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Keeping You Informed

Stifel Insights

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

  • Market SightLines by Michael O'KeeffeSight|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 GroupMarket 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 BriefInvestment 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 BriefInvestment 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 DogDog 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 PorchThe 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 AdvisorWho 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 treeMarket 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

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