.stifel.com/disclosures. Kacy L Lotz is a LPL Registered Representative and securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA/SIPC. finra.org sipc.org. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

The Wall Street Journal's "Heard on the Street" column hypothesizes that banks could be the next industry to have its bu...
01/21/2026

The Wall Street Journal's "Heard on the Street" column hypothesizes that banks could be the next industry to have its buybacks threatened by the Trump administration. While this is a negative headline, we do not think there's much "news" here. The fact that the column ran on a U.S. holiday could give investors time to digest it and avoid a "sell first, ask questions later" reaction.

Read more here: https://livesocial.seismic.com/a8FKbW

As we begin the next quarter century, we're mindful of risks like geopolitical tensions and elevated equity valuations, ...
01/20/2026

As we begin the next quarter century, we're mindful of risks like geopolitical tensions and elevated equity valuations, even as we're optimistic about the increased productivity from artificial intelligence. In this month's Investment Strategy Brief from Stifel's CIO Office, we look back at 2025 and review their outlook for 2026, including the impact of AI, the economy, and the markets.

https://stifel.info/ISB012026

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In the wake of Senate Majority Leader John Thune's comment that the Senate could vote on the Credit Card Competition Act...
01/16/2026

In the wake of Senate Majority Leader John Thune's comment that the Senate could vote on the Credit Card Competition Act, we look at how and when the bill might come up for a vote. Despite President Trump's endorsement, we still think the chances of the bill passing are less than 50/50. We believe that the probability of implementing a credit card rate cap is even more remote.

Read more here: https://livesocial.seismic.com/aJYxyy

01/16/2026

Our CIO Office recently released Outlook 2026: Rewiring Growth.

In this week's , we outline our economic and market outlook for the year ahead. Growth is being rewired—led by artificial intelligence—but outcomes will depend on how effectively that growth translates into productivity and earnings.

https://stifel.info/SL011626

When we sat down to write Outlook 2026: Rewiring Growth, one theme stood out above the rest: consensus in Washington. Ju...
01/14/2026

When we sat down to write Outlook 2026: Rewiring Growth, one theme stood out above the rest: consensus in Washington. Just kidding. Of course, it was artificial intelligence. AI dominated headlines throughout 2025, and we expect that momentum to carry straight into 2026.

For more information on this and to read the full piece, click here: https://livesocial.seismic.com/a8ofmV

The Department of Justice (DOJ) has launched an investigation of Federal Reserve Board Chairman Jerome Powell. This acti...
01/13/2026

The Department of Justice (DOJ) has launched an investigation of Federal Reserve Board Chairman Jerome Powell. This action complicates life for whoever is nominated to succeed him. The confirmation process has become more difficult, as has leading the Federal Open Market Committee. This note explains why and updates our thoughts on the prospects for the leading candidates.

Read more here: https://livesocial.seismic.com/aocaek

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