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

America's debt situation has been getting plenty of attention lately, and this isn't the first debt drama in history. Ne...
09/02/2026

America's debt situation has been getting plenty of attention lately, and this isn't the first debt drama in history. Nearly 500 years ago, Henry VIII faced a budget problem ... His strategy? Quietly reduce the amount of gold and silver in England's coins while keeping their face value the same. People eventually caught on, and the episode became one of history's earliest examples of currency debasement.

For more information on this and to read the full piece, click here: https://livesocial.seismic.com/aOuU52

U.S. equities closed in August near record highs as strong artificial intelligence-related earnings outweighed mid-month...
09/01/2026

U.S. equities closed in August near record highs as strong artificial intelligence-related earnings outweighed mid-month jitters over rising long-term yields and questions about the durability of AI spending.

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

In this week's Economic Insight, Stifel's Chief Economist, Lindsey Piegza, Ph.D, discusses massive volatility in the glo...
08/31/2026

In this week's Economic Insight, Stifel's Chief Economist, Lindsey Piegza, Ph.D, discusses massive volatility in the global energy market hurting American consumers as gasoline prices spiked to a four-year high of $4.56 a gallon in May. Since then, prices have cooled somewhat, down 10%, but they are still 45% higher than at the start of the year.

Read the full report here: https://livesocial.seismic.com/ar9j1j

The U.S. government crossed $40 trillion in debt last week. That number has doubled in less than a decade, and it showed...
08/26/2026

The U.S. government crossed $40 trillion in debt last week. That number has doubled in less than a decade, and it showed up about two years earlier than forecasters penciled in.

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

The dog days of August may be providing a glimpse of what investors should expect following the midterm elections. The r...
08/24/2026

The dog days of August may be providing a glimpse of what investors should expect following the midterm elections. The resulting gridlock is likely to mean that Congress will be limited in what it can pass. Instead, it is expected that the regulatory agencies and the Federal Reserve are to be the venues where the policy action takes place.

Read more in Potomac Perspective from Brian Gardner: https://livesocial.seismic.com/aDBfMU

July's headline jobs numbers looked … fine. Unemployment fell to 4.1%, even though the economy unexpectedly lost 23,000 ...
08/19/2026

July's headline jobs numbers looked … fine. Unemployment fell to 4.1%, even though the economy unexpectedly lost 23,000 jobs.

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

In this week's Economic Insight, Stifel's Chief Economist, Lindsey Piegza, Ph.D, offers an updated view on the economy, ...
08/17/2026

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/aHfnmA

News reports suggest that President Trump is considering proposals to cut the capital gains tax. The idea that the Treas...
08/13/2026

News reports suggest that President Trump is considering proposals to cut the capital gains tax. The idea that the Treasury Department can act independently to change the rules for the capital gains tax has been floated before, but doubt that it has the authority to act. Absent administrative action, Congress would need to change the law and that is unlikely to occur in 2026. In this note, Brian Gardner, Stifel's Chief Washington Policy Strategist reviews some of the options and describes the significant hurdles that each proposal would face.

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

The U.S. opening weekend ticket sales for Spider-Man: Brand New Day topped $360 million, making it the highest-grossing ...
08/12/2026

The U.S. opening weekend ticket sales for Spider-Man: Brand New Day topped $360 million, making it the highest-grossing U.S. domestic opening weekend of all time.

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

🏡💰 MAXIMIZING WEALTH WITH REAL ESTATE TAX STRATEGIESWe’re excited to host a special CE Educational Luncheon TODAY at The...
08/12/2026

🏡💰 MAXIMIZING WEALTH WITH REAL ESTATE TAX STRATEGIES

We’re excited to host a special CE Educational Luncheon TODAY at The Capital Grille at UTC focused on some of today’s most powerful tax-advantaged real estate strategies.

With recent changes in the tax law, this is an especially timely discussion for CPAs, attorneys, real estate professionals, business owners, investors, and high-income earners looking for strategies designed to reduce taxes while building long-term wealth.

We’ll explore:

🔹 1031 Exchanges and advanced exchange planning
🔹 Delaware Statutory Trusts (DSTs) for passive real estate ownership
🔹 1031 → 721 Exchanges and longer-term tax planning opportunities
🔹 Qualified Opportunity Zones (QOZs)
🔹 100% Bonus Depreciation and what it may mean for investors in 2026
🔹 How these strategies may potentially be combined or “stacked” to seek greater tax efficiency
🔹 Access to institutional-quality real estate strategies

🎤 Featured Speaker:
Joe Kingsley, Senior Vice President
Inland Securities Corporation

📍 The Capital Grille – University Town Center
📅 Wednesday, August 12
🕛 12:00 p.m.
🍽️ Lunch will be served

Can’t attend today? We also have upcoming Zoom webinars and another Sarasota luncheon, including September 14, October 21, November 2 and December 7.

🎓 One hour of CLE credit for attorneys and CPE credit for CPAs.

If you have clients facing large capital gains, appreciated real estate, a business sale or another significant liquidity event, these are strategies worth understanding.

Please feel free to share this invitation with a CPA, attorney, Realtor, business owner or investor who may benefit.

📞 RSVP: Mary Amato at (941) 329-6289
📧 [email protected]

Springer Wealth Management Group at Stifel

Address

2 North Tamiami Trail, Suite 700
Sarasota, FL
34236

Alerts

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

Contact The Business

Send a message to Springer Wealth Management Group - Stifel:

Shortcuts

Share