Congratulations Michael Douglas, Forbes’ 2026 Best-in-State Wealth Advisors List!
We're proud to celebrate Michael Douglas for being named to the Forbes’ 2026 Best‑in‑State Wealth Advisors list — for the second year in a row after also being named in 2025! This recognition speaks to his unwavering commitment to clients, thoughtful guidance, and consistent excellence in our profession. Well deserved, and an honor to work alongside you.

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
stifel.info/award-disclosures.

Welcome to Our Team, Michael Mabire, Client Service Associate!
In his role, Mike supports the day‑to‑day operations that help keep our practice running smoothly while delivering a high level of service to our clients. He plays a key role behind the scenes, ensuring that important details are handled efficiently and accurately. With a strong focus on organization, responsiveness, and attention to detail, Mike helps ensure our clients receive the consistent, dependable service they expect. We’re excited to have Mike on board and look forward to the positive impact he’ll have on our clients and our team!

Our Website is Live – Take a Look!
We’re excited to announce the launch of The Douglas-Warren Wealth Management website, designed with you in mind. Whether you’re looking for helpful information, practical tools, or a clearer way to connect with us, everything you need is now just a click away. You can browse our website here:
douglaswarrenwmg.com

Avoid Unnecessary Costs: Review Your Beneficiaries
Probate can be a time‑consuming and costly process, often involving court fees, attorney expenses, and delays for your loved ones. One of the simplest ways to help reduce—or even avoid—probate is by ensuring your beneficiary designations are current on accounts such as retirement plans, investment accounts, and life insurance policies.

Beneficiary forms typically override instructions in a will, so outdated designations can lead to unintended outcomes. Major life events—like marriage, divorce, births, or deaths—are important reminders to review
your choices.

If you’re unsure whether your beneficiaries are up to date, contact our office to schedule a review. A quick conversation today can help protect your legacy and provide clarity for the people who matter most.

Stifel’s Investment Strategy Updates:
Our Stifel Insights help you better understand what’s happening around the world and the related investment implications. Here are our most recent publications:

• Headwinds & Tailwinds in 2026: Middle East Conflict and AI
• Monthly Market Perspectives: April 2026
• Washington Policy Strategy: Potomac Perspective – A First Look at the Midterm Elections.
• An Update on Private Credit | Watch
• Historical Geopolitical Shocks
• Iran War: Tactical Considerations and Four Possible
  Scenarios | Read
• Managing through the ups and downs

Retirement Planning Updates
Spring is a season of renewal – a time to plant, nurture, and watch growth unfold. Your retirement plan works much the same way: The seeds you sow today may blossom into a future of security and confidence. Consider the strategies included in Stifel’s Retirement Plans Quarterly Spring Edition that may help you strengthen your financial roots and prepare for the long-term harvest. – CLICK HERE

Choosing Between Roth and Traditional IRAs? When saving for retirement, choosing between a Roth IRA and a Traditional IRA can make a meaningful difference in your long‑term tax picture. Both offer tax‑advantaged growth potential, but they’re taxed at different times. Here we offer some features and considerations of both. – CLICK HERE

Wealth Tracker Features – Split Transactions and Activity Insights
Spring is a great time for you to take a fresh look at their finances — and Wealth Tracker continues to add tools that make those things easier. We’re highlighting a newly released feature along with practical tips for using the Activity page, one of the most powerful areas of Wealth Tracker.

Smarter Transaction Management with Split Transactions in
Wealth Tracker
Split a purchase into multiple parts for clearer financial insights. Split Transactions let you split a single transaction into multiple parts, so you can categorize your spending more accurately. This is ideal for purchases that include different types of items (e.g., groceries + household supplies), shared expenses, or transactions that require partial reimbursement. – Split Transactions How-to Guide

Activity Insights
Think of it as the financial command center, helping you understand not just what happened in your accounts, but why, when, and how it fits into the bigger picture. Whether you are checking recent transactions, reviewing spending patterns, or gathering information for tax time, the Activity page puts powerful insights at your fingertips. – Activity Insights How-To Guide