Michele Huff Powell, Director/Investments - Stifel

8.5 million: The amount of Windows devices that were affected from CrowdStrike's botched software update. For more information on this and to read the full piece, click below.

Stifel Bits - July 24, 2024 stifel.com

Equities fell today, with the information technology and consumer discretionary sectors performing worst. The S&P 500 fell 2.3%, the Dow Jones Industrial Average (Dow) was down 1.3%, and the Nasdaq declined 3.6%.

Market Pulse - July 24, 2024 amazonaws.com

The latest read on June consumer inflation was notably cooler than expected, buoying expectations for a potential near-term adjustment in Federal Reserve (Fed) policy. The latest read on other measures of prices, however, including the PPI and alternative calculations provided by regional Federal Reserve banks, came in hotter than expected, muddying the outlook for the future trajectory of rates.

Not All Inflation Indicators Are Pointing in the Same Direction, Complicating the Fed's Policy Plans - July 24, 2024 amazonaws.com

Take a look at this week's Potomac Perspective from Stifel's Chief Washington Policy Strategist, Brian Gardner to read his thoughts on President Joe Biden dropping his reelection bid.

Potomac Perspective - July 23, 2024 amazonaws.com

Take a look at this Potomac Perspective from Stifel's Chief Washington Policy Strategist, Brian Gardner for his thoughts on the presidential race.

Potomac Perspective - July 19, 2024 amazonaws.com

7.5%: The percentage decrease in blood flow to the brain when wearing a tie according to a new study. For more information on this and to read the full piece, click below.

Stifel Bits - July 17, 2024 stifel.com

Take a look at this Potomac Perspective from Stifel's Chief Washington Policy Strategist, Brian Gardner on Donald Trump's vice presidential nomination.

Potomac Perspective - July 16, 2024 amazonaws.com

Take a look at this week's Potomac Perspective with thoughts from Stifel's Chief Washington Policy Strategist, Brian Gardner.

Potomac Perspective - July 15, 2024 amazonaws.com

Click below to view a replay of this quarter's Economic Insight Live Webinar hosted by Stifel's Chief Economist, Dr. Lindsey Piegza, Ph.D.

Economic Insight LIVE Replay stifel.com

In today's markets, investing with discipline involves selecting investments that are in line with an overall asset allocation and diversification strategy based upon your needs, goals, time frames, and your ability to assume risk

Asset Allocation www.stifel.com

We're proud to be backed by the firm ranked the #1 Wealth Management Firm for Employee Advisor Satisfaction two years in a row!

16: The age of Quincy Williams, who became the youngest U.S. male track athlete to qualify for the Olympics. For more information on this and to read the full piece, click below.

Stifel Bits - July 10, 2024 stifel.com

This could be make or break week for Joe Biden's campaign. If he can survive it without significant defections from key Democrats, we think that it is likely he will stay in the presidential race. In this week's note, we also look at some key congressional hearings involving Federal Reserve (Fed) Chairman Jerome
Powell, Treasury Secretary Janet Yellen, and the nominee to replace the current FDIC Chairman.

Potomac Perspective - July 8, 2024 amazonaws.com

Happy Fourth of July!

Happy Fourth of July! www.stifel.com

Two important, yet often overlooked components of financial fitness are tax and estate planning.

Make Tax and Estate Planning a Priority in 2024 www.stifel.com

66%: The percent of Americans that will attend a July 4 picnic. For more information on this and to read the full piece, click below.

Stifel Bits - July 3, 2024 stifel.com

Our Wealth Planning Department offers many services to effectively develop each client's personalized strategy.

Wealth Planning Department Overview www.stifel.com

Recently, the U.S. Supreme Court issued several decisions that could impact tax policy and economic regulation. We take a quick look at four important cases and discuss what these rulings could mean for future policy.

Potomac Perspective - July 2, 2024 amazonaws.com

A solid plan of action is one of the most important factors in determining if investors will achieve their financial goals.

Planning for the Future www.stifel.com

President Joe Biden continued the trend of incumbent Presidents stumbling in their first debate when running for reelection. Mr. Biden's problem is that his performance reinforced voters' worries about his age and ability to serve another term. Despite numerous reports of panic among Democrats, there is no mechanism to remove him from the ticket. Only he can decide not to run. So far, there have been no signs that he intends to do that, but maybe that will change in the coming days.

Potomac Perspective - June 28, 2024 amazonaws.com

If you're responsible for handling your family's finances, would your spouse be able to take over should something happen to you? Or if your spouse is the primary financial decision-maker, are you prepared to assume that role?

Prepare for the Unexpected: Managing Your Family's Finances grapevinesix.s3.amazonaws.com

23: The number of sets of twins who graduated from a single Massachusetts middle school this month. For more information on this and to read the full piece, click below.

Stifel Bits - June 26, 2024 www.stifel.com

A cooler-than-expected May inflation report following minimal improvement in April has reinforced the Federal Reserve (Fed)'s position on the sidelines, now for the seventh consecutive meeting, with the Committee noting "modest" progress towards the Fed's 2% target. Although on a relative basis with the annual pace of inflation still above January levels, (3.3 vs. 3.1% for CPI and 2.2% vs. 1.0% for PPI) and nominally, the growth rate exceeding the 2% target, it's clear the Committee has more work to do before the goal of price stability is achieved, let alone gain the needed confidence to justify a reduction in policy firming.

State of the Economy: Leading, Lagging, and Coincident Indicators | June 2024 grapevinesix.s3.amazonaws.com

In this note, we look at several sectors that could be impacted by the outcome of the 2024 presidential election. Populism continues to gain strength in both political parties, so a greater emphasis on industrial policy and central planning are the likely results no matter which candidate wins. We anticipate some sectors might fare better than others depending on the outcome. Regardless of how those issues sort themselves out, we expect a big debate over tax policy in 2025-26, which could be very beneficial to the lobbying industry.

Potomac Perspective - June 24, 2024 grapevinesix.s3.amazonaws.com

26%: The increase in homeownership costs in the U.S. since 2020. For more information on this and to read the full piece, click below.

Stifel Bits - June 20, 2024 www.stifel.com