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 →

Beware of the Robo-Advisor and Other “Smart” Investment Solutions

Beware of the Robo-Advisor and Other “Smart” Investment Solutions

  By Daniel Cohen The financial services industry has undergone changes since I entered it more than two decades ago, and it seems to be changing at an accelerated pace in the past few years.  Just like many other industries such as lodging (Airbnb) and transportation (Uber), financial services companies are now competing with technology-based competition from firms like Betterment….read more →

Staying on the winding road to steady growth

By Daniel Cohen In response to the recent volatility in the markets since the end of last year, we’ve been hearing from people nervous about their investments, particularly in stocks. The so called “Wall Street jitters” continue to haunt some investors, particularly those looking for “safer” financial vehicles or products in which to invest, and others expecting uninterrupted upticks in…read more →

Mermaids, Unicorns, and Guaranteed Returns

My kids love shows about mermaids, those delightful ocean creatures of fantasy and dreams. It got me thinking about some of the talk in the business press about unicorns – a new term in the investment community which refers to a start-up company whose valuation exceeds $1 billion dollars.  There is a great deal of money being used to buy…read more →

Financial Planning for 100 and Beyond

In my February 6, 2015 NHBR article “Which stock is more suitable – Google or GE?,” we offered reasons why investing in Google stock might be a good idea for some investors looking for long term capital gains. Interestingly, Google is quietly working on much more than online search and electronic information technology. They have invested hundreds of millions so…read more →