Kris Taylor, Managing Director/Investments - Stifel

Kris Taylor, Managing Director/Investments - Stifel After hours by appointment only.
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and its affiliated companies (“Stifel”) reserve the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. 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. Statements and messages are for U.S. residents only and are subject to the following terms: www.stifel.com/disclosures.

Rising Debt Levels: Risks and Opportunities
10/14/2021

Rising Debt Levels: Risks and Opportunities

Join us as we take a look at "Rising Debt Levels: Risks and Opportunities." A discussion between Michael O'Keeffe, CFA, Stifel Chief Investment Officer, and Mike Gitlin, Partner, Fixed Income, Capital Group.

In a recent “Money Life with Chuck Jaffe” podcast, Stifel Director of Behavioral Finance, Sneha Jose, identifies common ...
09/30/2021

In a recent “Money Life with Chuck Jaffe” podcast, Stifel Director of Behavioral Finance, Sneha Jose, identifies common investor biases and explains how individuals’ hard-wired thinking can short circuit even the best-laid investment plans.

When it comes to investing, decision-making is often influenced by emotions and approaches that seem logical, but – in fact – are not. In a recent “Money Life with Chuck Jaffe” podcast, Stifel Director of Behavioral Finance, Sneha Jose, identifies common investor biases and explains how indi...

End of Summer Financial Checklist
09/02/2021

End of Summer Financial Checklist

Retirement Plans Quarterly | Summer Edition
07/29/2021

Retirement Plans Quarterly | Summer Edition

Summertime has finally arrived, and now it's time to plan vacations, barbeques, and trips to the amusement park. But, before you make those plans, it's important to consider some tips to help you make smart financial decisions. Now is a perfect time to make summer financial commitments and to develo...

Read our quick look at the pandemic and increasing focus on other important topics: http://bit.ly/SL061121
06/17/2021

Read our quick look at the pandemic and increasing focus on other important topics: http://bit.ly/SL061121

Spring 2021 Quick Pulse Check: Broadening Our View — Sight|Lines

Potomac Perspective — June 3, 2021
06/04/2021

Potomac Perspective — June 3, 2021

We provide a summary of some key parts of the Biden administration’s tax plans, which were recently released, and update our outlook for these proposals’ prospects of passing Congress. We also discuss the political process which seems to be teeing up a busy fall during which Congress could consi...

There's still time to contribute to your IRA for 2020. The contribution deadline has been extended to May 17, 2021.
05/13/2021

There's still time to contribute to your IRA for 2020. The contribution deadline has been extended to May 17, 2021.

Don't miss your chance to contribute for 2020!

Qualified Opportunity Funds (QOFs)
04/15/2021

Qualified Opportunity Funds (QOFs)

In an effort to spur growth in economically distressed areas across the nation, the Tax Cuts and Jobs Act of 2017 created a new investment vehicle known as a Qualified Opportunity Fund. An investment in a Qualified Opportunity Fund can serve as a great tax-planning tool for those who have recently r...

Women advisers run 401(k)s better than men: Morningstar
03/11/2021

Women advisers run 401(k)s better than men: Morningstar

401(k)s are better off in the hands of women, according to a report Tuesday from Morningstar. The report, coinciding with Women's History Month, found that plans administered by women were more likely than those overseen by men to have designs that encourage participation and diversification.

How confident are you during volatile markets? Take a look at this three-step approach to behavioral finance from Outloo...
03/04/2021

How confident are you during volatile markets? Take a look at this three-step approach to behavioral finance from Outlook 2021: Reflections and A Way Forward. bit.ly/OutlookStifel

How do you manage your emotions during challenging markets?

Are you retirement ready? Consider making a 2020 IRA contribution by April 15, 2021.
02/26/2021

Are you retirement ready? Consider making a 2020 IRA contribution by April 15, 2021.

Consider making a 2020 IRA contribution by April 15, 2021.

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