Wealth Review

Our Clarity Program Offers a Complimentary Wealth Review

Introducing Stifel Wealth Management

Financial planning is a crucial step in managing your financial future. Not only does it help you see your financial situation today, it also helps you think about those things you would like to do in the next five years, ten years, and throughout retirement.

You spend your entire working life saving for retirement, and it is important to set goals for yourself in order to enjoy it. The Stifel Wealth Strategist Report® can help you determine if you’re on track toward your goals and to plan for a comfortable retirement.

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Stifel’s Wealth Strategist Report® will take a look at your entire financial situation, including your asset allocation, investable assets, liabilities, future income streams and savings, insurance needs, current estate plan, and more.

We will take everything into consideration and determine strategies and action plans.

The Wealth Strategist Report will provide you the guidance and knowledge needed in order to make responsible financial decisions.

Barrett Speaks

Our View from the Front Lines of the Job Market

Leveraging The “It” Factor

Leveraging The “It” Factor

You’ve revamped your LinkedIn profile, added new skills and credentials to your value proposition, and practiced interviewing. You’ve re-written your resume for every job opportunity, crafted your cover letters with the care of someone wooing a new love interest, and sent follow-up messages to every hiring manager you’ve met. You’ve even lost weight and refreshed your wardrobe.

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Emotional Intelligence May Be More Valuable Than Skills In The Job Search

Emotional Intelligence May Be More Valuable Than Skills In The Job Search

Knowing how to read clients and colleagues, and understanding what underlying thoughts and emotions are influencing their actions and decisions, have long been useful skills in business.

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When Hiring Managers Go Silent… Getting Ghosted!

When Hiring Managers Go Silent… Getting Ghosted!

You wrap up an engaging interview at a company and come away feeling that this position would be a great fit for you. You have the impression that the hiring manager feels the same way about you. He walks you to the door, you shake hands, say goodbye…and you never hear from him again. Ever.

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