Fenton Shellman Wealth Management Team - Stifel

05/29/2026

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

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05/28/2026

Looking to build confidence around your financial future? 🌿

Join us next Thursday, June 4 at 5:45 p.m. for our Women's Financial Empowerment Gathering—learning, connection, and calm conversations around insurance, annuities & Social Security.

All are welcome—bring a friend!

05/14/2026

Summer is almost here ☀️ Join us for our Women's Financial Empowerment Gathering on Thursday, June 4 at Studio North Collective.

This month we're breaking down the basics of insurance, annuities & Social Security—clear, approachable, and jargon-free.

Bring a friend and enjoy an uplifting evening of learning and connection. 💛

Our last gathering until fall!

05/13/2026

The Senate Banking Committee is scheduled to mark up cryptocurrency legislation (the CLARITY Act). Despite efforts to reach a compromise on the Stablecoin yield issue, as well as other matters, there may not be sufficient bipartisan support to pass the legislation through the full Senate. The bill will likely pass the committee, but the odds that the CLARITY Act will become law in 2026 remain low.

Read more about the upcoming markup and what it could mean for the bill's prospects in the latest Potomac Perspective: https://livesocial.seismic.com/afth0U

05/11/2026

AI is transitioning from a long-term investment theme to a measurable driver of markets and the economy. Capex is surging, earnings are strengthening, and AI-related investment is showing up in GDP. Check out the latest to better understand why investors will focus on whether that spending produces durable earnings, productivity, and monetization.

Read more here:https://www.stifel.com/Newsletters/AdGraphics/InSight/Sightlines/2026/SL050826.pdf

05/11/2026

A proposed compromise on the Stablecoin yield issue won the general support of the crypto industry, but the banking sector said, "not enough." This may not improve the CLARITY Act's prospects. The SEC has proposed new rules that would allow publicly traded companies to file reports with the Commission on a semi-annual basis rather than quarterly. As expected, the switch would be voluntary, and we expect that most companies will continue to issue quarterly reports.

Read more in Potomac Perspective: https://livesocial.seismic.com/a1N0ke

05/04/2026

Federal Reserve Chairman Jerome Powell's decision to remain on the Federal Reserve Board carries political risk for the Trump administration and the banking industry. If Powell does not resign from the Board by the end of 2026 and if control of the Senate flips to the Democrats, then President Trump might find himself unable to fill the seat for the remainder of his term. In the latest Potomac Perspective, Brian Gardner, Stifel's Chief Washington Policy Strategist, discusses why that has implications for the administration's bank regulatory agenda.

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

05/04/2026

As of today, 4/30/26, the S&P 500 year to date return is up single digits (approximately 5%). The last time the S&P 500 finished the year with single digit returns was 2015. Does that surprise you?

See the chart for the distribution of S&P 500 returns since 1926: https://livesocial.seismic.com/w7v9w https://livesocial.seismic.com/atZm5n

05/04/2026

The UAE's exit from OPEC underscores a longer-term decline in the cartel's influence, as rising U.S. energy dominance and geopolitical tensions continue to reshape power dynamics in global oil markets. Learn more in this week's .

https://livesocial.seismic.com/fYq57 https://livesocial.seismic.com/aBcIh-

05/01/2026

A resilient U.S. economy, strong earnings, and a cease fire in the Middle East helped the S&P 500 to a new all-time high despite persistent inflation pressures and an increasingly divided Federal Reserve.

Read the full piece here: https://livesocial.seismic.com/aA_3gc