Stifel's guiding principle comes from the motto of early company namesake, Herman Stifel. Following this motto and placing the clients' needs first has helped guide Stifel to become one of the nation's leading wealth management and investment banking firms.
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About StifelOnly 51% of workers or their spouses have tried to estimate the savings they would need to live comfortably in retirement. This article offers a simple worksheet to help calculate a savings target.
This article explains the basics of capital gains taxes when selling a home.
Purchasing a fixed annuity shifts the risk for future investment returns to the insurance company and could help create a pension-like income stream for retirement.
Auto insurance premiums increased more than 18% between July 2023 and July 2024. This article outlines some steps that may help reduce premiums.
Determine whether you should consider refinancing your mortgage.
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
How much do you need to save each year to meet your long-term financial goals?
Will you be able to afford nursing home care?