Changing the selection in this dropdown will update all the data on the page to reflect the new selection. Look for the Account Selection Dropdown at the top right of the page. Investment planning and supervision can be time-consuming, but knowing a long-term investment plan is in place may bring the investor comfort and greater confidence.īecause this process takes time, Stifel has designed various services to help investors with many of the details involved in investment planning and supervision. Stifel Wealth Tracker gives you the option to view a single account or a group of accounts by using the Your Accounts dropdown box or the Groups dropdown box. Periodically reviewing that plan and making adjustments for changing financial objectives.Developing a sound investment plan offering the greatest opportunity for achieving your goals.You can take control of your financial future by: Stifel Wealth Tracker is free and was developed to help everyone organize their finances. How successfully you invest your money will determine the degree of financial security you will enjoy in the future.įew things are more vital to your security than knowledgeable investment planning. That amount will remain constant as long as the variables do not change, such as employment. One can predict how much money can be accumulated over a lifetime from employment or other sources. If part of a portfolio is not taken into account, a false picture will be presented. The entire asset base must be considered. Any information discussed with Stifel Financial Advisors is kept confidential.Īfter the long-term goals have been defined, all that remains to be done is deciding the right mix of investments. A discussion of financial objectives and goals will provide an understanding of what hopes to be achieved. Setting specific goals is the most important step taken when developing your plan. The map, like the plan, isn’t useful until the destination has been decided - or in the case of investing, the long-term goals defined. Like a road map, an investment plan directs to a destination. We have developed several services that are designed to help investors with many of the time-consuming details involved in investment planning and supervision. Stifel encourages investors to take control of their financial future.
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