Tom Kelley, CFP(R)

Tom Kelley, CFP®
Vice President/Investments
Stifel, Nicolaus & Company, Incorporated

Planning for tomorrow starts today!

Welcome to our web site, where you’ll find a wealth of information in the form of newsletters, articles, calculators, and a wide variety of resources to help you stay informed with many of the pertinent financial issues of today.

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 concepts behind financial, investment, insurance, college education funding, retirement, and issues surrounding estate planning.

Most important, we hope you see the value of working with skilled professionals like a CERTIFIED FINANCIAL PLANNERTM professional and a company which has a long history of trust and tremendous resources to help you pursue your needs.

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and federally registered CFP (with flame design) in the U.S., which awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Market Summary

Click on the link below to view a summary of the markets, individual stocks, charting, and news.

 I appreciate referrals of friends, relatives, and work associates who need assistance with investing and retirement planning.

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Cost of Retirement

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

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

More Calculators →

Balancing Foreign Trade

The key dynamics behind the U.S. trade deficit including trade issues with China and international trade agreements.

Time for a Trust

Common types of trusts, the issues they might address, and the benefits they may provide.

HOT TOPIC: Nobel Prize Winners Offer Investing Lessons

A trio of American Nobel Prize-winning economists contributed to fundamental investing concepts and principles.

Options for Retirement Living

Some considerations when deciding where to live in retirement, be it staying in the same community or moving.

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