News & Insights

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 →

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 →

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 →

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