Eric Allen, Senior Vice President / Investments - Stifel

Secure the future of your business by planning ahead and implementing a succession plan. Position yourself to potentially eliminate uncertainty, create liquidity, and maintain harmony with family and business partners. The linked one-pager discusses various strategies for structuring a buy-sell agreement that is definitely worth your attention.

Click here to learn more:https://www.stifel.com/newsletters/adgraphics/pdf/wp/Funding-a-Buy-Sell-Agreement.pdf

Take a look as Stifel Chief Economist Dr. Lindsey Piegza joins Morning Brief to give insight into the current labor market trends and the mindset behind a Fed decision to cut.

livesocial.seismic.com

Colorado Secure Savings is a retirement savings program sponsored by the state of Colorado, facilitated by employers, and funded by employee investments via payroll deductions. Colorado Secure Savings is a Roth IRA with automated enrollment; however, employee participation is completely voluntary.

Colorado Secure Savings www.stifel.com

Retirees Will Pay Twice as Much as They Think for Healthcare: Fidelity barrons.com

Charitable giving is often an important component of financial, tax, and estate planning. Converting a Private Foundation to a Donor-Advised Fund can help maximize your tax benefits and reduce your record-keeping burden.

Converting a Private Foundation to a Donor-Advised Fund amazonaws.com

86: The number of medals that the United States has won as of this writing, leading the overall medal count. The U.S. has the most gold medals at 24. For more information on this and to read the full piece, click below.

Stifel Bits - August 7, 2024 stifel.com

To view this month's Favorite 15, charts from Stifel's CIO Office team, on topics impacting markets, the economy, and investor portfolios, click below.

Favorite 15 | July 2024 amazonaws.com

The July FOMC statement offered no guarantee of a September rate cut, disappointing investors' expectations for a commitment to policy easing in the next six and a half weeks. While a September rate cut is still a possibility and very much "on the table," the statement suggests the Fed remains data dependent and that policy makers are not yet convinced price pressures will continue to moderate or that labor market conditions have cooled enough.

Will They or Won't They? July Federal Open Market Committee Statement Falls Short of Committing to September Rate Cut - August 5, 2024 amazonaws.com

Angel Investments Can Win–or Lose–Big. Here’s How to Get Started. barrons.com

For many investors, a retirement planning tool called an Individual Retirement Account (IRA) is an attractive savings vehicle that can help them pursue their
financial objectives.

IRAs | Investing in Your Future www.stifel.com

Stifel's Insurance & Annuity Solutions team can help you plan for long-term care costs.

Traditional Long-Term Care Insurance Premium Increases www.stifel.com

In periods where markets declined greater than 15%, we have seen positive returns in the subsequent 12 months.

Market Declines and Subsequent Returns www.stifel.com

The chart shows that despite a decline in stocks at some point each year (red dot and number), markets typically recover and returns for the full year (green bar) are positive most of the time.

Managing through the ups and downs www.stifel.com

Today, Stifel reported second quarter revenue of $1.2 billion, the second best quarter in the firm's 135-year history. Chairman & CEO Ron Kruszewski highlights "the benefits of our balanced businesses and inherent operating leverage" and believes that Stifel is "well positioned for a strong second half of 2024."

https://www.stifel.com/investor-relations/DownloadEarningsReleaseFile?id=228&fiscalYear=2024

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

In this week's , we further discuss the potential for a stock market rotation and use the market shifts of the last week to illustrate how quickly a meaningful rotation can occur.

The Speed of Market Rotation: Staying the Course – Sight|Lines stifel.com

Regardless of your specific retirement goals, it can all hinge upon generating a comfortable level of retirement income that will last your entire life.

Retirement Income For Life | Lifetime Guaranteed Minimum Withdrawal Benefit www.stifel.com

Generally, IRA holders will name individuals as primary beneficiaries of their IRA. However, there are times when naming a trust as the primary beneficiary may be a better choice.

Trust as IRA Beneficiary www.stifel.com

The cycle of markets is inevitable, however, bull markets have historically lasted longer than bear markets and recessions.

Bull and Bear Markets Since 1932 www.stifel.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

Markets Are Poised for Rotation: What To Do, and Not To Do — Sight|Lines youtube.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

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

Besides competing with other companies in selling products or services, small
businesses strive to provide employee benefits comparable with larger companies in order to retain quality employees.

The SIMPLE IRA Plan | Savings Made Simple for Your Employees www.stifel.com

It's official - Our advisors have spoken and rated Stifel the #1 Wealth Management Firm for Employee Advisor Satisfaction for the SECOND year in a row. If you're unhappy with your current firm, you know where to find us.

Stifel's Successful Formula Leads to More Recognition from J.D. Power advisorhub.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

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

In this week's , we review the concept of Fiscal Transition and discuss the implications of the latest Congressional Budget Office (CBO) budget update.

One Headwind to AI Optimism: The Looming U.S. Fiscal Transition – Sight|Lines stifel.com