"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.

For directions, click here.

Calculators

Car Affordability

How much can you afford to pay for a car?

Personal Inflation Rate

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

Financial IQ Test

Take this quick quiz to find out your Financial IQ

LTCI Cost of Waiting

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

More Calculators →

Newsletters

How Interest Rates Can Influence Financial Decisions

The Federal Reserve has relied on its control of short-term interest rates to influence economic activity. Adjusting interest rates might seem to be an overly simple solution for steering the world's most powerful economy, but few mechanisms can influence behavior more effectively than interest rates.

Bring Your Life Insurance Home From Work

Only 44% of American households have individual life insurance, a 50-year low. Many workers have life insurance as an employee benefit, however relying on a group policy could mean that coverage ends should a worker's job situation change. This article examines the benefits of term individual insurance and permanent life insurance.

HOT TOPIC: Why Global Investors Are Worried About European Debt

European officials are working on a bailout deal to help debt-laden Greece avoid default, but some are worried a broader eurozone financial crisis may be waiting in the wings. How likely is a Greek sovereign debt default, and how could it affect European and U.S. financial markets?

Protecting What May Be Your Most Valuable Asset

Statistics indicate 43% of 40-year-olds will suffer at least one long-term disability (lasting 90 days or longer) before age 65. Disability income insurance could help protect your most valuable asset: your ability to earn an income.

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