Eric Allen, Senior Vice President / Investments - Stifel

Home
United States
Spokane, WA
Eric Allen, Senior Vice President / Investments - Stifel

Call Directions Website Contact the business

After hours by appointment only. Our commitment to placing clients’ best interests first drives everything we do. Stifel Financial Corp.

Stifel’s dedication to offering personalized financial guidance at a reasonable cost has made our company one of the largest investment firm in America. Whether your portfolio is best managed on a fee basis, a transaction basis, or a combination of both, my team will run the numbers and discuss which options work best for you. Why accept one-size-fits-all financial guidance when you can work with an experienced professional offering comprehensive, strategies designed specifically for you? CA Insurance Lic. #4513067

Stifel Financial Corp. 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. Statements and messages are for U.S. residents only and are subject to the following terms: www.stifel.com/disclosures.

11/03/2026

Many people donate to charity in the form of cash. This could potentially be a mistake, especially if you hold securities with unrealized long-term gains. Donating appreciated stock is a cashless transaction that potentially yields additional tax benefits to the donor.

https://livesocial.seismic.com/ak7tHs

11/03/2026

We are pleased to share the latest Weekly Economic Brief from Stifel's Chief Economist, Dr. Lindsey Piegza, Ph.D, which provides a summary of the key developments impacting the economy and financial markets.

11/02/2026

In this note, Chief Washington Policy Strategist, Brian Gardner, forecasts how the equity markets might react on Wednesday morning to the midterm election results (to the extent the outcome is known). The market may have a knee-jerk reaction followed by a later reassessment. Regardless of the outcome, however, the base case is for gridlock in the coming two years. Few major policy changes are anticipated. Also given is the final outlook for the election. The race for the Senate majority is still too close to call, but if forced to make a prediction, a 50/50 Senate with Vice President Vance breaking the tie in favor of the Republicans is expected. It is noted that if the Senate majority is dependent on the Alaska race, then it could be several weeks before the outcome is known. The race for the House has been over for some time. The only question is the size of the Democrats' majority. It is thought it will be roughly in line with the post-World War II era during which the party not holding the White House has gained an average of 26 seats.

Read more here: https://livesocial.seismic.com/aj4_Ps

11/02/2026

Stifel's Chief Investment Officer, Michael O'Keeffe, recently explored how artificial intelligence is advancing through competition and innovation, as well as the opportunities and risks created by its rapid adoption. In this week's , our CIO Office shifts focus to the capital that is financing AI's growth. Stifel's Chief Investment Officer, Michael O'Keeffe, examines how companies are funding data center and computing infrastructure, who is providing that capital, and why understanding financing structures is just as important as understanding AI's long-term potential when evaluating investment opportunities.

Read the full report here: https://livesocial.seismic.com/atXMdV

11/02/2026

Startups are gene-editing crops to glow or turn purple when disease or pests strike, helping farmers spot trouble and act without widespread chemical use. A mood ring for the farm. If only the basil on the windowsill were this forthcoming.

For more information on this and to read the full piece, click here: https://livesocial.seismic.com/aFuSBs

10/30/2026

Wishing you and your loved ones a happy and safe Halloween!

10/29/2026

The Federal Reserve's decision to hold interest rates steady preserves the current borrowing costs, creating some stability amid ongoing economic fluctuations. While economic growth remains strong, inflation levels are still a concern, which may prompt future rate hikes before the end of the year.

As holiday shopping approaches, consumers should remain mindful of potential increases in borrowing costs, which could affect financing for upcoming expenses. Understanding these trends is crucial for making informed financial decisions.

CBS News

10/21/2026

This note looks at how several nonfinancial sectors could fare if Democrats win the midterm elections. As explained in the previous note, which covered financial services, a gridlock is expected. In such a situation, the Trump administration's regulatory agenda might be slowed down but not stopped. Democrats would lack the ability to reverse most of the Trump legislative agenda that has been implemented over the past two years.

Gridlock does not mean that no legislation will pass, but Democrats will be limited to pressure points (i.e. "must-pass" legislation) in order to enact some of their agenda. This note discusses what might be possible.

The view of the state of the election has not changed. Democrats are favored overwhelmingly to win the House. The race for the Senate majority is more of a coin flip. It is thought that Republicans have a better chance to remain in power there than do the prediction markets.

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

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

youtube.com

Address

201 West North River Drive, Suite 200
Spokane, WA
99201

Telephone

+15095705734

Website

http://ericallenwealthmanagement.com/

Alerts

Be the first to know and let us send you an email when Eric Allen, Senior Vice President / Investments - Stifel posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.