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

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

Podcast

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

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

Newsletter

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

Newsletter

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

Whitepaper

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

Whitepaper

Wealth management insights from Stifel’s CIO Office.

Whitepaper

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

Stifel’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

Think budgeting is complicated? Think again. This video shows you how to create a simple plan that covers your needs, wants, and savings - without the stress. Watch now and start building your roadmap!

Video

Saving isn’t just for later - it’s for life’s surprises, big dreams, and your future self. In this video, we’ll break down short-term, medium-term, and long-term savings so you know exactly where to start. Hit play and start building your financial safety net today!

Video

Think saving early doesn’t matter? Think again. This video shows how time and compounding can turn small savings into big results - like a snowball rolling downhill. Hit play and see why starting now is your secret weapon!

Video

Think saving is all about cutting back? Think again. This video shows you how to set goals, automate your savings, and still enjoy life while working toward your money dreams. Watch now and make saving simple!

Video

Credit is more than just borrowing - it’s your financial reputation. This video breaks down what credit scores mean, why they matter, and how they can impact everything from loans to job offers. Hit play and learn how to keep your score strong!

Video

A great credit score doesn’t happen overnight, but we’ll show you how to get there. This video covers smart habits like automating payments, managing credit cards, and mixing up your credit types. Watch now and start boosting your score!

Video

Curious about investing but not sure where to begin? This video introduces the fundamentals and outlines simple steps to help you start building toward your financial future with confidence.

Video

Wondering what “asset class” means? This video breaks down key types of investments - from cash and stocks to bonds and real estate - so you can better understand how each one works and where they might fit in your financial strategy.

Video

Ready to build your portfolio? This video breaks down ETFs and mutual funds - two simple ways to diversify your investments without picking individual stocks.

Video

Starting your investing journey? This video covers key principles - like risk, diversification, and time horizon - to help you build a smart, long-term strategy with confidence.

Video

Ever wondered what a financial advisor actually does? This video breaks it down in simple terms - how they help you set goals, create a plan, and make smart money moves. Hit play and see why having a financial coach can change the game!

Video

Investment banks aren’t your everyday banks—they handle the big money moves for companies and governments. This video breaks down IPOs, mergers, and more in a way that actually makes sense. Hit play and learn how these financial powerhouses shape the economy!

Video

Driving comes with freedom—and responsibility. In this video, we break down auto insurance in simple terms: what it covers, why it’s required, and how to choose the right protection. Watch now and stay road-ready!

Video

Your personal information is valuable—and identity thieves know it. In this video, we break down the risks, the tricks scammers use, and the damage they can cause. Watch now and get the tools to stay safe!

Video

Ever wonder what the stock market really is? This video breaks down IPOs, supply and demand, and what drives stock prices—all in simple terms. Watch now and learn the basics that every investor should know!

Video

Understanding needs vs. wants isn’t about saying no to fun—it’s about making smart choices. This video shows you how to prioritize, save, and still enjoy life. Hit play and master the basics of money management!

Video

Credit cards, student loans, mortgages—what’s good debt and what’s bad? This video breaks it down so you can make smarter financial decisions. Watch now and take control of your borrowing!

Video