Julie Hassna, Financial Advisor - Stifel

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

CA Insurance Lic.

/*********/
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.

A Simplified Employee Pension Plan (SEP) combines the benefits of an employer-sponsored retirement plan with the simplic...
08/24/2026

A Simplified Employee Pension Plan (SEP) combines the benefits of an employer-sponsored retirement plan with the simplicity of an IRA. Employers make deductible contributions directly to individual IRAs owned by each participant.

Read more about the Simplified Employee Pension Plan (SEP):
https://livesocial.seismic.com/aM2ALU

08/17/2026

Our CIO Office recently highlighted the lofty expectations for second quarter earnings. With reporting season now largely complete, companies did more than meet that elevated bar. In this week's , our CIO Office revisits the expectations outlined in July, assesses where results stand today, and discusses what stronger-than-expected earnings, accelerating revenue growth, and continued AI-driven spending could mean for investors.

https://stifel.info/SL081726

08/06/2026

Two meetings into Kevin Warsh's tenure as Fed Chair, a new communication framework is beginning to take shape. In this week's , our CIO Office discusses what the Fed's reduced forward guidance, more visible internal debate, and evolving approach to policy communication could mean for investors.

https://stifel.info/SL080626

An employer can contribute the lesser of 25% of compensation or $72,000 for 2026 to a SEP IRA. A Solo 401(k) plan allows...
08/03/2026

An employer can contribute the lesser of 25% of compensation or $72,000 for 2026 to a SEP IRA. A Solo 401(k) plan allows an owner only business to contribute 25% of compensation plus an individual's salary deferral of $24,500, up to a maximum of $72,000 for 2026.

See how contribution options may fit your strategy:
https://livesocial.seismic.com/awgCGr

07/29/2026

Recent developments in the Middle East suggest the path to peace may be more complicated than it appears. In this , our CIO Office discusses why escalation and negotiation can be part of the same strategy, what coercive diplomacy means in practice, and why a Managed Off-Ramp remains the most likely outcome despite rising risks and uncertainty.

https://stifel.info/SL072826

Running your own business comes with unique planning opportunities. Learn how a Solo 401(k) works and who it may be desi...
07/27/2026

Running your own business comes with unique planning opportunities. Learn how a Solo 401(k) works and who it may be designed for, including key contribution limits and eligibility details.

Explore whether this retirement strategy fits your business:
https://livesocial.seismic.com/aG_c8X

Retirement goals can look different for everyone. Taking time to identify your priorities may help bring greater clarity...
07/20/2026

Retirement goals can look different for everyone. Taking time to identify your priorities may help bring greater clarity to the conversation.

Access the link to put your goals into focus:
https://livesocial.seismic.com/a7JBJU

07/16/2026

The Federal Reserve is taking a closer look at itself. Under new Chair Kevin Warsh, five task forces have been launched to review how the Fed measures the economy, manages its balance sheet, communicates with markets, and approaches inflation. In this , our CIO Office explores what these reviews could mean for monetary policy and why changes to Fed communication may matter most for investors.

https://stifel.info/SL071626

Roth vs. Traditional: Pay taxes now or later? Your choice can potentially shape your future savings.See which option may...
07/14/2026

Roth vs. Traditional: Pay taxes now or later? Your choice can potentially shape your future savings.

See which option may align with your financial goals:
https://livesocial.seismic.com/ak3nzY

Address

Sacramento, CA

Opening Hours

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

Telephone

+19167743700

Website

Alerts

Be the first to know and let us send you an email when Julie Hassna, Financial Advisor - Stifel posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category