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.
  

 

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~WISHING YOU AND YOUR FAMILIES A FUN AND SAFE~
**LABOR DAY WEEKEND**

Click here for Labor Day history

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 Frank's Comments

Have you reviewed your life insurance policies lately?

(Updated September 2010)

 

Amy's News

Stifel Prestige® Accounts Debit MasterCard®

(Updated September 2010)

 

Sarah's News

2010 Stifel Tailgate Parties

(Updated September 2010)

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STIFEL NICOLAUS RANKS #1 IN THE WALL STREET JOURNAL'S 2010 BEST ON THE STREET SURVEY

 Stifel Press Release 

 

 

ATTENTION: If you would like to view past comments from Frank, Amy, or Sarah please click on Articles & Forms.

 

 
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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.

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.

Savings Accumulation

Estimate the future value of your current savings.

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Newsletters

Tips for Healthy Life Insurance

If you are about to retire or have recently entered retirement, it's a good time to consider whether your current life insurance policy meets your needs.

HOT TOPIC: Moving Forward from the Credit Crisis

On Monday, September 15, 2008, the country awoke to news that three of the nation's largest financial institutions were unable to survive without help. Now, more than a year after that fateful September day, the economy shows signs of stability.

Interest Rates: Be Ready for Anything

There is a strategy to help bondholders limit the risk of continued low rates and put them in a position to benefit if the rates go higher.

Ready or Not, You're Retired!

In 2009, 47% of retirees left the workforce earlier than they expected.

More Newsletters →