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Keeping You Informed

Stifel Insights

Dive into our latest articles, videos, podcasts, and more!

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

Next Gen Investor Handbook

NextGen Investor Handbook

Introducing the NextGen Investor Handbook, a practical and engaging resource designed to help recent grads and young professionals navigate life-changing financial decisions and milestones, including budgeting, saving, investing, and starting a family. Flip through the handbook and take the first step toward building your financial future!

Article

Wealth Planning Newsletter

Wealth Planning Newsletter

The Wealth Planning Newsletter is a quarterly newsletter that covers topics related to wealth planning.

Newsletter

Retirement Plans Quarterly

Retirement Plans Quarterly

The Retirement Plans Quarterly is a quarterly newsletter that covers various topics related to retirement plans.

Newsletter

Market Perspectives Weekly

Market Perspectives Weekly

Market Perspectives is a weekly, monthly, and quarterly publication whose purpose is to provide a snapshot of what has happened in the economy and markets over that time frame.

Whitepaper

Market Perspectives Monthly

Market Perspectives Monthly

Market Perspectives is a weekly, monthly, and quarterly publication whose purpose is to provide a snapshot of what has happened in the economy and markets over that time frame.

Whitepaper

Market Perspectives Quarterly

Market Perspectives Quarterly

Market Perspectives is a weekly, monthly, and quarterly publication whose purpose is to provide a snapshot of what has happened in the economy and markets over that time frame

Whitepaper

Potomac Perspective

Potomac Perspectives

Potomac Perspective by Stifel Chief Washington Policy Strategist, Brian Gardner, provides timely insight and analysis​ into political, legislative, and regulatory developments. ​

Whitepaper

Favorite 15

Favorite 15

Favorite 15 is a monthly collection of charts on the key topics impacting markets, in the view of Investment Strategy.

Whitepaper

Allocation Insights

Allocation Insights

Wealth management insights from Stifel’s CIO Office.

Whitepaper

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