Springer Wealth Management Group - Stifel

Springer Wealth Management Group - Stifel After hours by appointment only. Jim Springer, Managing Director/Investments

Today you need more than information. Stifel Financial Corp.

You need the guidance of financial advisors who provide perspective that puts information into a context that’s relevant to you, your needs, and your life. Springer Wealth Management Group's focus is, providing wealth management and wealth preservation services that is comprehensive, and customized for high-net-worth individuals and businesses. In addition to modeling cash flow and investment proj

ections for potential income, growth, and tax savings, we also explore risk mitigation strategies and philanthropic and multi-generational wealth transfer strategies. We offer customized investment management with access to non-traditional asset classes. Our team of knowledgeable and experienced investment planning professionals believe that by placing your needs and interests first, you will prosper. At Stifel, we have established ourselves as one of the nation’s leading wealth management and investment banking firms. With more than 400 offices across the nation, our philosophy on investing is grounded on a more than 130-year-old tradition of trust, understanding, and solid, studied advice.
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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 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.

In case you missed it, Wall Streets Longest Tenured CEO, Stifel’s Ron Kruszewski was on CNBC this afternoon live from th...
06/02/2026

In case you missed it, Wall Streets Longest Tenured CEO, Stifel’s Ron Kruszewski was on CNBC this afternoon live from the Stifel Cross Sector Insight Conference in Boston. The big discussion was about the promise of AI. A replay is available here. Contact me to discuss👍https://www.cnbc.com/video/2026/06/02/stifel-ceo-ron-kruszewski-getting-concerned-with-the-financing-of-the-ai-build-out.html https://www.cnbc.com/video/2026/06/02/stifel-ceo-ron-kruszewski-getting-concerned-with-the-financing-of-the-ai-build-out.html

Ron Kruszewski, Stifel CEO, joins 'The Exchange' to discuss the chief executive's thoughts on AI, the latest jobs data and much more.

In this week's Economic Insight, Stifel's Chief Economist, Lindsey Piegza, Ph.D, takes an in-depth look at the state of ...
06/01/2026

In this week's Economic Insight, Stifel's Chief Economist, Lindsey Piegza, Ph.D, takes an in-depth look at the state of the federal government's balance sheet, the runup in liabilities, the buyers of U.S. Treasuries, and the potential consequences of rising U.S. debt.

Read the full piece here: https://livesocial.seismic.com/ac1JRp

Resilient earnings, easing Middle East tensions, and renewed artificial intelligence enthusiasm extended the U.S. equity...
06/01/2026

Resilient earnings, easing Middle East tensions, and renewed artificial intelligence enthusiasm extended the U.S. equity rally to nine straight weeks, even with sticky inflation and an increasingly divided Federal Reserve.

Read more here: https://livesocial.seismic.com/aJ4Y52

Noon Zoom Today!  Quick note that we’re hosting a CE educational luncheon covering advanced real estate tax strategies a...
06/01/2026

Noon Zoom Today! Quick note that we’re hosting a CE educational luncheon covering advanced real estate tax strategies and planning ideas for highly appreciated assets and liquidity events.

For those consulting clients in Advanced Tax Planning or Real Estate Investing, it’s timely information

* Who Should Attend?
* Real estate investors
* Business owners
* High-income earners
* Attorneys
* CPAs
* Anyone seeking to reduce taxes while building long-term wealth

Details/Register:

https://www.stifel.com/Newsletters/AdGraphics/invitations/_2026/D162_26/D162_26.html?fbclid=IwdGRjcASKXDRleHRuA2FlbQIxMQBzcnRjBmFwcF9pZAo2NjI4NTY4Mzc5AAEeCc0P-nb2-NiRX_0ULdoC4v9odajb7OD0PJxVCTv0TOgsA92Lwpo0qz_hkTA_aem_-ckCMQM9b2gw1RpSnPWE8g

You're Invited - MAXIMIZE WEALTH WITH REAL ESTATE TAX STRATEGIES

After a long nap, the IPO market is finally waking up – and not quietly. Through the first quarter of 2026, 35 companies...
05/28/2026

After a long nap, the IPO market is finally waking up – and not quietly. Through the first quarter of 2026, 35 companies have gone public raising approximately $9.9 billion, according to Renaissance Capital, marking the strongest start since the 2021 surge.

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

In the latest Potomac Perspective, Brian Gardner, Stifel's Chief Washington Policy Strategist, updates views on housing ...
05/21/2026

In the latest Potomac Perspective, Brian Gardner, Stifel's Chief Washington Policy Strategist, updates views on housing legislation and the CLARITY Act. The chances that Congress will pass the House's version of the housing bill (which is more benign for the build-to-rent industry than the Senate bill) have risen, and the prospects for the Senate's bill have diminished. He maintains the view on the prospects for the CLARITY Act and notes some new complications for passing the bill in 2027.

Read more here: https://livesocial.seismic.com/ay1W_u

Over in Cambridge, Massachusetts, students are suffering from too much success. They've been handing out so many A's at ...
05/20/2026

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/awM0UV

In this week's Economic Insight, Stifel's Chief Economist, Lindsey Piegza, Ph.D, offers an updated view on the economy, ...
05/19/2026

In this week's Economic Insight, Stifel's Chief Economist, Lindsey Piegza, Ph.D, offers an updated view on the economy, policy, and what to expect looking out further into 2026.

Watch the full report here: https://livesocial.seismic.com/acssJW

Quick note that we’re hosting a CE educational luncheon at Capital Grille covering advanced real estate tax strategies a...
05/19/2026

Quick note that we’re hosting a CE educational luncheon at Capital Grille covering advanced real estate tax strategies and planning ideas for highly appreciated assets and liquidity events.

For those unable to attend in person, webinar CE options are also available. For those consulting clients in Advanced Tax Planning or Real Estate Investing, it’s timely information

* Who Should Attend?
* Real estate investors
* Business owners
* High-income earners
* Attorneys
* CPAs
* Anyone seeking to reduce taxes while building long-term wealth

Details/Register:

You're Invited - MAXIMIZE WEALTH WITH REAL ESTATE TAX STRATEGIES

Quick note that we’re hosting a CE educational luncheon at Capital Grille covering advanced real estate tax strategies a...
05/18/2026

Quick note that we’re hosting a CE educational luncheon at Capital Grille covering advanced real estate tax strategies and planning ideas for highly appreciated assets and liquidity events.

For those unable to attend in person, webinar CE options are also available. For those interested in Advanced Tax Planning or Real Estate Investing, Thought it may be worthwhile for you or your firm.

Details/Register:

You're Invited - MAXIMIZE WEALTH WITH REAL ESTATE TAX STRATEGIES

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