Mainstay Wealth Management Group - Stifel

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Mainstay Wealth Management Group - Stifel

Mainstay Wealth Management Group of Stifel is four advisors strong – with more than 115 years of investment experience. After hours by appointment only.

Drew Gleaves, APMA®, Senior Vice President/Investments
Mike Harlos, CFP®, Senior Vice President/Investments
Tim Harris, Vice President/Investments
Jim Cain, Vice President/Investments

Using our group's 115 years of investment experience, we specialize in helping you identify, quantify, and prioritize your financial goals into a customized investment plan tailored to your risk tolerance. We are co

mmitted to finding the appropriate financial strategies for your individual needs.
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Stifel Financial Corp. and its affiliated companies (“Stifel”) reserve the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. 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.

09/03/2026

The House passed a spending bill that will fund the government through December 11. In doing so, it finished most of the legislative business through the November midterms. In this Potomac Perspective, Brian Gardner, Stifel's Chief Washington Policy Strategist, takes a look at the few matters that might be considered by Congress in September as well as some items that are expected to be considered during the lame duck session.

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

09/02/2026

America's debt situation has been getting plenty of attention lately, and this isn't the first debt drama in history. Nearly 500 years ago, Henry VIII faced a budget problem ... His strategy? Quietly reduce the amount of gold and silver in England's coins while keeping their face value the same. People eventually caught on, and the episode became one of history's earliest examples of currency debasement.

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

08/26/2026

The U.S. government crossed $40 trillion in debt last week. That number has doubled in less than a decade, and it showed up about two years earlier than forecasters penciled in.

For more information on this and to read the full piece, click here: https://livesocial.seismic.com/alab3u

08/24/2026

The dog days of August may be providing a glimpse of what investors should expect following the midterm elections. The resulting gridlock is likely to mean that Congress will be limited in what it can pass. Instead, it is expected that the regulatory agencies and the Federal Reserve are to be the venues where the policy action takes place.

Read more in Potomac Perspective from Brian Gardner: https://livesocial.seismic.com/aAjKFM

08/19/2026

July's headline jobs numbers looked … fine. Unemployment fell to 4.1%, even though the economy unexpectedly lost 23,000 jobs.

For more information on this and to read the full piece, click here: https://livesocial.seismic.com/ay0K4G

08/17/2026

Our CIO Office recently highlighted the lofty expectations for second quarter earnings. With reporting season now largely complete, companies did more than meet that elevated bar. In this week's , our CIO Office revisits the expectations outlined in July, assesses where results stand today, and discusses what stronger-than-expected earnings, accelerating revenue growth, and continued AI-driven spending could mean for investors.

https://stifel.info/SL081726

08/13/2026

News reports suggest that President Trump is considering proposals to cut the capital gains tax. The idea that the Treasury Department can act independently to change the rules for the capital gains tax has been floated before, but doubt that it has the authority to act. Absent administrative action, Congress would need to change the law and that is unlikely to occur in 2026. In this note, Brian Gardner, Stifel's Chief Washington Policy Strategist reviews some of the options and describes the significant hurdles that each proposal would face.

Read more here: https://livesocial.seismic.com/aS1FO5

08/12/2026

The U.S. opening weekend ticket sales for Spider-Man: Brand New Day topped $360 million, making it the highest-grossing U.S. domestic opening weekend of all time.

For more information on this and to read the full piece, click here: https://livesocial.seismic.com/a7qPrp

08/06/2026

Two meetings into Kevin Warsh's tenure as Fed Chair, a new communication framework is beginning to take shape. In this week's , our CIO Office discusses what the Fed's reduced forward guidance, more visible internal debate, and evolving approach to policy communication could mean for investors.

https://stifel.info/SL080626

08/05/2026

Every summer our CIO Office surveys our incoming interns to see how the next generation spends, saves, and sees the world. Think of it as a sneak peek at tomorrow's consumer.

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

Address

1620 W Oak Street, Suite 101
Zionsville, IN
46077

Website

http://www.mainstaywmg.com/

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