The Smith Wealth Management Team - Stifel

The Smith Wealth Management Team - Stifel and its affiliated companies (“Stifel”) reserve the right to retain, monitor, and reproduce all electronic communications consistent with applicable law.

Rhonda Smith - Senior Vice President/Investments
Katelyn Smith - Financial Advisor
Paola Robles - Registered Client Service Associate
Helaina Safley - Client Service Associate

After Hours By Appointment Only
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Stifel Financial Corp. Stifel Financial Corp. is the parent company of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. Stifel will not accept purchase or sales orde

rs 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.

With a clear vision for the future, Helaina is focused on earning her licenses and progressing toward becoming a fully l...
09/01/2026

With a clear vision for the future, Helaina is focused on earning her licenses and progressing toward becoming a fully licensed Financial Advisor by 2026.

Supported by her team, mentors, and family, she's building her career in an environment that's collaborative, encouraging, and growth-focused. In five years, she sees herself licensed, graduated, and continuing her journey with the Smith Wealth Management team.

We're excited to watch her goals turn into milestones.

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U.S. equities closed in August near record highs as strong artificial intelligence-related earnings outweighed mid-month...
09/01/2026

U.S. equities closed in August near record highs as strong artificial intelligence-related earnings outweighed mid-month jitters over rising long-term yields and questions about the durability of AI spending.

Read the full piece here:https://livesocial.seismic.com/asPPT2

We are pleased to share the latest Weekly Economic Brief from Stifel's Chief Economist, Dr. Lindsey Piegza, Ph.D, which ...
08/31/2026

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.

Watch the full report here: https://livesocial.seismic.com/adr8wX

In this week's Economic Insight, Stifel's Chief Economist, Lindsey Piegza, Ph.D, discusses massive volatility in the glo...
08/31/2026

In this week's Economic Insight, Stifel's Chief Economist, Lindsey Piegza, Ph.D, discusses massive volatility in the global energy market hurting American consumers as gasoline prices spiked to a four-year high of $4.56 a gallon in May. Since then, prices have cooled somewhat, down 10%, but they are still 45% higher than at the start of the year.

Read the full report here: https://livesocial.seismic.com/aOC4ms

The U.S. government crossed $40 trillion in debt last week. That number has doubled in less than a decade, and it showed...
08/26/2026

The U.S. government crossed $40 trillion in debt last week. That number has doubled in less than a decade, and it showed up about two years earlier than forecasters penciled in.

For more information on this and to read the full piece, click here: https://livesocial.seismic.com/aBnK09

From job shadowing in high school to building a career grounded in mentorship and collaboration, Helaina's journey is a ...
08/25/2026

From job shadowing in high school to building a career grounded in mentorship and collaboration, Helaina's journey is a great example of how early inspiration can help shape long-term success.

She's driven by teamwork, energized by goal-setting, and known for her positive, can-do attitude. What she values most? Working alongside her team while supporting others along the way.

Stay tuned for Part 2 as we continue to spotlight Helaina and her impact.

amazonaws.com

08/24/2026

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.

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/aCuC9D

Why do financial advisors choose Stifel? The answers vary, but the themes are remarkably consistent. Hear directly from ...
08/24/2026

Why do financial advisors choose Stifel? The answers vary, but the themes are remarkably consistent. Hear directly from advisors who made the move and what they've found since joining.

Read more at the link,
https://livesocial.seismic.com/aqZuz8

July's headline jobs numbers looked … fine. Unemployment fell to 4.1%, even though the economy unexpectedly lost 23,000 ...
08/19/2026

July's headline jobs numbers looked … fine. Unemployment fell to 4.1%, even though the economy unexpectedly lost 23,000 jobs.

For more information on this and to read the full piece, click here: https://livesocial.seismic.com/a_c7wx

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