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.

06/12/2026

The case for "higher for longer" interest rates is strengthening. Firming inflation, a resilient job market, and mounting government debt are putting upward pressure on rates and complicating the Fed's path forward. In this , our CIO Office breaks down the data driving this shift - and the potential implications for growth and equity market volatility.

https://stifel.info/SL061226

Congress passed a reconciliation bill to fund immigration enforcement agencies, setting the stage for potential movement...
06/11/2026

Congress passed a reconciliation bill to fund immigration enforcement agencies, setting the stage for potential movement on economic policy bills such as housing and crypto legislation. Brian Gardner outlines what's next and the hurdles facing these proposals, along with a possible markup of artificial intelligence legislation, the SEC's next steps on equity market structure, and the implications of a recent update on the Social Security trust fund.

Read about this and more in Potomac Perspective: https://livesocial.seismic.com/a55VyE

Understanding your retirement expenses can help you prepare for what's ahead. Balancing needs, wants, and wishes can hel...
06/09/2026

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/aw50Mw

06/05/2026

Inflation has eased from its post-pandemic highs, but it remains stubbornly above the Fed's 2% target. In this week's , our CIO Office examines why inflation is harder to read, complicating the Fed's policy path, and keeping investors focused on the risk of higher-for-longer rates.

https://stifel.info/SL060526

Headquartered in St. Louis, Missouri, and with roots dating back to 1890, Stifel is one of the nation's leading full-ser...
06/05/2026

Headquartered in St. Louis, Missouri, and with roots dating back to 1890, Stifel is one of the nation's leading full-service wealth management and investment banking firms.

Learn more about Stifel here: https://livesocial.seismic.com/aBe-pD

Understanding your retirement expenses can help you prepare for what's ahead. Balancing needs, wants, and wishes can hel...
06/02/2026

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/afFInF

Geopolitical risk is becoming a more persistent force shaping markets, supply chains, inflation, and corporate strategy....
05/25/2026

Geopolitical risk is becoming a more persistent force shaping markets, supply chains, inflation, and corporate strategy. In this week's , our CIO Office discusses why investors should focus less on predicting the next event and more on building portfolios around quality, diversification, pricing power, and resilience.

Read more here: https://stifel.info/SL052226 https://livesocial.seismic.com/aaaRup

Having an estate plan in place is important for anyone that has a home, a car, investments, real estate, a retirement pl...
05/22/2026

Having an estate plan in place is important for anyone that has a home, a car, investments, real estate, a retirement plan, business interests, or personal property. Having an estate plan allows you to provide for the management of your assets while you are alive and how and to whom you would like your estate distributed at your death. If you are just starting to plan, these may be important questions to consider.

In the latest Potomac Perspective, Brian Gardner, Stifel's Chief Washington Policy Strategist, updates views on housing ...
05/21/2026

In the latest Potomac Perspective, Brian Gardner, Stifel's Chief Washington Policy Strategist, updates views on housing legislation and the CLARITY Act. The chances that Congress will pass the House's version of the housing bill (which is more benign for the build-to-rent industry than the Senate bill) have risen, and the prospects for the Senate's bill have diminished. He maintains the view on the prospects for the CLARITY Act and notes some new complications for passing the bill in 2027.

Read more here: https://livesocial.seismic.com/ae3HlX

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465 Heritage Road, Suite 2
Southbury, CT
06488

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