Josey Wealth Management Group - Stifel

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Josey Wealth Management Group - Stifel

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After hours by appointment only. Ryan A. Josey, Financial Advisor
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Stifel Financial Corp. Stifel Financial Corp. Statements and messages are for U.S.

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. residents only and are subject to the following terms: www.stifel.com/disclosures.

10/20/2026

This month, Stifel's Chief Investment Officer, Michael O'Keefe looks beyond the midterm elections to artificial intelligence's continuing influence on the economy and markets. Our CIO Office revisits capabilities, adoption, and investment spending, along with the questions surrounding financing, power, productivity, and profits.

Read the full report here: https://stifel.info/ISB102026

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10/09/2026

The third quarter brought continued economic growth and gains in U.S. equities, even as renewed conflict in the Middle East pushed energy prices higher and persistent inflation prompted the Federal Reserve to raise rates. In this edition of Quarterly Market Perspectives, we examine how these developments are shaping our year-end outlook and what they could mean for investor positioning.

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

09/21/2026

In this month's Investment Strategy Brief, our CIO Office unpacks numerous crosscurrents in the current environment, including Iran/oil prices, inflation/Federal Reserve policy, fiscal trajectory/elevated rates, and artificial intelligence infrastructure/deployment.

Read the full report here: https://stifel.info/ISB092026

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09/11/2026

Please take a moment to remember those who lost their lives on 9/11. We will never forget.

08/19/2026

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/aplwUu

07/30/2026

This month, Stifel's Chief Investment Officer, Michael O'Keeffe shares a mid-summer update across five fronts: the path forward after the U.S.-Iran peace agreement, an economy resilient despite risks, a "higher for longer" rate backdrop, equity valuations and earnings in focus, and the long-term themes – led by artificial intelligence – defining the future.

Read the full report here: https://stifel.info/ISB072026

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07/09/2026

After an unsettled start to the year, the second quarter saw markets roar back – even as a new Federal Reserve chair, firmer inflation, and a fragile Middle East de-escalation reshaped the path for growth, rates, and returns. In this edition of Quarterly Market Perspectives, we examine how these forces are shaping our second-half outlook and what they could mean for investor positioning.

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

06/22/2026

This month, our CIO Office explores how a U.S.-Iran agreement may shape our second half outlook, including a discussion about GDP growth, inflation, Federal Reserve policy, yields, equities, and why market performance may broaden.

Read more here: https://stifel.info/ISB042026

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05/20/2026

Financial stress is the number one driver of declining emotional health in America. But it doesn't have to be that way. As a Financial Advisor, I can help you reduce uncertainty by building a clear, personalized plan tailored to your goals.

As noted in the Northwestern Mutual's 2026 Planning & Progress Study, 71% of Americans with a financial advisor said they felt financially secure, while only 38% without an advisor agreed. You're welcome to reach out to me to discuss your goals, let Mental Health Month serve as a reminder to review your financial well being.

04/20/2026

In this month's Investment Strategy Brief, Stifel's Chief Investment Officer, Michael O'Keeffe, discusses environmental headwinds and tailwinds in 2026, especially around the Middle East conflict and artificial intelligence.

https://stifel.info/ISB042026

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Address

15 Lake Street, Suite 140
Savannah Gardens, GA
31411

Telephone

+19125983010

Website

https://www.joseywmg.com/

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