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Personalized Planning and Experienced Professionals
Given the complexities of investment planning and the ever-changing tone of the financial markets, professional guidance can play a crucial role in your family’s success. In choosing The Compass Pointe Group at Stifel, we recognize that you’ve placed considerable trust in our team.
With an emphasis on personalized attention and wealth management, our team has more than 100 years of collective experience in family and institutional wealth management. Though we are based in Rancho Bernardo, California, we serve clients nationwide. Using Stifel’s open-architecture platform, we’re able to draw on the latest research and strategies to provide customized investment planning and wealth management for our clients.
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Establishing a Sample BudgetThink budgeting is complicated? Think again. This video shows you how to create a simple plan that covers your needs, wants, and savings - without the stress. Watch now and start building your roadmap!
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Savings & GoalsSaving isn’t just for later - it’s for life’s surprises, big dreams, and your future self. In this video, we’ll break down short-term, medium-term, and long-term savings so you know exactly where to start. Hit play and start building your financial safety net today!
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The Power Of Compounding Think saving early doesn’t matter? Think again. This video shows how time and compounding can turn small savings into big results - like a snowball rolling downhill. Hit play and see why starting now is your secret weapon!
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Tips for a Successful StrategyThink saving is all about cutting back? Think again. This video shows you how to set goals, automate your savings, and still enjoy life while working toward your money dreams. Watch now and make saving simple!
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All About Credit Credit is more than just borrowing - it’s your financial reputation. This video breaks down what credit scores mean, why they matter, and how they can impact everything from loans to job offers. Hit play and learn how to keep your score strong!
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How to have a High Credit ScoreA great credit score doesn’t happen overnight, but we’ll show you how to get there. This video covers smart habits like automating payments, managing credit cards, and mixing up your credit types. Watch now and start boosting your score!
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What is Investing?Curious about investing but not sure where to begin? This video introduces the fundamentals and outlines simple steps to help you start building toward your financial future with confidence.
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Asset ClassesWondering what “asset class” means? This video breaks down key types of investments - from cash and stocks to bonds and real estate - so you can better understand how each one works and where they might fit in your financial strategy.
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Building a PortfolioReady to build your portfolio? This video breaks down ETFs and mutual funds - two simple ways to diversify your investments without picking individual stocks.
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Investing PrinciplesStarting your investing journey? This video covers key principles - like risk, diversification, and time horizon - to help you build a smart, long-term strategy with confidence.
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What is a Financial Advisor? Ever wondered what a financial advisor actually does? This video breaks it down in simple terms - how they help you set goals, create a plan, and make smart money moves. Hit play and see why having a financial coach can change the game!
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What is an Investment Bank?Investment banks aren’t your everyday banks—they handle the big money moves for companies and governments. This video breaks down IPOs, mergers, and more in a way that actually makes sense. Hit play and learn how these financial powerhouses shape the economy!
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What is Auto Insurance?Driving comes with freedom—and responsibility. In this video, we break down auto insurance in simple terms: what it covers, why it’s required, and how to choose the right protection. Watch now and stay road-ready!
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What is Identity Theft?Your personal information is valuable—and identity thieves know it. In this video, we break down the risks, the tricks scammers use, and the damage they can cause. Watch now and get the tools to stay safe!
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What is the Stock Market?Ever wonder what the stock market really is? This video breaks down IPOs, supply and demand, and what drives stock prices—all in simple terms. Watch now and learn the basics that every investor should know!
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Spending: Needs vs. WantsUnderstanding needs vs. wants isn’t about saying no to fun—it’s about making smart choices. This video shows you how to prioritize, save, and still enjoy life. Hit play and master the basics of money management!
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Good Debt vs. Bad DebtCredit cards, student loans, mortgages—what’s good debt and what’s bad? This video breaks it down so you can make smarter financial decisions. Watch now and take control of your borrowing!
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InheritanceInheriting a legacy should feel empowering - not overwhelming. This video gives you a clear, approachable look at how inheritances work, how trusts protect assets, and what tax rules may come into play. You’ll gain the knowledge you need to make smart decisions and honor what’s been passed on to you. Press play to take the first step toward confidently managing your financial future.
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Helping Aging ParentsCaring for aging parents can feel overwhelming - but you don’t have to navigate it alone. This video breaks down the essential steps to help you get organized. You’ll also learn how to support your parents emotionally and prepare for future care needs. Watch now to feel more confident, prepared, and connected as your family enters this new chapter.
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Estate PlanningThink estate planning is only for older adults? Think again. This video shows how simple steps - like creating a will, trust, or healthcare directive - can give you and your loved ones clarity and peace of mind. Whether you're 18 or 80, you’ll walk away empowered and better prepared. Hit play and discover why smart planning starts today.
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Family FocusYour family’s identity is one of its greatest strengths - and this video shows you how to put it into words. Learn how to start the conversation, gather ideas, and craft a mission statement that reflects your values, priorities, and goals. It’s a simple process that can deepen understanding and inspire better choices as a team.
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All About TaxesReady to finally understand how taxes actually work? This video gives you a clear roadmap - from choosing how to file, to understanding tax brackets, to estimating whether you’ll owe or get a refund. We turn complicated concepts into simple steps you can use right away. Tune in now and take the stress out of tax season.
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All About Taxes IIReady to make your money work harder for you? This video demystifies traditional and Roth retirement accounts, showing how each can influence your tax bill now - and your wealth later. You’ll also learn why starting early and understanding the rules can help you keep more of what you earn and reduce surprises at tax time. Hit play to get ahead on your long‑term financial planning.
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Working & EarningWorking and earning go hand in hand, but the benefits go way beyond the cash. In this video, you’ll learn how a job helps you build discipline, handle money wisely, and become more independent. These early habits can set you up for long-term success long before you start your career. Press play and see why your future self will thank you!
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Financial ResponsibilityFinancial responsibility might sound boring, but it’s actually one of the most powerful skills you can build. This video breaks down how to budget, save smartly, handle debt, and protect yourself from scams. You’ll learn how to take control of your money instead of letting it control you. Hit play and start building habits your future self will thank you for!
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Marriage & FinancesMoney plays a key role in marriage. This video explores how finances change when couples combine lives - from shared goals to joint budgeting - and why open money conversations strengthen your partnership. Hit play and start thinking ahead!
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PhilanthropyPhilanthropy means using what you’ve got—your hours, your talents, your dollars—to make the world a little better. This video explains the ‘3 Ts’ and why giving back matters not just for your community, but for your own personal growth and opportunities. Even small acts can inspire others and spark meaningful change. Press play and learn how to get involved!
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The Value of SomethingValue isn’t just about price—it’s about what something is really worth to you. This video breaks down financial, emotional, and practical value so you can see past the marketing and make smarter choices. You’ll learn how to compare products, avoid impulse buys, and get the most out of your money. Hit play and level up your consumer awareness!
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Understanding Income TaxesIncome tax might feel complicated, but it’s actually easier to understand than you think. This video walks you through how tax brackets work, why employers withhold money, and how to use deductions and credits to your advantage. Knowing these basics helps you manage your money and avoid tax-season stress. Hit play and take the mystery out of taxes!
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Banking Ready to take your first real step into managing your money? This video breaks down what banks actually do – from checking and savings accounts to mobile banking and avoiding sneaky fees. You’ll learn how to keep your cash safe, spend smarter, and start building real financial independence. Hit play and get confident with banking basics!
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Student LoansThinking about student loans? This video breaks down what they really are, how they work, and what paying them back actually looks like - no confusing jargon. Watch before you borrow so future you doesn’t regret it.
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Credit CardsCredit cards aren’t free money - they’re loans that can either help you build credit or trap you in debt. This video breaks down how credit cards really work, from interest to limits, so you can use them smartly and stay in control.
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Digital Payments & Financial AppsPaying and sending money has never been faster - but that doesn’t mean it’s risk‑free. This video breaks down how apps like Venmo, Zelle, and budgeting tools really work, plus the hidden risks that can cost you if you’re not careful.
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Financial Scams & Online FraudIf it sounds too good to be true, it probably is. Learn how financial scams actually work in the social media era and how to protect yourself from fake crypto deals, phishing messages, and “get rich quick” schemes.
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Employee Benefits 101Getting paid isn’t just about the number on your offer letter. This video explains gross vs. net pay, benefits, and why things like health insurance and 401(k)s matter - even at your first job.
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Renting vs. OwningRenting or owning - there’s no one-size-fits-all answer. This video breaks down the real costs, tradeoffs, and myths around housing so you can choose what actually fits your life and money goals.
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Buying a HouseBuying a home is exciting - but it’s also one of the biggest financial decisions you’ll ever make. This video breaks down the homebuying process, from renting vs. buying to understanding mortgages and monthly budgets, so you can move forward with confidence and clarity.
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Buying a CarBuying a car is a major money move, and deciding whether to buy or lease can make all the difference. This video breaks down the real costs, trade-offs, and smart negotiating tips so you can choose the option that fits your budget, driving habits, and long-term goals - without buyer’s remorse.
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Starting a FamilyStarting a family is one of life’s most joyful milestones - and one of the biggest financial shifts you’ll ever make. This video covers the smart money moves new parents should consider, from tax credits and college savings to estate planning and life insurance, so you can protect your growing family and build a strong financial foundation from day one.
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What is Inflation? Ever wonder why your money doesn’t seem to stretch as far as it used to? This video breaks down inflation in simple, real‑life terms - what it is, why prices rise, and how it affects everything from gas and groceries to college and savings. Learn why understanding inflation now can help you make smarter money decisions for your future.
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What is a Mortgage? Buying a home usually means taking on a mortgage - but what does that really mean for your money long term? This video breaks down how mortgages work, from interest rates and down payments to monthly payments and equity, so you can understand one of life’s biggest financial commitments before you ever sign on the dotted line.
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What is Bankruptcy? Bankruptcy isn’t about failure - it’s a legal reset when debt becomes overwhelming. This video explains what bankruptcy really is, how it works, and the long‑term impact it can have on credit and financial choices, helping you understand both the risks and the realities before you ever need it.
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Sight|LinesSight|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.
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Market PulseMarket 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.
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Investment Strategy BriefHosted by Michael O’Keeffe, Stifel Chief Investment Officer, the Investment Strategy Brief is a monthly market update from Stifel’s Investment Strategy team.
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Dog Determines DomicileAlthough relocating is relatively easy, determining domicile can be tricky.
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