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Market SightLines by Michael O'Keeffe

Sight|Lines

Sight|Lines is a weekly note, meant to help clients and colleagues focus on a key insight amid the roar of market noise. Available as a written document, recap video, and a podcast.

Podcast

Investment Strategy Brief

Investment Strategy Brief

Hosted by Michael O’Keeffe, Stifel Chief Investment Officer, the Investment Strategy Brief is a monthly market update from Stifel’s Investment Strategy team.

Video

Market Pulse by Michael O'Keeffe and the Investment Strategy Group

Market Pulse

Market Pulse is a publication sent when the market moves about +/- 2% on a given day. It is meant to educate clients on what has moved the market that day, what we believe will move the market for the duration of the quarter and our investment outlook.

Whitepaper

Mother and Adult Daughter Sitting on Porch

The Importance of Keeping Beneficiaries Up To Date

When was the last time you checked to see who was listed as the beneficiary of your individual retirement account (IRA) or retirement plan? Many of us name beneficiaries when establishing an account, but we often forget to review them.

Article

Couple in Kitchen with Advisor

Who Needs Insurance?

This article covers which type of insurance could be needed for several types of individuals in different scenarios.

Article

Young boy reading under a tree

Market Volatility

Investing for retirement is a long-term journey. Whether your retirement is 40 years away or right around the corner, it’s important to remember that retiring from your career is just the beginning.

Article

Three Senior Women with Cameras in Garden

Strategic Planning for the SECURE Act's 10-Year Rule

One of the major changes under the SECURE Act is the elimination of the “stretch” distribution strategy for inherited IRAs and retirement plans.

Article

Elderly Woman with Nurse

Which Type of Long-Term Care Insurance Is Right for You?

The long-term care (LTC) insurance marketplace is changing quickly, and you have more options to choose from than ever before. Read on for the pros and cons of the three main types of coverage.

Article

Digital Bull and Bear over charts and graphs

Buffered Annuities – A Strategy in Volatile Markets

Volatility – it’s a term we’ve heard a lot in the media and felt in the markets recently.

If you’re in the accumulation phase, you may view volatility as opportunity. But as you get closer to retirement, this viewpoint may shift more to uncertainty. Volatile times like these are when it can be most valuable to work with a Financial Advisor.

Article

Multi-Generational Family Eating at Table Outside

An Introduction to Cost Basis

When creating your estate plan, it is important to consider how income taxes may impact your beneficiaries. In order to do this, you need to have a basic understanding of cost basis rules.

Article

Mature Couple Playing Music on Couch

Birthday Milestones

Reaching a certain age means being able to save even more and new financial opportunities to get ready for your retirement years.

Article

Man looking at cell phone with white dog in his lap

Are You in Your Confidence Zone?

Everyone wants to feel confident in where they are in life, and in where they are going. Everyone achieves confidence in their own way. Retirement is no different.

Article

Senior Couple Sitting on Porch

Annuity Tips for Retirement

Your retirement is not something to gamble with or leave to chance. You worked hard to save for retirement and deserve to retire knowing that you and your loved ones are taken care of.

Article

Couple shaking advisor's hand

Selecting a Trustee

A trust often serves as the centerpiece of a comprehensive estate plan. A properly funded trust protects the privacy of your estate and ensures that assets in the trust avoid probate. Typically, a trust will hold all or the majority of your assets.

Article