"Your Dreams, Our Purpose."

Welcome


At Burns Investment Group of Stifel Nicolaus, our clients are at the center of everything we do.  That's why we provide you with a comprehensive range of resources to help serve your needs and foster a successful, lasting relationship with you. We are committed to understanding your total financial needs to help you pursue your life goals. 

  We believe today's investment climate offers unprecedented opportunities. At Burns Investment Group of Stifel Nicolaus, our mission is to help clients take advantage of those opportunities by providing them with three key tools:

1. A clear understanding of their financial goals
2. A well-defined roadmap for pursuing those goals
3. Ongoing advice to help adjust their roadmap when their needs change

Our services cover all areas of financial management, from investment and retirement planning to risk management strategies and financial issues surrounding estate conservation. We specialize in helping our clients develop comprehensive, cohesive financial strategies that are designed to fit their unique needs and help enable them to pursue both short- and long-term objectives.

On our web site, you'll find valuable information for evaluating your current position and progress toward financial goals. We offer educational articles that outline financial concepts and highlight products designed to fill the gaps in your financial strategy. You'll also find calculators that will help you assess your current and future needs. Please remember to visit our web site often, as our content is constantly changing.

Life is an extraordinary journey.  As your life interests, values, and dreams evolve, it can be comforting to know that our team is committed to being with you every step of the way.

For help with your financial management, or for more information on Burns Investment Group of Stifel Nicolaus, please contact us today at (866) 886-7593.

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Calculators

Lease Interest

What's the interest rate on the lease you're considering?

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

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Newsletters

Doing Your Heirs a Favor

Although a will and a trust specify disposition of assets, many other details of an individual’s final wishes might be explained in a letter of instructions. This article offers some topics to consider addressing in the letter to help loved ones make decisions and take care of final arrangements.

Diving into Dividends

Dividends have traditionally been considered a source of income, but they also can be a powerful way to help build savings. A recent study found that dividends contributed 44% of S&P 500 total returns from 1930 through September 2010. This article explains how dividends work and the role that dividends could play in an investor's savings strategy.

Rethinking the Role of Household Debt

Many people aspire to pay off their home mortgages before retirement, but the housing situation and a weak economy have taken a toll on the finances of many older Americans. There are some compelling reasons why pre-retirees might want to consider maximizing their retirement plan contributions and avoid carrying large amounts of debt into retirement.

Tax-Efficient Investments for the Tax-Averse

Raising taxes is one of many ideas that have been proposed to help reduce mounting federal budget deficits. Readers who are concerned about the prospect of higher taxes in the future may want to consider the tax advantages associated with municipal bonds and tax-exempt mutual funds.

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