News & Insights

Protect Yourself From Identity Theft

Identity fraud is a growing problem and affected more people in the last year than at any time since data started being collected.  The data breach at Equifax last year is the highest profile case since it affected more than 145 million Americans. Many other major companies have had large-scale data breaches including Anthem Blue Cross, J.P. Morgan, Home Depot,…read more →

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 →

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