The Smith Wealth Management Team - Stifel

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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 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.

The upcoming midterm elections will be held on Tuesday, November 3, 2026.Join Stifel's Michael O'Keeffe, CFA, Chief Inve...
10/15/2026

The upcoming midterm elections will be held on Tuesday, November 3, 2026.

Join Stifel's Michael O'Keeffe, CFA, Chief Investment Officer, and Brian Gardner, Chief Washington Policy Strategist, for two 45-minute sessions: the first to frame what is at stake and what markets have already discounted, the second to translate the results into portfolio implications.

Learn more here: https://livesocial.seismic.com/aVpLM8

Third-quarter earnings season is underway, and expectations are high. Companies in the S&P 500 are projected to deliver ...
10/15/2026

Third-quarter earnings season is underway, and expectations are high. Companies in the S&P 500 are projected to deliver nearly 30% earnings growth, with analysts raising estimates during the quarter rather than lowering them. In this week's |Lines, Stifel's Chief Investment Officer, Michael O'Keeffe explores what's driving the stronger earnings outlook, why growth remains concentrated in certain sectors, what company reports may reveal about consumers and artificial intelligence investment, and why some believe forward guidance may matter as much as the results themselves.

https://stifel.info/SL101526

Checked the weather? Streamed a football game on a flight? Sent a text from a remote area? There's a good chance a satel...
10/14/2026

Checked the weather? Streamed a football game on a flight? Sent a text from a remote area? There's a good chance a satellite played a role. When people think about the space economy, they often picture astronauts, moon missions, and sci-fi-worthy technology. The reality is much more Earth-focused. Satellites already help power communications, navigation, weather forecasting, agriculture, transportation, and national security.

For more information on this and to read the full piece, click here: https://livesocial.seismic.com/aAf4k_

Political tailwinds have benefited the financial services sector during the first two years of President Trump's term. W...
10/13/2026

Political tailwinds have benefited the financial services sector during the first two years of President Trump's term. We doubt that a Democratic win in the midterm elections would create a headwind for the industry, but, it might not enjoy as strong of a following breeze as it has to this point. In this note, it is discussed how the political environment could change for financials. Some headline risk is expected, especially for the Global Systemically Important Banks (GSIBs). However, few changes in policy are expected, although it is acknowledged there is an increased risk for the credit card industry.

Also updated are thoughts on the state of the midterms. The base case remains: The House is likely to flip, while the Republicans still maintain a slim advantage to retain the Senate (an admittedly nonconsensus view). In the Senate, Democrats lead the polls in enough races to win, but several of the leads are within the margin of error. It has been questioned whether they will hold up.

Read more here: https://livesocial.seismic.com/afGw9Q

The third quarter brought continued economic growth and gains in U.S. equities, even as renewed conflict in the Middle E...
10/09/2026

The third quarter brought continued economic growth and gains in U.S. equities, even as renewed conflict in the Middle East pushed energy prices higher and persistent inflation prompted the Federal Reserve to raise rates. In this edition of Quarterly Market Perspectives, we examine how these developments are shaping our year-end outlook and what they could mean for investor positioning.

Read the full piece here: https://livesocial.seismic.com/avA-bY

10/08/2026

Space is no longer just the domain of governments and astronauts. Falling launch costs, private-sector innovation, and growing strategic investment are expanding the range of commercial opportunities beyond Earth. In this week's , Stifel's Chief Investment Officer, Michael O'Keefe, explores how competition is accelerating the development of the space economy, the industries already benefiting from space-based technologies, and why investors should pay attention to a theme that could shape economic growth for decades.

https://stifel.info/SL100826

When the Art Gallery of Ontario acquired Portrait of a Lady Holding an Orange Blossom, curator Adam Levine couldn't resi...
10/07/2026

When the Art Gallery of Ontario acquired Portrait of a Lady Holding an Orange Blossom, curator Adam Levine couldn't resist a good mystery. Six years of archival digging, conservation work, crowdsourcing, and even a podcast later, the museum finally identified both the subject and the artist. Apparently, art history is just a very slow episode of CSI.

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

10/05/2026

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.

10/02/2026

Artificial Intelligence is no longer a future concept. It is already changing how individuals work, how businesses operate, and how value is created across the economy. In this week's , Stifel's Chief Investment Officer, Michael O'Keefe, explores how competition and free markets accelerated the development of AI, the growing debate around regulation and misuse, and why he continues to believe AI has the potential to boost productivity and support long-term economic growth.

https://stifel.info/SL100226

The S&P 500 was little changed in September, leaving year-to-date gains near 12%. Performance was narrow, with artificia...
10/01/2026

The S&P 500 was little changed in September, leaving year-to-date gains near 12%. Performance was narrow, with artificial intelligence-driven technology and semiconductor stocks leading the market, while rate-sensitive sectors, smaller companies, and large value stocks lagged.

Read the full piece: https://livesocial.seismic.com/adwag1

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