Quarterly Newsletter – Winter 2026
Congratulations to The Douglas-Warren Wealth Management Group!
We are honored to have been recognized as one of Forbes’ 2026 Best-in-State Wealth Management Teams, reflecting our continued commitment to our high-quality wealth management practice.
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.
OUTLOOK 2026: Rewiring Growth from Stifel’s CIO Office
This year’s outlook is framed by a big question investors are being forced to answer in real time: How quickly will artificial intelligence become a measurable driver of productivity gains and earnings growth?
Click here to read about this and more in Outlook 2026: Rewiring Growth from Stifel’s CIO Office.
Couldn’t join our Zoom Webinar with Michael O’Keeffe, Stifel Chief Investment Officer, and Brian Gardner, Stifel Chief Washington Policy Strategist?
Click here to catch the Outlook 2026: Rewiring Growth video recording.
Retirement Planning Updates
Stifel’s Winter 2025 Retirement Plans Quarterly Newsletter includes updates about the 2026 Cost-of-Living Adjustments, The One Big Beautiful Bill Act (OBBBA) opportunities, and Savings strategies for minors.
Click here to reach those and other timely retirement-related pieces.
Planning for retirement? Contribution limits have increased for 2026 – make sure you’re taking advantage of the new opportunities to save more.
Click here to view the 2026 Retirement Plan and IRA Limits.
Power of Preparation
At Stifel, we believe lasting financial well-being begins with thoughtful preparation – aligning today’s decisions with tomorrow’s goals. That’s why this issue of the Wealth Planning Newsletter explores the power of preparation and its role in building a strong financial future.
Click here to reach those and other timely wealth planning-related pieces.
Wealth Tracker Feature – Document Center
Track all your important financial documents in one place for easy access and management.
Within the Wealth Tracker Document Center, you can:
- Access all your Recent documents, Statements, Confirms, Tax Forms, and Other Notices.
- Share secure and confidential documents with your Financial Advisor team, using the Document Sharing portal.
- Update your document Delivery Preferences for all or some documents to eDelivery or paper delivery.
Remove the clutter from your mailbox by opting into email delivery of document notifications. By going paperless you have the option to no longer receive paper copies. Elect for eDelivery under Document Center ⇢ Delivery Preferences.
Tax forms are available throughout the tax season starting in mid-January. You can access two years of tax forms through Wealth Tracker.
To download tax forms on a desktop, click the Download link next to the appropriate document. On a mobile device, click on the View link and follow the steps for downloading per your mobile device.
Viewing Tax Forms
Don’t have your Wealth Tracker Profile set up yet? Click here to create yours by following the steps provided.
Check out our Facebook – The Douglas-Warren Wealth Management Group
Michael D. Douglas, CFP®, AIF®
Senior Vice President/Investments
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Jonathan L. Warren, CFP®
Senior Vice President/Investments
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Barksdale Jordan, Jr.
Financial Advisor Associate
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Amelia S. Pate
Financial Advisor Associate
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Mei L. Lowery
Senior Registered
Client Service Associate
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Alyssa Schuster
Registered Client Service Associate
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