Articles

Business Owners’ Unique Investment Considerations

By Daniel Cohen, CFP® This article was originally published in New Hampshire Business Review July 10, 2014. To succeed in business it is often suggested that people should find a niche in their market and specialize in serving those in that niche. In the financial advisory field, there are some who specialize in financial planning for doctors, lawyers, women, parents, seniors,…read more →

Investing the Old Fashioned Way

There is an “age old” secret to good investing that has become obscured by so many new financial products and investment vehicles entering the market. Sometimes complicating what can be a relatively simple process, the bundling of stocks and bonds with other kinds of investment products has become more mainstream in the last 20 years. Investors need to look carefully…read more →