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Regional Director, Michigan; Managing Director/Investments
Forbes’ Best-in-State Wealth Advisors and Best-in-State Wealth Management Teams rankings are based on the 12-month period ending June 30 and March 31, respectively, of the year prior to publication and selected by SHOOK Research, LLC. AdvisorHub’s Advisors to Watch are based on the 12-month period ending December 31 of the year prior to publication. Each are selected from a pool of nominations as indicated in the methodology. NAPA’s Top DC Advisor Teams, March 16, 2023, based on assets under advisement as of December 31 of the year prior to publication. To be considered, teams had to submit responses to an application form, including information about their defined contribution (DC) assets under advisement. All teams with more than $100 million in DC assets under advisement are included in the list. SHOOK Research, Forbes, and the National Association of Plan Advisors (NAPA) do not receive compensation from the advisors or their firms in exchange for placement on a ranking. The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance. Investment performance is not a criterion for selection. For more information on the selection methodology for the Forbes and AdvisorHub awards, see www.stifel.info/award-disclosures.
Managing Director/Investments
Forbes’ rankings are based on the opinions of SHOOK Research, LLC, and are selected from a pool of nominations as indicated in the methodology. Neither SHOOK Research nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking. The ranking may not be representative of any one client’s experience and is not indicative of the financial advisor’s future performance. Investment performance is not a criterion for selection. Forbes is a registered trademark of Forbes, Inc. All rights reserved. For more information on the selection methodology, see www.stifel.info/award-disclosures.
Asset allocation and diversification do not ensure a profit or protect against loss.
Neither Stifel nor its associates provide legal or tax advice. You should consult with your legal or tax advisors regarding your particular situation.
Managing Director/Investments
Forbes’ rankings are based on the opinions of SHOOK Research, LLC, and are selected from a pool of nominations as indicated in the methodology. Neither SHOOK Research nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking. The ranking may not be representative of any one client’s experience and is not indicative of the financial advisor’s future performance. Investment performance is not a criterion for selection. Forbes is a registered trademark of Forbes, Inc. All rights reserved. For more information on the selection methodology, see www.stifel.info/award-disclosures.
First Vice President/Investments
Senior Vice President/Investments
Vice President/Investments
Financial Advisor
Financial Advisor Associate
Financial Advisor Associate
Forbes’ Best-in-State Wealth Management Teams rankings are based on the 12-month period ending March 31 of the year prior to publication and selected by SHOOK Research, LLC from a pool of nominations as indicated in the methodology. The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance. For more information, see www.stifel.info/award-disclosures.
Forbes’ Best-in-State Wealth Advisors rankings are based on the 12-month period ending June 30 of the year prior to publication and selected by SHOOK Research, LLC from a pool of nominations as indicated in the methodology. The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance. For more information, see www.stifel.info/award-disclosures.
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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.
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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.
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Hosted by Michael O’Keeffe, Stifel Chief Investment Officer, the Investment Strategy Brief is a monthly market update from Stifel’s Investment Strategy team.
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Stifel’s Chief Investment Officer, Michael O’Keeffe, sits down with leaders at Stifel and in the finance industry to have thought provoking conversations related to the finance industry. Episodes are released monthly.
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Sight|Lines is a weekly note, meant to help clients and colleagues focus on a key insight amid the roar of market noise.
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Hosted by Michael O’Keeffe, Stifel Chief Investment Officer, the Investment Strategy Brief is a monthly market update from Stifel’s Investment Strategy team.
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Why would you embark on your financial journey without planning and forethought? Just as with travel, there is more than one route to take toward achieving your financial goals.
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Whether your windfall came from an inheritance, a lucky scratch-off ticket, or an unexpected bonus, it provides you with a great opportunity to improve your overall financial situation. Here are some things to consider to help you maximize the opportunity at hand.
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At Stifel, we recognize that proper estate and tax planning are crucial to pursuing financial success. We also recognize that the estate and tax planning processes can seem complicated and overwhelming.
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The end of the year is rapidly approaching, and with it comes charitable giving season. It’s a good time to meet with your CPA to project your taxable income and look for opportunities to reduce your tax liability.
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Now that we are off and running in 2023, it is important to not lose sight of our New Year’s resolutions. For many, those resolutions focus on physical fitness, but financial fitness can be just as vital.
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Now that we are off and running in 2023, it is important to not lose sight of our New Year’s resolutions. For many, those resolutions focus on physical fitness, but financial fitness can be just as vital.
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This article covers exemptions, deductions, and more estate and gift tax highlights.
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This article covers exemptions, deductions, and more estate and gift tax highlights.
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A buy-sell agreement identifies a buyer for a business in the event of an owner’s death. In a unilateral arrangement, a third party (typically a key person and/or family member working in the business) is obligated to purchase the interest of the departing owner.
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A buy-sell agreement obligates surviving owners, the business, or a third party to purchase the business interest of an owner upon that owner’s death.
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A retirement plan fiduciary is defined by title or role. The Employee Retirement Income Security Act of 1974 (ERISA) states that any individual who must act with care and prudence for the benefit of others with regard to the services provided to a plan and its participants is considered a named fiduciary.
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Certain IRA holders have the opportunity to make tax-free distributions from their IRAs to qualified charitable organizations.
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Combining a cash balance plan with a safe harbor 401(k) allows business owners to make large deductible contributions for themselves (up to $150,000 or more annually) while controlling employee benefit costs.
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Whether you want to make a charitable gift during your lifetime, or at your death, there are a variety of tools that you may consider incorporating into your financial plan that will allow you to benefit charitable organizations and leave a lasting legacy for future generations.
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Anyone who has a home, a car, investments, real estate, a retirement plan, business interests, or personal property should have an estate plan. An estate plan allows you to provide for the management of your assets while you are alive.
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This map shows which states impose estate and inheritance taxes.
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Stifel brings deep expertise to providing diverse financial services to an array of clients, including individuals, public and private businesses, municipalities, and institutional and professional money managers.
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Stifel brings deep expertise to providing diverse financial services to an array of clients, including individuals, public and private businesses, municipalities, and institutional and professional money managers.
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For more than 130 years, meeting and exceeding the objectives of our clients has positioned our firm for success. Read on to learn more about Stifel.
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We recommend that you assemble all of your financial information before you begin to complete the Wealth Planning Questionnaire. This checklist is a list of documents that may be necessary based upon which analyses you request.
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Administering a trust can be burdensome, difficult, or confusing. That’s why many people use professional trust companies like Stifel Trust.
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At Stifel, one way we help our clients is to work with them on their asset allocation – their mix of asset classes like stocks, bonds, and cash. Most often driven by financial goals, time horizon, and risk tolerance, asset allocation is among the most important decisions an investor makes when developing an investment strategy.
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Wealth management insights from Stifel’s CIO Office.
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Stifel is a firm built around YOU. Your interests come first. Click to learn more about Stifel.
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