Kacy L Lotz, Financial Advisor

Kacy L Lotz, Financial Advisor Wealth Advisor dedicated to helping clients navigate their financial future with clarity and confidence. Stifel Financial Corp. Member FINRA/SIPC.

Shasta County native who believes in personalized planning, strong relationships, and enjoying the outdoors whenever possible. CA Insurance License

"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 compa

ny 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. 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. 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.

It can be difficult to know what to ask when you’re new to Medicare. We have a handy list of questions—and answers—to he...
09/07/2026

It can be difficult to know what to ask when you’re new to Medicare. We have a handy list of questions—and answers—to help you get started. Learn more here:

Take the guesswork out of your IEP or SEP with this helpful article.

Ready to retire? Prepare with these key questions for those ready to take the big step.
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Ready to retire? Prepare with these key questions for those ready to take the big step.

Key questions to answer when you are considering retirement.

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gaine...
09/04/2026

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gained 2.62% and the S&P/TSX Composite rose 2.96%, even as softening retail sales kept consumer spending in focus. Back-to-school season adds another data point to that story, with spending expected to reach \$146.8 billion in the U.S. and \$4.5 billion in Canada this year.

Monthly Market Insights | September 2026 U.S. and Canadian Markets Renewed enthusiasm for AI pushed stocks higher in August as investors looked past mixed economic signals. The Standard & Poor’s 500 Index advanced 2.62 percent, while the Nasdaq Composite rose 3.93 percent. The Dow Jones Industrial...

Are you considering a FIRE retirement? Learn the basics here.
09/02/2026

Are you considering a FIRE retirement? Learn the basics here.

This short, informative article teaches the basics of the FIRE movement.

Learn more about whether you need to pay estimated taxes.
08/31/2026

Learn more about whether you need to pay estimated taxes.

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

Three important questions to consider before you start taking.
08/28/2026

Three important questions to consider before you start taking.

When to start? Should I continue to work? How can I maximize my benefit?

Earnings season can move markets. Find out why.
08/26/2026

Earnings season can move markets. Find out why.

Earnings season can move markets. What is it and why is it important?

Ever wondered what ETFs are (and no, we're not talking about electronic transfers)? Check out this simple guide that bre...
08/24/2026

Ever wondered what ETFs are (and no, we're not talking about electronic transfers)? Check out this simple guide that breaks down everything you need to know about this popular investment option!

Educational ETF infographic explaining benefits, types & mechanics. Features current statistics and citations.

How does life change after retirement? This infographic explores the lifestyle and financial shifts many retirees experi...
08/21/2026

How does life change after retirement? This infographic explores the lifestyle and financial shifts many retirees experience in their first year.

A visual comparison showing how daily life, income, and routines often shift during the first year of retirement.

Insurance is designed to protect you from financial loss, but filing a claim may cost you more in the long run.
08/19/2026

Insurance is designed to protect you from financial loss, but filing a claim may cost you more in the long run.

Learn when it may not make sense to file a claim on your home insurance.

Address

500 Luther Road
Red Bluff, CA
96080

Telephone

+15302447199

Website

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