Skidaway Wealth Advisory Group - Stifel

04/08/2026

The first quarter closed with markets navigating a mix of crosscurrents – technological disruption, shifting policy, and geopolitical shock – each pulling on growth, inflation, and investor sentiment in different ways. In this edition of Quarterly Market Perspectives from our CIO Office, they analyze how these dynamics are influencing our outlook and what it means for investor positioning.

View more here: https://livesocial.seismic.com/aYyiNz

02/01/2026

Happy Birthday to our Branch Manager and Lead Advisor, David Thomson!

Wishing you a year of continued success and leadership at Skidaway Wealth Advisory Group!

01/27/2026

Click below to view this quarter's Market Perspectives from our CIO Office. We review the prior quarter's capital market returns and economic developments in the context of our outlook and asset allocation themes: https://livesocial.seismic.com/al2biB

01/15/2026

Join us for a LIVE 2026 Outlook Webinar!

The decisions you make heading into 2026 matter! We'll break down the key market and economic themes we're watching, the risks and opportunities ahead, and what it could mean for your financial plan.

Save your spot and click the link below to tune in! https://livesocial.seismic.com/a2AbdC

01/08/2026

Most financial stress doesn't come from bad decisions. It comes from being unprepared. One common thread we see again & again is the families who feel most confident are usually ones who prepared earlier.

Our Q1 Wealth Planning Newsletter focuses on:
• Getting ahead of tax season
• Understanding trustee responsibilities before saying yes
• Navigating new student loan rules
• Building tax-efficient retirement income

We share this to start better conversations, so if one of these topics is relevant to you or your family feel free to message us and continue the conversation! https://livesocial.seismic.com/aHq78k

12/23/2025

Happy Holidays from Skidaway Wealth Advisory Group!

Wishing you and your family joy, peace, and prosperity this holiday season!

10/17/2025

Click below to view this quarter's Market Perspectives from our CIO Office. We review the prior quarter's capital market returns and economic developments in the context of our outlook and asset allocation themes: https://livesocial.seismic.com/aV2HPb

10/09/2025

Medicare Open Enrollment is HERE! (Oct 15- Dec 7)

Big news: Starting in 2025, there's a $2,000 cap on out-of-pocket prescription drug costs. That's a game-changer for retirees and anyone planning ahead!

Feeling overwhelmed by all the options? You're not alone - and you don't have to go at it alone either.

At Stifel, we've teamed up with ClearMatch to give you free access to licensed Medicare agents who can help you:
- Compare Plans
- Understand the new changes
- Enroll with confidence

Whether you're retiring soon or just reviewing your coverage, let's chat about how this impacts your financial plan.

Reach out if you'd like to learn more or get started at www.clearmatchmedicare.com/stifel.

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07/30/2025

All we do is WIN 💪

Today, Stifel reports another milestone quarter with $1.3B in revenue, 21.7% ROTCE, and the strongest advisor recruiting in a decade. Our results reflect the strength of our advice-driven model, the dedication of our people, and our commitment to innovation- including the strategic use of AI to enhance advisor productivity and client outcomes.

Highlights:
• Record Q2 EPS and Revenue
• Record $516.5B in client assets
• 82 new financial advisors joined, including 36 from B. Riley
• Ranked the #1 Wealth Management Firm for Employee Advisor Satisfaction by J.D. Power for the 3rd consecutive year

As we look ahead, we’re energized by the momentum across our wealth management and institutional businesses, and we remain focused on delivering long-term value for clients, shareholders, and associates.



Read the full report: https://www.stifel.com/investor-relations/DownloadEarningsReleaseFile?id=244&fiscalYear=2025

*For J.D. Power 2025 award information, visit jdpower.com/awards. Compensation provided for using, not obtaining, the award.

07/22/2025

We’re back with the basics again. This time we’re going through types of investment accounts. If you’re new to investing, we’re here to help!

What questions do you have about financial literacy?