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Alan H. Cohn, First Vice President/Investments - Stifel

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Alan H. Cohn, First Vice President/Investments - Stifel

Alan H. Cohn, CFP®, First Vice President/Investments - Stifel

Stifel is a full service wealth management firm

After hours by appointment only.

10/30/2026

Part One was Excellent, Part 2 should be even better!

The 2026 midterm elections are almost here. What could the results mean for the markets, economy, and investors?

Join Stifel Chief Investment Officer Michael O’Keeffe and Chief Washington Policy Strategist Brian Gardner for Part 2 of our midterm election webinar series, where they'll break down the election results and explore the potential implications for the markets and economy.

🗳️ Part Two: After the Vote | November 4 at 2 p.m. ET

Get expert perspectives on the election outcomes, key policy considerations, and what investors should be watching in the months ahead.

Register here: https://bit.ly/4e53UUh

10/25/2026

Do Retiree’s keep too much cash? In general,yes,because they WANT TO! As a CFP, I recommend 6 months expenses rounded up to the magic number. Any excess,above that magic number, must be invested for income and growth. Many do this automatically by regular ACH money transfers,safe and secure. The key is to live off your dividends and interest,Social Security,Ira’s and Pensions.In Retirement, the key is to ENJOY your dividends and interest on your money. As they say, “you can’t take it with you!” Hire a CFP!

10/23/2026

Wow!

10/20/2026

How true!

10/20/2026

09/23/2026

Proud to be a member of Rotary Club of Smithtown supporting Polio Plus 100%!

In just four days, Madagascar vaccinated more than 1.2 million children against polio, including over 42,000 children who received their first polio vaccine.

Read more about the new generation at work to 👉 https://endpol.io/3TJFdpg

09/18/2026

Oh my!!!

Only 37% of baby boomers express certainty they can handle future financial needs, and younger generations are even less sure.

08/04/2026

I was taught in CFP #1 (1981) that 92% of investment return comes from asset class selection and only 8% from security selection.Therefore for most, investment fads are irrelevant, and speculative investments should be avoided, or ONLY 5-10% of net assets. Rather, look at trends and a mix of asset classes, to minimize RISK. Some asset classes are NOT considered by Wall Street . Their mix can add value and lower risk:Bitcoin,Gold,Commodities,Energy,Real Estate,Technology,Utilities,Global,Blue Chip,Small Cap,etc. Especially by looking at an 18 month time horizon,and personalizing each portfolio for a clients needs and risks. Many clients are over concentrated in growth and technology.

08/03/2026

Stifel is a great company!

Ron Kruszewski, Stifel CEO, joins 'The Exchange' to discuss the company's quarterly earnings results, how the midterms impacts Washington and much more.

07/17/2026

Polio Plus is a major Project of the Rotary Foundation of Rotary International

When Rotary first dreamed of a polio-free world, we knew we couldn't do it alone. Thanks to Rotary members and our partners in the Global Polio Eradication Initiative (GPEI), over 3 billion children have been immunized since 1998.

Read the latest interview with Mike McGovern on the role Rotary plays in the GPEI 👉 https://endpol.io/3TBdPt4

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Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

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https://www.stifel.com/

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