Stephen M. Thomsen, CFP, Senior Vice President/Investments - Stifel

Stephen M. Thomsen, CFP, Senior Vice President/Investments - Stifel My team specializes in wealth management and retirement planning strategies for high net worth families, entrepreneurs, and institutions.

In memory of those we lost, and in honor of the heroes who rose that day—we remember.
09/11/2025

In memory of those we lost, and in honor of the heroes who rose that day—we remember.

As the year comes to a close, we shift our focus to 2025. In our December Investment Strategy Brief, we discuss the inco...
12/16/2024

As the year comes to a close, we shift our focus to 2025. In our December Investment Strategy Brief, we discuss the incoming administration, developing geopolitical events, and their potential impact on the economy and markets.

Click here to read the full piece: https://stifel.info/ISB0122024

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Republicans will have a unified government in 2025, with narrow majorities. In our November Investment Strategy Brief, w...
11/21/2024

Republicans will have a unified government in 2025, with narrow majorities. In our November Investment Strategy Brief, we discuss the policies of the new administration and their potential impact on the economy and markets.

Click here to read the full piece: https://stifel.info/ISB0102124

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Our September Investment Strategy Brief discusses Headwinds and Tailwinds affecting the economy and the markets going fo...
10/21/2024

Our September Investment Strategy Brief discusses Headwinds and Tailwinds affecting the economy and the markets going forward, even as we navigate changing Federal Reserve monetary policy and the run-up to the 2024 U.S. elections; https://stifel.info/ISB0102124

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09/23/2024

Our September Investment Strategy Brief discusses Headwinds and Tailwinds affecting the economy and the markets going forward, even as we navigate changing Federal Reserve monetary policy and the run-up to the 2024 U.S. elections; https://stifel.info/ISB0092324

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Our July/August Investment Strategy Brief discusses Embracing Change happening in the second half of 2024, like an antic...
07/29/2024

Our July/August Investment Strategy Brief discusses Embracing Change happening in the second half of 2024, like an anticipated economic slowdown after a strong first half, the upcoming U.S. elections, and the market rotation that began in July: https://stifel.info/ISB0072924

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Our June Investment Strategy Brief discusses what's in focus for the second half of 2024, including elections, inflation...
06/20/2024

Our June Investment Strategy Brief discusses what's in focus for the second half of 2024, including elections, inflation, Federal Reserve policy, a potential economic slowdown, and what these forces might mean for market performance going forward: https://stifel.info/ISB062024

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Recent economic and market data continue to reflect a resilient economy and corporate profits. Our May Investment Strate...
05/24/2024

Recent economic and market data continue to reflect a resilient economy and corporate profits. Our May Investment Strategy Brief discusses the economic and market implications of market interest rates staying higher for longer: https://stifel.info/ISB052424

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03/15/2024

In this week's , we share some insights on the current economic environment as we watch for a slowdown. https://stifel.info/SL031524

03/08/2024

In this week's , we provide an update on the 2024 election supercycle and offer insights on the evolving world order fueled by economic competition. https://stifel.info/SL030824

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+12024953560

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