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.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Mortgage Acceleration

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

More Calculators →

Want to Be Your Own Boss?

Developing a business after retiring from a regular job comes with risks and challenges.

Investors as Corporate Citizens

Sustainability has become a fundamental business goal for many corporations throughout the world, driven in part by investors.

Insurance to Leave a Legacy

A survivorship life insurance policy could provide benefits at a lower cost than individual life insurance.

HOT TOPIC: What Can We Expect in 2014?

While economic forecasts for 2014 are encouraging, there are factors to watch in the months ahead.

More Newsletters →