Jennifer Hardcastle, CFP, Vice President/Investments - Stifel

Jennifer Hardcastle, CFP, Vice President/Investments - Stifel I am a CERTIFIED FINANCIAL PLANNER® (CFP®) with a over 25 years of experience in the financial industry.

As a Financial Advisor with Stifel, I am dedicated to helping clients gain financial security through thoughtful, comprehensive wealth management.

Wishing you and your family a happy Labor Day!
09/01/2025

Wishing you and your family a happy Labor Day!

The President signed the One Big Beautiful Bill Act (OBBBA) on July 4, 2025. This new law addresses the expiration of te...
08/29/2025

The President signed the One Big Beautiful Bill Act (OBBBA) on July 4, 2025. This new law addresses the expiration of temporary provisions of the Tax Cuts and Jobs Act of 2017 (TCJA), makes changes to other tax laws, and creates some new tax provisions consistent with the President's campaign promises.

Whether for personal or business purposes, these changes could significantly influence your planning for 2025 and beyond.

Explore the full list of tax provisions and what they mean for you:
https://livesocial.seismic.com/1Qc8C https://livesocial.seismic.com/aKK441

Establishing a sound financial plan can provide you an opportunity to make the most of your assets and prepare yourself ...
08/07/2025

Establishing a sound financial plan can provide you an opportunity to make the most of your assets and prepare yourself for the future. A financial plan involves a thorough evaluation of your short- and long-term goals and consists of several key components. At Stifel, we're here to guide you through every step of the planning process.

Your credit score is your financial reputation. It tells lenders how likely you are to repay debt and affects your abili...
07/23/2025

Your credit score is your financial reputation. It tells lenders how likely you are to repay debt and affects your ability to get approved – and at what cost. Scores range from 300 to 850, with 690+ considered good.

But it's not just lenders who care – landlords, insurers, and even employers may check your score. So, how do you build a strong one? It comes down to five key factors.

Click here to learn more:
https://livesocial.seismic.com/aqUTy1

A decline in your portfolio can be painful. It may even tempt you to pull money out of the market to avoid further losse...
06/18/2025

A decline in your portfolio can be painful. It may even tempt you to pull money out of the market to avoid further losses. By the time you realize a rebound is underway, the best time to get back into the market may have already passed. In fact, missing the 10 best trading days over the past 20 years would have reduced your annual returns by 4.2% (annualized). View more here:http://www.stifel.com/Newsletters/AdGraphics/InSight/Market-Volatility/Time-In-The-Market.pdf https://livesocial.seismic.com/aMkXCe

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550 Broadview Avenue Suite 201
Warrenton, VA
20186

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