From Financial Literacy to Financial Wellness:
Build A Strong Foundation for the Next Generation
Building financial confidence starts with understanding the basics-and putting them into action. Our Financial Literacy page offers clear, easy-to-understand insights into important, timeless money concepts-from saving and investing to long-term planning. It’s a great tool for anyone looking to strengthen their financial knowledge, especially younger family members just getting started.
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To take it one step further, our Steps to Financial Wellness guide outlines practical ways to apply those lessons. Key actions include creating a budget, building an emergency fund, maximizing retirement contributions, managing debt, and establishing essential protections like insurance and an estate plan.
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Together, these resources are designed to turn knowledge into action-helping you and your family move from learning to lasting financial confidence. We encourage you to explore and share them with children and grandchildren so they can start building smart habits that support lifelong financial success.

Stifel’s Investment Strategy Updates:
Sightlines:
Our Second Half Outlook: The Rewiring of Growth Creates Some Heat.

Spotlights: Big ideas shaping investor conversations.

Fiscal Trajectory: Borrowed Time
Artificial Intelligence: Runway For Growth
From Vision to Value: The World in 2035
Crossroads: Four Ways Forward

Don’t Leave Your 401(k) Behind
For many investors, a 401(k) represents one of their largest and most important assets. Yet it’s often managed separately from the rest of their financial plan, creating potential gaps in strategy, risk exposure, and long-term outcomes.

We explore whether it makes sense to bring your 401(k) under the guidance of your financial advisor-looking at the potential benefits of coordination, personalized allocation, and holistic planning, as well as a few considerations to keep in mind.

If you're wondering whether your retirement accounts are working as efficiently as they could be, this is a conversation worth having. Your 401(k) is often one of your largest assets; why manage it in isolation?
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Wealth Planning Lessons from America’s 250th
In this quarter’s newsletter, we explore what it takes to build a lasting financial legacy-grounded in clear intentions, thoughtful preparation, and a long-term perspective. From defining your financial goals to planning for longevity, multigenerational wealth, and new savings opportunities for children, each article offers practical insights to help guide your financial future.
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Stars, Stripes, and Smart Savings - Retirement Plans Quarterly
As America celebrates its 250th anniversary, it’s a great time to reflect on your own financial independence. Like the nation itself, lasting security is built through careful planning and steady progress-not bold moves. Strategies like dollar-cost averaging, early saving with Trump Accounts, and tax-advantaged growth through Roth IRAs can help lay a strong foundation. Now is the time to align your savings with your long-term goals.

Read the full Summer Edition of Stifel’s Retirement Plan Quarterly.
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Preserve What Matters Most
Estate planning is more than just preparing documents-it’s about protecting what you’ve built and ensuring your wishes are carried out. Without proper planning, assets may not transfer as intended, potentially creating unnecessary stress, costs, and delays for your loved ones.

Estate planning is most effective when it works hand in hand with your legal, financial, and retirement plans. A coordinated strategy helps ensure your wishes are clear today and flexible enough to evolve as your life and goals change.

At a minimum, contact our office to confirm your beneficiary designations are current. A quick conversation today can help protect your legacy and provide clarity for the people who matter most.
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Wealth Tracker Feature
Many clients choose eDelivery to reduce paper and stay organized, but there are some cases where paper communications may still be sent. This is expected behavior and does not indicate an issue with their eDelivery settings.

Even when a client is enrolled in eDelivery:

• Certain issuers (such as mutual fund companies or investment firms) may still require paper delivery of shareholder notices
• This decision is made by the issuer, not by Stifel or the client’s
  delivery preferences
• Clients may occasionally receive mailings even if they’ve opted into paperless delivery

• Provides faster access to statements and documents
• Keeps financial information organized in one place
• Reduces paper clutter and improves accessibility