Daniel Wright, Senior Vice President/Investments, The Wright Group - Stifel

Daniel Wright, Senior Vice President/Investments, The Wright Group - Stifel After Hours By Appointment Only
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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. Statements and messages are for U.S. residents only and are subject to the following terms: www.stifel.com/disclosures.

Our CIO Office recently highlighted the lofty expectations for second quarter earnings. With reporting season now largel...
08/20/2026

Our CIO Office recently highlighted the lofty expectations for second quarter earnings. With reporting season now largely complete, companies did more than meet that elevated bar. In this week's , our CIO Office revisits the expectations outlined in July, assesses where results stand today, and discusses what stronger-than-expected earnings, accelerating revenue growth, and continued AI-driven spending could mean for investors.

Read more here: https://livesocial.seismic.com/6PgRq https://livesocial.seismic.com/aYDFKr

Many families aspire to give their children a strong financial start, but understanding and determining the best path fo...
08/18/2026

Many families aspire to give their children a strong financial start, but understanding and determining the best path forward can be challenging. The One Big Beautiful Bill Act (OBBBA), signed into law on July 4, 2025, introduced a new option – the Trump Account.

Here are some of the important details surrounding these new accounts: https://livesocial.seismic.com/a265CV

Our Wealth Planning Department offers many services that can help effectively develop each client's personalized strateg...
08/16/2026

Our Wealth Planning Department offers many services that can help effectively develop each client's personalized strategy.

Learn more here: https://livesocial.seismic.com/akUeuq

Understanding your retirement expenses can help you prepare for what's ahead. Balancing needs, wants, and wishes can hel...
08/15/2026

Understanding your retirement expenses can help you prepare for what's ahead. Balancing needs, wants, and wishes can help support your lifestyle and legacy.

Complete our Retirement Income Workbook here: https://livesocial.seismic.com/ari1pP

01/25/2026
07/13/2024
Take a look as top teams continue to make the move to Stifel! Advisor support, industry-leading technology, nationally r...
06/04/2024

Take a look as top teams continue to make the move to Stifel! Advisor support, industry-leading technology, nationally recognized research, and the list goes on. What more could you want in a firm?

www.advisorhub.com

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36 Jordan Street
Skaneateles, NY
13152

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