Hopper Wealth Management Group - Stifel

Hopper Wealth Management Group - Stifel Welcome to Hopper Wealth Management Group, where we strive to turn financial uncertainty into confidence.

Here, you’ll find strategies for investing, retirement planning, and protecting your wealth. Your goals are unique, and the right plan is essential.

08/18/2026

Our CIO Office recently highlighted the lofty expectations for second quarter earnings. With reporting season now largely complete, companies did more than meet that elevated bar. In this week's , our CIO Office revisits the expectations outlined in July, assesses where results stand today, and discusses what stronger-than-expected earnings, accelerating revenue growth, and continued AI-driven spending could mean for investors.

https://stifel.info/SL081726

After an unsettled start to the year, the second quarter saw markets roar back – even as a new Federal Reserve chair, fi...
07/27/2026

After an unsettled start to the year, the second quarter saw markets roar back – even as a new Federal Reserve chair, firmer inflation, and a fragile Middle East de-escalation reshaped the path for growth, rates, and returns. In this edition of Quarterly Market Perspectives, we examine how these forces are shaping our second-half outlook and what they could mean for investor positioning.

Read the full piece here: https://livesocial.seismic.com/IZIMT https://livesocial.seismic.com/aUucR6

If you're part of the group of people that wish their advisor could manage their employer-sponsored retirement accounts,...
07/13/2026

If you're part of the group of people that wish their advisor could manage their employer-sponsored retirement accounts, then you're in luck. We're thrilled to share that my team can now offer this meaningful service. Reach out to get started.

Wondering how you should save for retirement? The answer depends on your goals and your financial situation. There are n...
06/25/2026

Wondering how you should save for retirement? The answer depends on your goals and your financial situation. There are no cookie-cutter ways to invest, and where you invest can depend on many factors.

Learn about some ideas for different retirement saving strategies here:
https://livesocial.seismic.com/aGHFf-

Stifel is a full-service investment firm with a distinguished history of providing securities brokerage, investment bank...
05/06/2026

Stifel is a full-service investment firm with a distinguished history of providing securities brokerage, investment banking, trading, investment advisory, and related financial services to individual investors, institutions, corporations, and municipalities. Contact me for more information!

Click here to learn more:
https://livesocial.seismic.com/ayRGQ0

Roth IRAs can be a way for individuals to save for retirement and can provide tax-free growth potential and tax-free wit...
04/28/2026

Roth IRAs can be a way for individuals to save for retirement and can provide tax-free growth potential and tax-free withdrawals for you and your heirs. Unfortunately, high-income earners are generally restricted from making direct contributions to a Roth IRA. In this case, there is an alternative strategy known as the backdoor Roth.

Learn more here: https://livesocial.seismic.com/aiTPH7

Many taxpayers may be confused when it comes to the taxation of capital gains, and for good reason!Learn more about the ...
04/16/2026

Many taxpayers may be confused when it comes to the taxation of capital gains, and for good reason!

Learn more about the Taxation of Capital Gains here: https://livesocial.seismic.com/abSU9q

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805 Las Cimas Parkway Suite 230
Austin, TX
78746

Telephone

+15128137215

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