Robert G. Walker, Financial Advisor - Stifel

Our July/August Investment Strategy Brief discusses Embracing Change happening in the second half of 2024, like an anticipated economic slowdown after a strong first half, the upcoming U.S. elections, and the market rotation that began in July: https://stifel.info/ISB0072924

Investment Strategy Brief | July/August 2024 youtube.com

Get ready for back to school with Budget Bunny's free interactive resources. Visit BudgetBunny.com today to browse financial education materials that help children learn the importance of healthy money management.

Headquartered in St. Louis, Missouri. Founded in 1890.

About Stifel Brochure www.stifel.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 amazonaws.com

TSA airport screenings hit an all-time high nbcnews.com

As new graduates are entering the workforce this summer, where do they stack up against other generations? Millennials currently reign supreme, followed by Gen X. And with Baby Boomers nearing retirement age, Gen Z is projected to surpass them this year. See below for how the demographics have evolved over the past three decades.

Click below to view this Week's Market Perspectives from our Investment Strategy team. We review the prior Week's capital market returns and economic developments in the context of our outlook and asset allocation themes.

Weekly Market Perspectives | July 1 – July 5, 2024 amazonaws.com

View Insights and Commentary from Stifel's CIO Office.

CIO Weekly | July 1 - 5, 2024 stifel.com

Click below to view this quarter's Market Perspectives from our CIO Office. We review the prior quarter's capital market returns and economic developments in the context of our outlook and asset allocation themes.

Quarterly Market Perspectives | Q3 2024 amazonaws.com

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

Rest assured, I support you with the backing of a firm recognized two years in a row as the #1 Wealth Management Firm for Employee Advisor Satisfaction! This means I have the tools and resources to support my clients for all their financial needs.

Wishing you a fun and safe Independence Day!

Our June Investment Strategy Brief discusses what's in focus for the second half of 2024, including elections, inflation, Federal Reserve policy, a potential economic slowdown, and what these forces might mean for market performance going forward: https://stifel.info/ISB062024

Investment Strategy Brief | June 2024 www.youtube.com

Recent economic and market data continue to reflect a resilient economy and corporate profits. Our May Investment Strategy Brief discusses the economic and market implications of market interest rates staying higher for longer: https://stifel.info/ISB052424

Investment Strategy Brief | May 2024 www.youtube.com

Happy Mother's Day!

Happy Mother's Day! www.stifel.com

SIMPLE IRAs and safe harbor 401(k)s are employer-sponsored retirement plans that allow participants to defer salary into the plan and receive
either a non-elective or matching contribution from the business owner.

SIMPLE IRA Versus Safe Harbor 401(k) www.stifel.com

The Key To Family Wealth Planning And Building Generational Success Stories forbes.com

Beneficiaries who inherit IRAs and qualified plans may designate successor beneficiaries to inherit the account when that primary beneficiary passes away.

Taking the Mystery Out of Inherited Traditional IRAs www.stifel.com

Our April Investment Strategy Brief delves into continued inflationary pressures, Fed policy, and the health of the U.S. consumer. We also examine the rally in commodity prices, the global election supercycle, and related investment implications: https://stifel.info/ISB041724

Investment Strategy Brief | April 2024 www.youtube.com

Click below to view this quarter's Market Perspectives from our CIO Office. We review the prior quarter's capital market returns and economic developments in the context of our outlook and asset allocation themes.

Quarterly Market Perspectives | Q2 2024 grapevinesix.s3.amazonaws.com

Stifel joins the Social Security Administration to on phishing attacks. Slam The Scam Day aims to inform the public of new scams and how to handle and report suspicious calls, texts, or e-mails that mention Social Security to the SSA Office of the Inspector General. (OIG): oig.ssa.gov/

Slam The Scam 2024 grapevinesix.s3.amazonaws.com

Wishing you and your family a Happy Easter!

Happy Easter! www.stifel.com

Happy Easter!

Happy Easter! www.stifel.com

Your credit score is an important aspect of your overall financial picture, as a good score may help you receive more favorable interest rates, terms, and credit limits from creditors and lenders. So what does a good credit score look like, and how can you improve your score if needed? Click through to find out more.

Credit Education grapevinesix.s3.amazonaws.com

On this day, we honor the legacy of Dr. Martin Luther King, Jr. He fiercely fought for equality and systemic change during a time of great division. His exemplary altruism and humanitarianism has inspired others to do the same. In 1994, MLK Day was deemed a holiday of service to encourage Americans to volunteer in their communities.

How do you plan to give back to your community on this day of service?

Take a look at this quarter's Retirement Plans Quarterly Newsletter.

Retirement Plans Quarterly | Spring 2024 Mini Edition grapevinesix.s3.amazonaws.com

A decline in your portfolio can be painful. It may even tempt you to pull money out of the market to avoid further losses. By the time you realize a rebound is underway, the best time to get back into the market may have already passed. In fact, missing the 10 best trading days over the past 20 years would have reduced your annual returns by 4.2% (annualized).

S&P 500 Returns (Time Spent in the Market vs. Timing the Market) www.stifel.com

There's lots of optimism out there on both the economy and markets. In our March Investment Strategy Brief, we discuss how we're watching for a slowdown, including a focus on the consumer, Federal Reserve policy, and other stresses related to higher interest rates, like with regional banks: https://stifel.info/ISB031824

Investment Strategy Brief | March 2024 vimeo.com

Wishing you a Happy St. Patrick's Day!