Tawnee Hosick is proud to be named to
Forbes' Best-In-State Wealth Advisors
andForbes' America's Top Women Wealth Advisors Best-in-State
Forbes’ Best-in-State Wealth Advisors and Best-in-State Women Wealth Advisors rankings are each based on the 12-month period ending June 30 and September 30, respectively, of the year prior to publication and selected by SHOOK Research, LLC. from a pool of nominations as indicated in the methodology. The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance. For more information, see www.stifel.info/award-disclosures.
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Sight|LinesSight|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.
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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.
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Market PulseMarket 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.
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Market VolatilityInvesting 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.
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Investment Strategy BriefHosted by Michael O’Keeffe, Stifel Chief Investment Officer, the Investment Strategy Brief is a monthly market update from Stifel’s Investment Strategy team.
Podcast
Conversations with Michael O'KeeffeStifel’s Chief Investment Officer, Michael O’Keeffe, sits down with leaders at Stifel and in the finance industry to have thought provoking conversations related to the finance industry. Episodes are released monthly.
Podcast
Make Tax and Estate Planning a PriorityNow that we are off and running in 2023, it is important to not lose sight of our New Year’s resolutions. For many, those resolutions focus on physical fitness, but financial fitness can be just as vital.
Article
- Sight|Lines Video
Sight|Lines is a weekly note, meant to help clients and colleagues focus on a key insight amid the roar of market noise.
Video
- 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
Stifel Wealth Strategist Report®Why would you embark on your financial journey without planning and forethought? Just as with travel, there is more than one route to take toward achieving your financial goals.
Brochure
The Basic Documents for Estate PlanningLearn about some of the basic documents used for estate planning.
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Asset Allocation and Periodic RebalancingA one-two punch to help minimize volatility.
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1890The Year We Were Founded
and we're still going strong.
2,300Financial Advisors
Our Private Client Group has more than 2,300 financial advisors. This makes Stifel the seventh largest full-service investment firm based on number of financial advisors.
As of December 31, 2022.
9,000Associates
The firm has more than 9,000 associates.
As of December 31, 2022.