LeeAnn Leonard, Branch Manager, First Vice President/Investments - Stifel

06/15/2026

Reports from Microsoft are exposing AI's potential cost problem. Good news: The robots can do the work. Bad news: It might be cheaper to hire a human instead.

For more information on this and to read the full piece, click here: https://livesocial.seismic.com/aSS9IG

06/12/2026

Multi-generational estate planning is about more than passing wealth – it's about creating an enduring financial legacy designed to help protect assets and minimize taxes for generations to come.

View the key features of a building a multi-generational estate plan: https://livesocial.seismic.com/azXpq1

06/10/2026

Stifel's Chairman and CEO, Ron Kruszewski, joined ‘The Exchange' to discuss his thoughts on AI, the latest jobs data and much more.

Watch the full report here: https://www.cnbc.com/video/2026/06/02/stifel-ceo-ron-kruszewski-getting-concerned-with-the-financing-of-the-ai-build-out.html

06/08/2026

AI is reshaping how organizations operate, but success often hinges on adapting behavior, not just adopting technology. Many leaders face challenges similar to previous eras of digital transformation: issues with adoption, consistency, and realizing value. While AI's potential is clear, the real lesson lies in understanding the operational changes required to harness that potential effectively. Organizations that prioritize clarity around the problem, integrate AI into everyday routines, and commit to thorough implementation are more likely to thrive in this new landscape. Recognizing that AI accelerates the pace of decision-making further illustrates the importance of consistent ex*****on for maximizing return on investment.

Forbes Magazine

06/05/2026

IRA owners may take distributions of assets in cash or as securities.

Take a look: https://livesocial.seismic.com/aOCrEy

06/03/2026

Which one would you choose?

Get to know the key differences between these two retirement savings plans and make the best decision for your future: https://livesocial.seismic.com/agFpao

06/01/2026

A Disclaimer Trust is a flexible estate tax planning strategy that enables married couples to better manage the potentially competing objectives of reducing estate tax exposure and cost basis income tax planning.

Take a look at a primer on Disclaimer Trust planning here: https://livesocial.seismic.com/avpClg

05/28/2026

Congratulations to the class of 2026!

Now that you are stepping into the ‘adult world', explore our Financial Literacy Video Series to help build confidence and take control of your financial future:
https://vimeo.com/showcase/stifel-financial-literacy

05/27/2026

Over in Cambridge, Massachusetts, students are suffering from too much success. They've been handing out so many A's at Harvard that some faculty members are now stepping in. Grades have been inflated to the point where an A has gone from "genius-level achievement" to "solid attendance record."

For more information on this and to read the full piece, click here: https://livesocial.seismic.com/aYME62

05/26/2026

Stifel's 2025 Corporate Sustainability Report is now available.

"I am proud to share our 2025 Sustainability Report. This report details our commitment to creating long-term value and performance—for our clients, shareholders, communities, and each other." - Ron Kruszewski, Chairman and CEO

https://livesocial.seismic.com/a6Bo-Q