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Stifel Insights

Dive into our latest articles, videos, podcasts, and more!

Market SightLines by Michael O'Keeffe

Sight|Lines

Sight|Lines is a weekly note, meant to help clients and colleagues focus on a key insight amid the roar of market noise. Available as a written document, recap video, and a podcast.

Podcast

Market Pulse by Michael O'Keeffe and the Investment Strategy Group

Market Pulse

Market Pulse is a publication sent when the market moves about +/- 2% on a given day. It is meant to educate clients on what has moved the market that day, what we believe will move the market for the duration of the quarter and our investment outlook.

Whitepaper

Investment Strategy Brief

Investment Strategy Brief

Hosted by Michael O’Keeffe, Stifel Chief Investment Officer, the Investment Strategy Brief is a monthly market update from Stifel’s Investment Strategy team.

Video

Investment Strategy Brief

Investment Strategy Brief

Hosted by Michael O’Keeffe, Stifel Chief Investment Officer, the Investment Strategy Brief is a monthly market update from Stifel’s Investment Strategy team.

Video

Black Dog

Dog Determines Domicile

Although relocating is relatively easy, determining domicile can be tricky.

Article

Important Guidelines for Claiming Social Security Benefits

If you are receiving Social Security benefits or planning to claim benefits in the near future, you should be aware of the following guidelines for claiming strategies, which were enacted as part of the Bipartisan Budget Act of 2015.

Article

Mother and Adult Daughter Sitting on Porch

The Importance of Keeping Beneficiaries Up To Date

When was the last time you checked to see who was listed as the beneficiary of your individual retirement account (IRA) or retirement plan? Many of us name beneficiaries when establishing an account, but we often forget to review them.

Article

Couple in Kitchen with Advisor

Who Needs Insurance?

This article covers which type of insurance could be needed for several types of individuals in different scenarios.

Article

Senior woman looking down at something on table.

RMD Rollover Updates for 2020

The Internal Revenue Service announced on June 23 (through IRS Notice 2020-51) that anyone who has already taken a required minimum distribution (RMD) in 2020 from certain retirement accounts now has the opportunity to roll those funds back into a retirement account by August 31, 2020, following the CARES Act RMD waiver for 2020.

Article

Young boy reading under a tree

Market Volatility

Investing for retirement is a long-term journey. Whether your retirement is 40 years away or right around the corner, it’s important to remember that retiring from your career is just the beginning.

Article