Metcalf, Cole & Masopust Wealth Management Group - Stifel

Metcalf, Cole & Masopust Wealth Management Group - Stifel Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Metcalf, Cole & Masopust Wealth Management Group - Stifel, Financial service, 465 Heritage Road, Suite 2, Southbury, CT.

Elderly individuals are often targeted by online scammers seeking to exploit their trust and unfamiliarity with technolo...
09/04/2026

Elderly individuals are often targeted by online scammers seeking to exploit their trust and unfamiliarity with technology. Here are five actionable tips to help shield them from online scams: https://livesocial.seismic.com/aPEuJS

The House passed a spending bill that will fund the government through December 11. In doing so, it finished most of the...
09/03/2026

The House passed a spending bill that will fund the government through December 11. In doing so, it finished most of the legislative business through the November midterms. In this Potomac Perspective, Brian Gardner, Stifel's Chief Washington Policy Strategist, takes a look at the few matters that might be considered by Congress in September as well as some items that are expected to be considered during the lame duck session.

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

As a retirement plan sponsor, you are considered a fiduciary. That means you're responsible for acting in the best inter...
09/03/2026

As a retirement plan sponsor, you are considered a fiduciary. That means you're responsible for acting in the best interests of plan participants and overseeing the plan with care and diligence.

View more about fiduciary duties here:
https://livesocial.seismic.com/aDWjDq

If you're responsible for handling your family's finances, would your spouse be able to take over should something happe...
09/01/2026

If you're responsible for handling your family's finances, would your spouse be able to take over should something happen to you? Contact me to help guide your family through planning, reviews, and preparing for the unexpected.

Learn more here: https://livesocial.seismic.com/ai21PZ

Are you meeting with your attorney to review your estate plan? Review our helpful time-saving hints so you can be better...
08/28/2026

Are you meeting with your attorney to review your estate plan? Review our helpful time-saving hints so you can be better prepared to make the most of your time.

Learn more about important estate plan considerations here: https://livesocial.seismic.com/aATY1f

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/aP6Gv8

Many taxpayers may be confused when it comes to the taxation of capital gains, and for good reason!Learn more about the ...
08/21/2026

Many taxpayers may be confused when it comes to the taxation of capital gains, and for good reason!

Learn more about the Taxation of Capital Gains here: https://livesocial.seismic.com/a88FaE

Retirement goals can look different for everyone. Taking time to identify your priorities may help bring greater clarity...
08/18/2026

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/aHXWUb

08/17/2026

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.

https://stifel.info/SL081726

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/aKfMru

Address

465 Heritage Road, Suite 2
Southbury, CT
06488

Telephone

+12035864505

Website

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