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

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.

WOW!
08/28/2026

WOW!

Trading apps have replaced bucket shops, but Wall Street abounds with eerie parallels to 1901.

Camp Pa-Qua-Tuck was a Polio Camp remodeled into a Camp for SPECIAL children where no child is turned aside for money. 1...
08/24/2026

Camp Pa-Qua-Tuck was a Polio Camp remodeled into a Camp for SPECIAL children where no child is turned aside for money. 100% Rotary Fundraised with minimal government assistance.

Camp PaQuaTuck vice president and board member Steve Kronman received the following from a camper parent.

I received the text below from one of the parents of our campers at Camp PaQuaTuck.
Camp PaQuaTuck offers a summer camp experience for children and young adults with special needs. 
It is run by the Rotary Club of the Moriches.
It absolutely warms my heart to know we make a difference in the lives of people who deserve so much happiness. 

“Jes just got home from camp this am, cried whole way home.. lol. she had a great week and a awesome counsler”

See a photo below with Jes and her counselor
I am so enthused that Jes and so many others have such a wonderful time at camp.

Please check out the camp at campPaQuaTuck.org

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.

Stifel is a great company!
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.

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

Another reason to admire, Stifel!
07/02/2026

Another reason to admire, Stifel!

Most firms are owned by a bank. We own our bank. And that's a meaningful difference.

That means we move like entrepreneurs, back bold ideas, and have built the firm on our own terms for the past 135 years.

That freedom is what enabled a small St. Louis company to grow into a global partner for the ambitious. From one single office to a leading wealth management and investment banking firm.

07/01/2026

If you want a stock market Boom,it is very simple. Pass a law, making Corporate Dividends tax-deductible . With that incentive, almost every Public Corporation(stock), will increase their dividends, benefitting Millions of investors. The increasing dividends,unfortunately, will result in higher tax revenue, and the increased stock market valuation, and result in additional “capital gains”,when profits are taken. This Boom could be used for Police,Fire,Hospitals and Social Programs, benefitting our Veterans,Seniors,Handicapped, and the poor. Why Not?

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