Who We Are

What We Do

We provide investment banking, research, sales and trading, asset and wealth management, public finance, insurance, private capital, and family office services.

About Us

We are a family-owned financial services firm that values client relationships, long-term stability, and supporting the communities where we live and work.

The Stephens Story

The idea of family defines our culture, because each of us knows that our reputation is on the line as if our own name was on the door.

Leadership

Our reputation as a leading independent financial services firm is built on the stability of our longstanding and highly experienced senior executives.

Impact Initiatives

We are committed to corporate philanthropy; economic and financial literacy advocacy; and diversity, equity, and inclusion initiatives.

Our Brand Ambassadors

Stephens is proud to sponsor the PGA TOUR, LPGA Tour, and PGA TOUR Champions careers, as well as applaud the philanthropic endeavors, of our Brand Ambassadors.

Making Connections

We host many highly informative meetings each year with clients, industry decision makers, and thought leaders across the U.S. and in Europe.

Our Businesses

Capital Management

We provide fiduciary investment strategies to public-and private-sector institutional clients through asset allocation, consulting, and retirement services.

Fixed Income Sales & Trading

Decades of proven performance and experience in providing tailored fixed income trading and underwriting services to major municipal and corporate issuers.

Institutional Equities and Research

Proven industry-leading research, global market insights, and client-focused execution.

Insurance

Customized risk management, property & casualty, executive strategies and employee benefits solutions that protect our clients over the long term.

Investment Banking

We assist companies with accessing capital through innovative advisory and execution services that help firms achieve their strategic goals.

Private Capital

We have been a trusted and reliable source of capital for private companies for over 70 years.

Private Wealth Management

Our experienced Private Client Group professionals develop customized investment strategies to help clients achieve their financial goals.

Public Finance

We are a trusted municipal advisor with proven expertise in public financings. We also work with clients in negotiated and competitive municipal underwritings.

Market Trends

Consumer Price Index Update

Sep 14, 2022

The Consumer Price Index (CPI), which measures changes in prices paid by consumers for goods and services, released the August numbers yesterday with a +0.1% month over month (m/m) and +8.3% year over year (y/y) change. To recap, the July report was +8.5% y/y and the June report was +9.1% y/y. This month’s y/y All Items index percentage is still among the highest reported since the 1980’s.

The latest Gasoline index showed a -10.6%, which offset increases in Food +0.8% and Shelter +0.7%. For a historical perspective, this chart displays these indexes over the past 20 years.

The table below shows m/m percentage changes in CPI indexes including All Items, Food, Energy in addition to the Core CPI, which excludes Food and Energy.

One of the two major focuses of the Federal Open Market Committee (FOMC) is price stability, which is running well above the target range of 2%. Members have committed to using the tools at their disposal to try and tackle inflation. The FOMC’s next decision regarding fed fund rates will be announced on September 20-21. September’s CPI summary is scheduled for release on October 13.

Disclosures
  1. The foregoing has been prepared solely for informative purposes and is not a solicitation, or an offer, to buy or sell any security. Statements contained herein, while not guaranteed, are taken from sources we consider to be reliable. Past performance is no guarantee of future results. Securities products and services are offered through Stephens Inc., member NYSE and SIPC. For more information, visit www.stephens.com. © 2022 Stephens Inc.
  2. The information in the accompanying report has been prepared solely for informative purposes and is not a solicitation, or an offer, to buy, sell or hold any security or a recommendation of the services supplied by any money management organization. It does not purport to be a complete description of the securities, markets or developments referred to in the report. We believe the sources to be reliable, however, the accuracy and completeness of the information is not guaranteed. We, or our officers and directors, may from time to time have a long or short position in the securities mentioned and may sell or buy such securities.
  3. Data displayed on this site or printed in such reports may be provided by third party providers. This report is not an official account statement of your account, and you should refer to your official customer account statement in the event of a discrepancy in value.
  4. The indexes and models referenced in the charts presented are unmanaged and do not reflect any transaction costs or management fees. They were chosen to give you a basis of comparison for market segment performance. Actual investment alternatives may invest in some instruments not eligible for inclusion in such an index or model and may be prohibited from investing in some instruments included in such an index or model. You cannot invest directly in an index. The investment return and principal value of an investment will fluctuate so that the value of an investment, when sold or redeemed, may be more or less than the original cost.
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  6. Additional information is available upon request. Please contact your Financial Consultant with any questions.