Investing for retirement is a long-term journey. Whether you’re months, years, or decades away from retiring, it’s important to remember that as the sun sets on your career, this is only the beginning. Your savings may need to last you 10, 20, or 30 years or more.

Short-term market volatility is inevitable and to be expected. It is important to learn how to maintain your strategies for pursuing your retirement goals and not veer off course due to market volatility.

Consider these investment basics:

• Stay on course for savings
• Dollar-cost averaging
• Rebalancing as appropriate
• Take a long-term perspective

I will help you construct a robust retirement income strategy designed to maximize cash flow, mitigate risk, and minimize tax implications. With my vast experience, I leverage Stifel’s full suite of services, including in-house retirement planning professionals, research analysts, and economic and market strategists, to help me create a tailored plan based on your financial needs and risk tolerance.

You may not have the time or the interest in managing your retirement, or you may be unclear of what you need. I will assist you every step of the way. I will take the time to walk through the various products we offer and help you navigate through uncertain times.

Learn about efficient ways to handle cash balances.

Dollar-cost averaging does not ensure a profit or protect against loss. Investors should consider their ability to continue investing during periods of falling prices. Rebalancing may have tax consequences, which you should discuss with your tax advisor. Stifel does not provide tax advice. You should consult with your tax advisor regarding your particular situation.