Online access for Stifel clients, providing detailed account information, market data, research, and more
Log InThis article explains how a mortgage recast works to enable a homeowner to reduce a monthly mortgage payment without having to refinance and why it may be an appealing solution in certain situations.
Stock market downturns can be rough on a portfolio’s bottom line, but selling losing investments may offer the potential to reduce an investor’s tax liability.
A teen with a part-time job can contribute to a Roth IRA, which is a flexible way to accumulate funds for college, retirement, and other long-term needs.
How Long Will It Take to Pay my Balance?
Determine whether you should consider refinancing your mortgage.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Knowing your likely life expectancy is an important factor in making long-term financial plans.