A selection of Stifel newsletters and financial articles to help you gain a greater understanding of important financial topics. Find out how inflation and interest-rate fears, regulatory or legislative action, and other factors could influence stock prices in 2021. This article discusses various high-frequency indicators economists use to monitor the pandemic's impact and the economic recovery's progress.
A look at bonus depreciation and Section 179, plus CARES Act changes that may benefit companies that reconfigured spaces for safety reasons. Compare the potential future value of tax-deferred investments to that of taxable investments. Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
A look at bonus depreciation and Section 179, plus CARES Act changes that may benefit companies that reconfigured spaces for safety reasons. Compare the potential future value of tax-deferred investments to that of taxable investments. Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
Services
I joined Stifel in 2015 as part of its acquisition of Barclays Wealth and Investment Management, Americas. Prior to Stifel, I began my career as a Financial Advisor in 2011 with Merrill Lynch. It is important for an investor to develop clear views of what they want out of their money and explore the range of outcomes that they are comfortable experiencing with their investments.
Our services cover all areas of financial management, from investment and retirement planning, to risk mitigation strategies and issues surrounding estate planning strategies. We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to pursue both short- and long-term strategies.
My philosophy is to maintain a long-term orientation and implement strategies and investment products that have demonstrated a history of providing attractive returns. I also believe in not getting too infatuated with any particular investment or convinced that it will always work in an effort to remain flexible.
My investment approach is to simplify the universe of investment products and strategies by narrowing it into a short list of time-tested strategies, explain them, and then implement them. I want my clients to be comfortable with what they're investing in and understand why. This helps prevent any misunderstandings on performance expectations.
Many younger investors (age 20 to 35) are undergoing important changes and transitions. This includes marriage, changing jobs or careers, buying or selling a home, helping aging parents, and more. On top of this, most of them are managing their finances and investments alone. I will address these age-specific issues with you and develop tailored strategies that help balance your career goals with your personal priorities.
Reviews
Be the first to review Stifel | Andrew Hutsell.
Write a Review
