News & Insights

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 →

Introducing Josh Konoff…

Josh Konoff brings a diverse set of business skills to Cohen Investment Advisors. Josh will lead our growth efforts by creating and nurturing new client relationships.  Josh’s friendly approach and ability to listen well are valuable human assets he adds to the firm. As a successful real estate professional in the Boston market, Josh proved his business development expertise by…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 →

Supporting Our Community’s Youth

The Manchester Boys & Girls Club held their annual Foundation of Friends Breakfast on April 16, 2014. This informative fundraising breakfast is held each year as an opportunity for the Greater Manchester community to raise unrestricted dollars for the daily operating expenses of the Boys & Girls Club of Manchester. Daniel Cohen serves on the board of directors while his firm,…read more →

Introducing Pamela Smith

People make 100% of the difference in how well services are delivered and we’re extremely fortunate to have Pamela Smith join the firm as Executive Assistant in October of 2013. Those of you who have already worked with Pam know how much of a pleasure she can be in addition to her effectiveness in handling client needs. Not only that,…read more →

12