Cape Financial Group | Stifel Nicolaus

Cape Financial Group at Stifel Nicolaus

Welcome to our web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, market reports, upcoming events, seminars, and much more. We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning issues, and wealth preservation. Most important, we hope you see the value of working with a skilled team to pursue your financial goals.

We’re here to help educate you about the basic concepts of financial strategies, to help you learn more about who we are, and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.
  

      ________________________________________________  

 

Frank's Comments

2011 in Review

(Updated January 2012)

 

Amy's News

Keep it Simple for 2012

(Updated January 2012)

 

Sarah's News

3rd Annual Investment Wokrshop - Jan 14

 (Updated January 2012)

 

 ________________________________________________ 

 

 Stifel Press Releases 

  

ATTENTION: If you would like to view past comments, please click on Articles & Forms.

 

 
 Would you like to receive e-mail updates from us?

If so, e-mail Sarah at smitss@stifel.com so you can be added to our distribution list.

 

 

 

    
Calculators

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Savings Accumulation

Estimate the future value of your current savings.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

More Calculators →

Newsletters

HOT TOPIC: Are Housing Troubles Standing in the Way of Growth?

In the wake of past recessions, the housing industry provided a meaningful economic boost. This time around, the pace of the recovery has been more sluggish than expected, and ongoing weakness in the housing sector may be to blame.

To Roll or Not to Roll: It's Your Choice

Some employers are encouraging departing employees to leave their retirement savings in their employer plans. But employees should make any decisions based on their own needs and concerns, not the former employer's. Read about the pros and cons of rolling over retirement plan assets to an IRA.

Insurance for Two Could Benefit Your Heirs

Survivorship life insurance offers a way to help a couple's heirs pay estate taxes, probate costs, and other final expenses — and could be especially important after 2012 when the federal estate tax is scheduled to be significantly higher. Even if the estate tax doesn't apply to an estate, the insurance proceeds could benefit heirs or a favorite charity.

Favorable Dividend and Capital Gains Tax Rates Extended—for Now

The 2010 Tax Relief Act extended the 15% maximum tax rates on qualified dividends and long-term capital gains through December 31, 2012. But without further legislation, dividends will be taxed at ordinary income tax rates and capital gains tax rates will return to 20% (23.8% for investors in the two highest tax brackets) in 2013.

More Newsletters →