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For more than 20 years, I have helped high net worth individuals, institutional clients, corporations, and directors of public companies manage the various aspects of their finances, including retirement and estate planning strategies, tax-efficient investing, maximizing income, and risk management.
As Vice President/Investments of Stifel's Shrewsbury office, I am committed to understanding your ever-changing financial needs.
Let me show what Stifel can do for you.
Ted Gauss
As the COVID-19 crisis eases its grip on the economy, here are some ideas to help women reexamine their retirement planning strategies.
Read about rules and other considerations faced by workers who are eligible for both Medicare and employer-based health insurance.
This article looks at the strategy behind the Fed’s monetary policy shift and the potential consequences for consumers, investors, and the economy.
It’s important for investors to understand the funds in their portfolios. This article provides an overview of different types of funds.
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
This calculator can help you determine how soon you can pay off your mortgage.
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
Use this calculator to estimate the cost of your child’s education, based on the variables you input.