News & Insights

Saving for College? The Virginia 529 Plan gets Morningstar’s Gold Rating.

Cohen Investment Advisors believes strongly in the value of a higher education and we help our clients plan for the future cost of funding education for their children. 529 plans provide a tax-advantaged way for parents and grandparents to save funds for college expenses. These plans are offered in every state and the decision can be confusing since there are…read more →

Cash is NOT King

By Daniel Cohen, CFP® Since the presidential election, interest rates have been rising but rates paid on savings at banks are still near historic low levels, barely more than zero percent.  Big losses have been suffered on holdings of intermediate and long-term bonds as that is where the rates have risen the most.  Losses on ten-year treasury bonds are approaching…read more →

Setting Expectations Based on Financial Objectives

By Daniel Cohen On a recent visit to Florida to meet with clients, one client asked why her account wasn’t performing as well as the market.  Later I met with another client who introduced me to a friend who bragged about how well his portfolio did in the past year.  When most people talk about “the market,” they are referring…read more →

Which stock is more suitable?  Google or General Electric?

Which stock is more suitable? Google or General Electric?

By Daniel Cohen Investing in the stock market is never easy in the short run. The volatile movements can make the most seasoned investor second guess his or her decisions.  Investors are always better served by having a clear objective accompanied by a strategic investment plan. Some people invest for growth, some invest for income, and others for a combination…read more →

Avoid These 7 Retirement Planning Mistakes

By Daniel Cohen There are many variables to consider when planning your retirement.  It is best to start planning for retirement years if not decades ahead of time.  Considering that life expectancy today exceeds 79 years, it is important to plan things right because mistakes, especially early on, can have a material effect on your quality of life for many…read more →

Tax Free Income from Your NH City or Town

By Daniel Cohen, CFP® Interest rates are at record lows and the stock market is at record highs. There is much confusion among the investing public about where they should put their money. Because of this confusion, there are record amounts of money being held in bank accounts earning little or no income. Individual municipal bonds offer a more attractive investment…read more →

Introducing J.P. Weldon

Cohen Investment Advisors believes in investing in students by providing internship opportunities.  This summer, J.P. Weldon, a student from Boston University’s School of Management joined our staff.  J.P. is majoring in business administration with a concentration in finance. During his internship, J.P. has been researching investments using the Bloomberg Terminal, assisting with financial planning applications, helping organize a new client…read more →

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