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

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

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

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

Sight|Lines is a weekly note, meant to help clients and colleagues focus on a key insight amid the roar of market noise.

Video

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

If you are receiving Social Security benefits or planning to claim benefits in the near future, you should be aware of the following guidelines for claiming strategies, which were enacted as part of the Bipartisan Budget Act of 2015.

Article

As your Stifel Financial Advisors, we are occasionally asked to provide an analysis of the potential results of claiming Social Security early and investing the proceeds versus delaying receipt for increased benefits, which can be claimed as late as age 70.

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With approximately 10,000 people turning 65 every day for at least the next ten years, many individuals will face consequential health care decisions as they consider transitioning into Medicare

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What You Need to Know

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Household breadwinners must realize that their Social Security benefits will be paid out over two lifetimes – theirs and their spouse’s. Upon the death of either spouse in a married household, the surviving spouse either maintains or switches to the higher benefit for the rest of his or her life.

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Identity theft is of particular concern during tax season, when thieves use stolen Social Security numbers to file fraudulent tax
returns and claim refunds.

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Check out this article for important Social Security facts.

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If you are a high earner you are likely well aware that Medicare applies a high-income surcharge to your Medicare Part B and Part D premiums.

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Medicare Part B comes with a monthly premium of at least $144.60, and possibly more, depending on when you enroll and what your modified adjusted gross income was two years prior.

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By now, many of us have heard about changes to Social Security claiming strategies resulting from the Bipartisan Budget Agreement of 2015. These changes may impact when and how you claim your Social Security benefits, but it’s also important to recognize that many key factors remain unchanged.

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The Bipartisan Budget Agreement of 2015 will eventually eliminate the strategy to leverage spousal benefits using a restricted application. However, due to grandfathering, if you were born on January 1, 1954, or earlier, you can still execute the strategy as explained in this article.

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Understanding Social Security divorced spouse benefits is important for all ex-spouses so that they can be sure to receive all of the Social Security benefits for which they may be entitled. This article focuses on ex-spouse benefits.

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Understanding Social Security spousal benefits is important for all spouses so that they can be sure to receive all the Social Security benefits for which they may be eligible. This article touches on spousal benefits for married couples.

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Understanding Social Security survivor benefits is important for all widows and widowers so that they can be sure to receive all of the Social Security benefits for which they may be entitled. This article focuses on Social Security survivor benefits for surviving spouses.

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This article covers important information about Medicare.

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