Serving successful families and business owners across generations
The Curtis Team provides customized strategies designed to help you grow and preserve your wealth for you and your family for generations to come. We specialize in helping our clients develop a comprehensive, cohesive financial strategy that suits their unique needs and helps them to pursue both short- and long-term strategies.
Kelley Curtis Dunlap Named
Forbes’ Best-in-State Women Wealth Advisors, February 4, 2022 and February 2, 2023, each based on the 12-month period ending September 30 of the year prior to publication, and Forbes’ Best-in-State Wealth Advisors, April 7, 2022 and April 4, 2023, each based on the 12-month period ending June 30 of the year prior to publication, are based on the opinions of SHOOK Research, LLC and selected from a pool of nominations as indicated in the methodology. Neither SHOOK Research nor Forbes receive compensation from the advisors or their firms in exchange for placement on a ranking. The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance. Investment performance is not a criterion for selection. Forbes is a registered trademark of Forbes, Inc. All rights reserved. For more information on the selection methodology, see www.stifel.info/award-disclosures.
Dennis (DJ) Curtis, Jr. Named
Forbes’ Best-in-State Next-Gen Wealth Advisors, August 3, 2022, based on the 12-month period ending March 31 of the year in which published, and Forbes’ Best-in-State Wealth Advisors, April 7, 2022 and April 4, 2023, each based on the 12-month period ending June 30 of the year prior to publication. Rankings are based on the opinions of SHOOK Research, LLC and selected from a pool of nominations as indicated in the methodology. Neither SHOOK Research nor Forbes receive compensation from the advisors or their firms in exchange for placement on a ranking. The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance. Investment performance is not a criterion for selection. Forbes is a registered trademark of Forbes, Inc. All rights reserved. For more information on the selection methodology, see www.stifel.info/award-disclosures.
Senior Vice President/Investments; Branch Manager
Senior Vice President/Investments
Registered Client Service Associate
Registered Client Service Associate
Read, watch, or listen to our timely investor insights.
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.
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.
Hosted by Michael O’Keeffe, Stifel Chief Investment Officer, the Investment Strategy Brief is a monthly market update from Stifel’s Investment Strategy team.
Although relocating is relatively easy, determining domicile can be tricky.
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.
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.
This article covers which type of insurance could be needed for several types of individuals in different scenarios.
Investing for retirement is a long-term journey. Whether your retirement is 40 years away or right around the corner, it’s important to remember that retiring from your career is just the beginning.
Do you own multiple IRAs at various institutions? Over the years, many investors make annual IRA contributions or complete qualified plan rollovers to different accounts at numerous financial institutions and now find it costly and confusing to keep track of all the accounts.
One of the major changes under the SECURE Act is the elimination of the “stretch” distribution strategy for inherited IRAs and retirement plans.
The long-term care (LTC) insurance marketplace is changing quickly, and you have more options to choose from than ever before. Read on for the pros and cons of the three main types of coverage.
An employer-sponsored retirement plan offers many benefits to your employees and your company as well. There are many different retirement plan options available.
When planning for retirement, it is important to create a savings strategy in an effort to optimize asset growth in a tax-efficient manner. Understanding which account types offer tax deferral and tax-free distributions may help you save significant chunks of your wealth for retirement years.
Why would you embark on your financial journey without planning and forethought? Just as with travel, there is more than one route to take toward achieving your financial goals.
Volatility – it’s a term we’ve heard a lot in the media and felt in the markets recently.
If you’re in the accumulation phase, you may view volatility as opportunity. But as you get closer to retirement, this viewpoint may shift more to uncertainty. Volatile times like these are when it can be most valuable to work with a Financial Advisor.
When creating your estate plan, it is important to consider how income taxes may impact your beneficiaries. In order to do this, you need to have a basic understanding of cost basis rules.
Reaching a certain age means being able to save even more and new financial opportunities to get ready for your retirement years.
IRA rules are designed to discourage early distributions, and a 10% penalty is imposed on distributions taken prior to the IRA holder reaching age 59½. However, the law provides several exceptions to the penalty.
One of the primary goals of estate planning is to maximize the assets that will pass to your heirs while minimizing the tax liability of your estate. One particularly effective strategy for working toward that goal is referred to as an estate freeze technique.