We're Here to Help
Addressing the Unique Needs of Executives and Their Families
Our process was built to help you face challenges by virtue of your pay structure. With complicated equity award packages – as well as potentially complex tax consequences – you deserve specialized guidance. We have developed a number of strategies to help you build and protect wealth through personalized, year-round planning.
YOU'RE INVITED
Events hosted by Executive Wealth Consulting Group
Latest News
Roth IRA Strategy
One of the mechanisms for high-income workers to contribute to a Roth IRA may be eliminated by the spending bill, which is currently under debate in Congress.
Article
Preparing for Higher Taxes
In his recent address to a joint session of Congress, President Joe Biden outlined a number of proposed spending initiatives intended to improve the nation’s infrastructure, access to education, and health care. There are a number of strategies investors might begin to consider in anticipation of potentially higher rates ahead.
ARTICLES
.jpg)
Sight|Lines
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
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
.jpg)
Investment Strategy Brief
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
Dog Determines Domicile
Although relocating is relatively easy, determining domicile can be tricky.
Article
Important Guidelines for Claiming Social Security Benefits
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
The Importance of Keeping Beneficiaries Up To Date
When was the last time you checked to see who was listed as the beneficiary of your individual retirement account (IRA) or retirement plan? Many of us name beneficiaries when establishing an account, but we often forget to review them.
Article
Who Needs Insurance?
This article covers which type of insurance could be needed for several types of individuals in different scenarios.
Article
Subscribe to Our Latest News
Sign up to receive newsletters, event invitations, and timely market news straight to your inbox.