Cohen Investment Advisors is pleased to announce the opening of our new Merrimack Valley office in Amesbury, Massachusetts. The new location expands our presence in the region and provides clients throughout
Cohen Investment Advisors is pleased to announce the opening of our new Merrimack Valley office in Amesbury, Massachusetts. The new location expands our presence in the region and provides clients throughout
Cohen Investment Advisors has been recognized by Business NH Magazine as one of New Hampshire’s leading privately held businesses, ranking among the top 100 for the second consecutive year. The
One of the most common questions we’re hearing from parents and grandparents lately is whether they should open one of the new Trump Accounts for their children or grandchildren. Yet,
Explore articles by Daniel Cohen, Founder and Chief Investment Officer of Cohen Investment Advisors, featured in regional business publications. Drawing
Successful investing takes a lot of patience. Risk tolerance and time horizon are important factors in determining an appropriate investment
The investment management business is built around reasonable predictions about the future. The truth is, there is no reliable way
Billions of dollars are robbed from American’s every year, and the problem is only getting worse. A recent Wall Street
Tax season can be stressful for individuals and businesses, especially when faced with significant tax liabilities. However, with strategic planning,
When navigating the complex world of finance, having a strong investment strategy is essential. Whether planning for retirement, diversifying into
The performance of hot stocks like NVIDIA, Palantir, Coinbase, and Robinhood make investors envious. Shares bought in the past year
Most individuals find they need a financial advisor for the first time because of a significant life change or event.
Waiting to take off on a flight back to New Hampshire after meeting clients in Florida recently, I had time
Health and wealth are interconnected, and an imbalance in one can cause problems with the other. Chronic health problems can
Do you want to enjoy life more and for longer? I was recently struck by a couple of high-profile examples
While walking my dog Max this morning, I thought of the idea for this article and decided to ask ChatGPT
Introduction to Rebalancing your 401(k) A 401(k) plan is a powerful tool for saving for retirement, allowing employees to contribute
Among the best ways to build wealth is to own a business. Great fortunes have been built seemingly overnight and
Eighteen years have passed since the first of our four children was born. This summer she left for college,
Throughout my money management career spanning nearly thirty years, I have experienced bear markets, on average every five years. A
We are excited to announce that Daniel Cohen, founder of Cohen Investment Advisors, has been named to the Forbes/SHOOK Best-In-State
Living and Working in the Granite State Fifteen years ago, my wife and I were living in South Florida. We
You can change your life by hiring an experienced financial planner. One with the right kind of experience can immediately