Julie Hassna, Financial Advisor - Stifel

Julie Hassna, Financial Advisor - Stifel Helping clients pursue their financial goals. After Hours By Appointment Only

CA Insurance Lic.

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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.

When you save for retirement through your employer's plan, you can usually choose to make pre tax contributions, Roth co...
06/01/2026

When you save for retirement through your employer's plan, you can usually choose to make pre tax contributions, Roth contributions, or a combination of both. Understanding the difference can help you decide what's potentially best for your financial future.

View a comparison chart of a pre-tax verses Roth here: https://livesocial.seismic.com/avjJlL

Geopolitical risk is becoming a more persistent force shaping markets, supply chains, inflation, and corporate strategy....
05/22/2026

Geopolitical risk is becoming a more persistent force shaping markets, supply chains, inflation, and corporate strategy. In this week's , our CIO Office discusses why investors should focus less on predicting the next event and more on building portfolios around quality, diversification, pricing power, and resilience.

Read more here: https://stifel.info/SL052226 https://livesocial.seismic.com/awwfbe

Summer meals can be both delicious and simple. A refreshing Tomato Cucumber Feta Salad or a sweet Mango Salad adds vibra...
05/21/2026

Summer meals can be both delicious and simple. A refreshing Tomato Cucumber Feta Salad or a sweet Mango Salad adds vibrant flavors to any table. For something hearty, Grilled Mushrooms or a Lemon Herb Pasta Salad might be perfect. Options like Ratatouille and Ranch Slaw showcase seasonal veggies beautifully. These easy recipes promise to elevate any cookout or picnic. Explore these tasty ideas to enhance summer gatherings.

ThePioneerWoman.com

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.

https://stifel.info/SL051426

When you leave an employer, you usually have several options for your retirement plan. Understanding those choices can h...
05/12/2026

When you leave an employer, you usually have several options for your retirement plan. Understanding those choices can help you make informed decisions for your financial future.

05/08/2026

AI is transitioning from a long-term investment theme to a measurable driver of markets and the economy. Capex is surging, earnings are strengthening, and AI-related investment is showing up in GDP. Check out the latest to better understand why investors will focus on whether that spending produces durable earnings, productivity, and monetization.

https://stifel.info/SL050826

A Savings Incentive Match Plan for Employees (SIMPLE) IRA is an employer-sponsored retirement plan allowing both employe...
05/05/2026

A Savings Incentive Match Plan for Employees (SIMPLE) IRA is an employer-sponsored retirement plan allowing both employee and employer contributions.

Learn more here: https://livesocial.seismic.com/a4NM3G

05/01/2026

The UAE's exit from OPEC underscores a longer-term decline in the cartel's influence, as rising U.S. energy dominance and geopolitical tensions continue to reshape power dynamics in global oil markets. Learn more in this week's .

https://stifel.info/SL050126

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Sacramento, CA

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