The Douglas-Warren Wealth Management Group - Stifel

This holiday season, The Douglas-Warren Wealth Management Group is making a difference for the children in our community. We will be collecting for a cause through a toy drive benefitting Studer Family Children’s Hospital at Ascension Sacred Heart.

We will collect new, unwrapped toys between Monday, December 6 and Wednesday, December 15. We have two drop-off locations available:

• Stifel: The Douglas-Warren Wealth Management Group: 25 W Cedar Street, Suite #600, Pensacola, Florida 32502.
• Don Alans - A Fine Clothier of Men: 401 S Palafox Street, Pensacola, Florida 32502.

Attached is a flyer with the toy drive details, including a full Children’s Hospital Wish List.

Stifel is not affiliated with Don Alans or the Studer Family Children's Hospital at Ascension Sacred Heart.

http://www.stifel.com/Newsletters/AdGraphics/flipbooks/_GRP/PattonDouglasWarrenGroup/ToyDrive/index.html

Stifel | The Douglas-Warren Wealth Management Group

The Douglas-Warren Wealth Management Group - Stifel updated their address.

Today we acknowledge, remember, and thank the heroes who gave the ultimate sacrifice for our nation.

Today we acknowledge, remember, and thank the heroes who gave the ultimate sacrifice for our nation. Stifel and the markets will be closed on Monday, May 31, in remembrance.

In this latest , we review some recent inflation measures to understand what they may mean as we consider history, the current environment, and the future.

In this latest #StifelSightLines, we review some recent inflation measures to understand what they may mean as we consider history, the current environment, and the future. Tracking Recovery: Higher Inflation — Sight|Lines

In this latest Sight|Lines, we review some examples of how the pandemic has accelerated innovation, and identify some areas of potential, dramatic innovation over the next 10 years: https://bit.ly/SL050321

In this latest Sight|Lines, we review some examples of how the pandemic has accelerated innovation, and identify some areas of potential, dramatic innovation over the next 10 years: https://bit.ly/SL050321 Sight|Lines - The Tech Revolution Continues

In this week’s , we review some questions about the direction of the market from here and offer some answers specific to this environment and others more general, or “evergreen.” https://bit.ly/SL041621

In this week’s #StifelSightLines, we review some questions about the direction of the market from here and offer some answers specific to this environment and others more general, or “evergreen.” https://bit.ly/SL041621 Sight|Lines - Should I invest now? Buy only stocks?

Funding an IRA each year can tremendously impact your pursuit toward your financial and retirement goals – and there is still time to make your 2020 contributions!

Funding an IRA each year can tremendously impact your pursuit toward your financial and retirement goals – and there is still time to make your 2020 contributions! In extending the tax deadline to May 17, the IRS is automatically postponing to the same date the time for individuals to make 2020 contributions to their individual retirement arrangements (IRAs and Roth IRAs).

We started the year with a positive view for the U.S. economy looking forward. The vaccination programs are going well, and the U.S. government remains focused on supporting economic recovery.

A Strengthening Economic Recovery - Sight|Lines In this week's , we review these changing forecasts and the forces expected to drive an even stronger economy. http://bit.ly/SL031221

After the severe contraction in earnings during 2020 due to the pandemic, quarterly earnings are back to pre-pandemic levels.

More Earnings Recovery - Sight|Lines We’re well into earnings season with companies reporting results for fourth-quarter 2020. In this week’s , we share an update on the results so far and reflect on how 2021 earnings will be a key component of our recovery this year: http://bit.ly/SL022621

Why Young Investors Should Be Funding Roth IRAs | Stifel Says

Why Young Investors Should Be Funding Roth IRAs | Stifel Says Peter Scherck, CHSA, Senior IRA Specialist, discusses the importance of funding a Roth IRA, especially when you're young.

A decline in daily new COVID-19 cases and an increasingly clear path to herd immunity support our positive outlook for 2021.

In this week’s Sight|Lines, we provide an update on the state of the pandemic, including progress on the medical front, and how we, as a nation and a world, are on a path to herd immunity: https://bit.ly/SL021221 Pandemic Update: The Battle Rages On — Sight|Lines

Investing is a key component to building wealth and pursuing your financial objectives – and it’s never too late to start!

Investing is a key component to building wealth and pursuing your financial objectives – and it’s never too late to start! Investing is a key component to building wealth and pursuing your financial objectives – and it’s never too late to start! Let us help you formulate an investment plan suited to your needs.

We are proud to be a part of Stifel during another record-setting year.

Stifel reports the 25th consecutive year of record net revenue. Chairman & CEO Ron Kruszewski says the firm’s performance in 2020 “was a testament to the strength of our business model” and notes “optimism for 2021 and beyond.” http://bit.ly/SFQ420

Our major investment themes inform and define much of our work developing guidance and solutions. See how the coronavirus pandemic has accelerated the pace of change driven by those themes.

Outlook 2021 Spotlight No. 3: Investment Themes - Sight|Lines In this week’s , we focus on the investment themes discussed in the article, "The Coronavirus: Impact on our Major Investment Themes." Read Sight|Lines: http://bit.ly/SL012221 Read our Outlook 2021 report: https://bit.ly/OutlookStifel

Navigating the Geopolitical Landscape...

As mentioned last week, we’ve decided to dedicate a few Sight|Lines early in the year to shine spotlights on content in this report, and this week, we focus on geopolitics: http://bit.ly/SL011521 Outlook 2021 Spotlight No. 2: Geopolitics

As we reflect on the pandemic’s effect on the economy and look forward into 2021, we refine our investment forecasts. Read this week's Sight|Lines: http://bit.ly/SL010821 Read our Outlook 2021 report: http://bit.ly/OutlookStifel

As we reflect on the pandemic’s effect on the economy and look forward into 2021, we refine our investment forecasts. Read this week's Sight|Lines: http://bit.ly/SL010821 Read our Outlook 2021 report: http://bit.ly/OutlookStifel Outlook 2021 Spotlight No. 1: Forecasts — Sight|Lines

Join us for a webinar presented by our Investment Strategy team recapping Stifel's 2021 Outlook: Reflections and A Way Forward

Join us for a webinar presented by our Investment Strategy team recapping Stifel's 2021 Outlook: Reflections and A Way Forward We are hosting a client webinar on: Thursday, January 14 at 3:00 p.m. Central/4:00 p.m. Eastern

A few tips to get through 2021 on strong financial footing.
A new year means new resolutions! We encourage you to look back on your financial health over this past year and identify ways in which you can improve it in 2021. Take a look at our suggestions for a financially conscious new year. - A new year means new resolutions! We encourage you to …

Happy Holidays!

Happy Holidays! Warmest Wishes for Happy Holidays and a Happy New Year!

Our team was honored to collect for a cause this holiday season. Thank you to our friends and clients who donated gits for children in our area!

Thanks to Stifel, Nicolaus & Company, a brokerage and investment banking firm, and Don Alans for their generous spirit during the holiday season. On Dec. 14, several representatives of these businesses met with Children's Hospital leaders to present a delivery of more than 130 toys, games and books that will surely brighten the spirits of children during their hospital stay.

Today is Giving Tuesday. Consider participating in our Toy Drive benefitting Studer Family Children’s Hospital at Ascension Sacred Heart! Details and the Amazon Gift Registry are below.

Toy Drive Mailer

Make a difference this holiday season with Patton, Douglas, Warren Group. Join us as we collect for a cause Nov. 16-Dec. 4 through a toy drive benefitting Studer Family Children’s Hospital at Ascension Sacred Heart. https://bit.ly/3f9RsTf

Don Alans A Fine Clothier of Men will serve as our drop off location. Or you may shop the registry online here: https://amzn.to/3kBZ3Lz

Toy Drive Mailer

Patton, Douglas, Warren Group has an effective process that enables our clients to look forward to the future with anticipation. As your life unfolds, our team is here for you.
Have you ever wondered how working with a Financial Advisor may benefit your financial situation? We're prepared to help you pursue your unique goals. - Have you ever wondered how working with a Financial Advisor …

The Election is Here — Sight|Lines

The Election is Here — Sight|Lines In this week’s , we take a snapshot of how the races are shaping up, review higher-risk scenarios, provide a brief look at the political philosophies and potential platforms of the vice-presidential candidates, and summarize where to find our recent work on the election. https://b...

www.stifel.com

Join Stifel's Chief Investment Officer and Chief Washington Policy Strategist live this Wednesday as we prepare for the elections. Dial-in instruction are enclosed.

We are hosting a webinar on Wednesday, October 21 at 3:00 p.m. Central (4:00 p.m. Eastern) to discuss the upcoming 2020 U.S. elections and investment implications amidst the current economic and market backdrop. Election 2020 Client Webinar | Stifel

During a virtual webinar this week, we spoke about the consumer's leading role in economic growth. Here we share 3 components of the consumer: employment, sentiment, and retail sales. http://bit.ly/SL100220

Pulse Check: The Consumer - Sight|Lines In this week’s , we offer a brief pulse check on the consumer across three dimensions: employment, sentiment, and retail sales: http://bit.ly/SL100220

Stifel knows research. We wouldn't be successful without our team of analysts. Congrats on another great year!

Congratulations to our Stifel and KBW analysts on winning a combined 15 Refinitiv StarMine Analyst Awards – good for 5th place out of 156 firms! This marks our 14th consecutive top 10 finish.

Read more: http://bit.ly/sfkbw20

Curious about whether you should contribute to either a Traditional IRA or Roth IRA for retirement savings? Call Patton, Douglas, Warren Group today and we'll help you explore the benefits of both.

The Retirement Savings Question “Should I contribute to a traditional IRA or a Roth IRA?” If you are like most aspiring retirees, this question has plagued you for years. Unfortunately, the correct answer is the proverbial, “It depends.” It depends on a number of factors that impact your personal financial situation, inclu...

Do you believe the presidential election could be a tossup? Here we explain four potential election outcomes worth considering.

In this week’s Sight|Lines, we share some holiday weekend reading, offering some perspectives to help us start to get ready for the 2020 elections: https://bit.ly/SL090420 Holiday Weekend Reading: Getting Ready for the 2020 Elections — Sight|Lines

Economic and personal recovery, a COVID-19 vaccine, the elections, and traditional drivers of growth are four themes grabbing our attention. https://bit.ly/SL082820

Four Topics for Four Months - Sight|Lines In this week's , we identify four important topics to focus on for the remaining four months of the year: https://bit.ly/SL082820

This month's Investment Strategy Brief provides an update on the pandemic, its impact, and offers comments on the upcoming election. https://youtu.be/h5uHENQsDiI

Investment Strategy Brief | August 2020 Stifel's latest Investment Strategy Brief is now available: https://bit.ly/ISBAugust2020 In this video, we provide: • An update on the ongoing coronavirus pa...

The back-to-school season offers many ways to teach your children about finances.

Have you downloaded Stifel Wealth Tracker? The free app allows you to create a personal balance sheet and monitor your full financial picture in one place. Plus it just launched Bill Pay. Sign up today: https://www.stifel.com/tracker

Stifel Wealth Tracker at a Glance

The federal government’s fiscal response to COVID-19 has been historically large, and more is expected.

In this week’s #StifelSightLines, we delve a little deeper into the topic of U.S. fiscal policy: https://bit.ly/SL072420 In Further Focus: Fiscal Policy — Sight|Lines

Tune in as we discuss a "Tale of Two Tails," the bull and bear cases of Stifel's market outlook, and offer some steps for your investment strategy: https://bit.ly/SL071020

A Tale of Two Tails - Sight|Lines In this week’s , we take a deeper look at the three scenarios we modeled in May for the current environment and offer some steps for your investment strategy: https://bit.ly/SL071020

We recognize how quickly priorities can change. Now may be a good time to check in with us to ensure you are still on track toward your important goals.

Wishing you a happy and safe Fourth of July weekend! Don’t forget, the market is closed on Friday, July 3 in honor of Independence Day.

Happy Fourth of July! “Everything that is really great and inspiring is created by the individual who can labor in freedom.” – Albert Einstein

Tune in to hear Stifel's perspective on the negative impact of the virus and corresponding shutdown, as well as the signs of recovery: https://bit.ly/SL062620

An Update to Our Coronavirus Dashboard - Sight|Lines Our perspective on the negative impact of the virus and corresponding shutdown, as well as the signs of recovery as we share an update to our Coronavirus Dashboard: https://bit.ly/SL062620