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Julie Hassna, Financial Advisor - Stifel

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Sacramento, CA
Julie Hassna, Financial Advisor - Stifel

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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. Stifel Financial Corp. 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.

10/30/2026

Stifel's Chief Investment Officer, Michael O'Keeffe, recently examined why the midterm elections may do little to change the broader direction in Washington. In this week's , he focuses on where the election could matter more, exploring potential impacts on trade, healthcare, financial services, defense, domestic manufacturing, and clean energy, and what those policy shifts could mean for investors.

https://stifel.info/SL103026

10/23/2026

Stifel's Chief Investment Officer, Michael O'Keeffe, recently explored how artificial intelligence is advancing through competition and innovation, as well as the opportunities and risks created by its rapid adoption. In this week's , our CIO Office shifts focus to the capital that is financing AI's growth. Stifel's Chief Investment Officer, Michael O'Keeffe, examines how companies are funding data center and computing infrastructure, who is providing that capital, and why understanding financing structures is just as important as understanding AI's long-term potential when evaluating investment opportunities.

Read the full report here: https://livesocial.seismic.com/aH0-Mz

10/15/2026

Third-quarter earnings season is underway, and expectations are high. Companies in the S&P 500 are projected to deliver nearly 30% earnings growth, with analysts raising estimates during the quarter rather than lowering them. In this week's |Lines, Stifel's Chief Investment Officer, Michael O'Keeffe explores what's driving the stronger earnings outlook, why growth remains concentrated in certain sectors, what company reports may reveal about consumers and artificial intelligence investment, and why some believe forward guidance may matter as much as the results themselves.

https://stifel.info/SL101526

10/09/2026

The third quarter brought continued economic growth and gains in U.S. equities, even as renewed conflict in the Middle East pushed energy prices higher and persistent inflation prompted the Federal Reserve to raise rates. In this edition of Quarterly Market Perspectives, we examine how these developments are shaping our year-end outlook and what they could mean for investor positioning.

Read the full piece here: https://livesocial.seismic.com/aJbnq8

10/08/2026

Space is no longer just the domain of governments and astronauts. Falling launch costs, private-sector innovation, and growing strategic investment are expanding the range of commercial opportunities beyond Earth. In this week's , Stifel's Chief Investment Officer, Michael O'Keefe, explores how competition is accelerating the development of the space economy, the industries already benefiting from space-based technologies, and why investors should pay attention to a theme that could shape economic growth for decades.

https://stifel.info/SL100826

10/02/2026

Artificial Intelligence is no longer a future concept. It is already changing how individuals work, how businesses operate, and how value is created across the economy. In this week's , Stifel's Chief Investment Officer, Michael O'Keefe, explores how competition and free markets accelerated the development of AI, the growing debate around regulation and misuse, and why he continues to believe AI has the potential to boost productivity and support long-term economic growth.

https://stifel.info/SL100226

09/25/2026

With the 2026 midterm elections just six weeks away, investors are beginning to look beyond campaign headlines and toward the implications for markets and policy. In this week's , Stifel's Chief Investment Officer, Michael O'Keeffe discusses why divided government is likely to persist, how markets have historically behaved around midterm elections, and why the post-election policy environment may matter more than the election results themselves.

https://stifel.info/SL092526

09/18/2026

After cutting rates six times across 2024 and 2025, the Federal Reserve reversed course this week with a 0.25% rate hike as higher oil prices and renewed inflation pressures complicated the path back to 2%. In this week's , our CIO Office breaks down the Fed's decision, what the latest economic projections reveal, and why higher-for-longer rates may remain a key theme for investors.

https://stifel.info/SL091826

09/15/2026

Participants have the option of designating some or all their salary deferral as a Roth contribution to their 401(k) and 403(b) plans.

Review how designated Roth contributions work, including eligibility, tax treatment, and distribution rules:
https://livesocial.seismic.com/a-WHvg

09/11/2026

Long-term interest rates have moved higher, with the 30-year Treasury yield reaching a level last seen nearly two decades ago, alongside similar moves across Europe and Japan. In this week's , Stifel's Chief Investment Officer, Michael O'Keeffe discusses what's driving longer-term yields higher, the growing role of the term premium, and what it could mean for investors going forward.

https://stifel.info/SL091126

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Sacramento, CA

Opening Hours

Monday	8am - 4pm
Tuesday	8am - 4pm
Wednesday	8am - 4pm
Thursday	8am - 4pm
Friday	8am - 4pm

Telephone

+19167743700

Website

https://www.hassnafinancialteam.com/

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