Tax season can be stressful for individuals and businesses, especially when faced with significant tax liabilities. However, with strategic planning, reducing your tax liability and keeping more of your income is not only possible but practical. At Cohen Investment Advisors, we are committed to helping you achieve greater financial security by minimizing your tax obligations… Read More »
When navigating the complex world of finance, having a strong investment strategy is essential. Whether planning for retirement, diversifying into real estate, or exploring equity investments, understanding investment strategies will significantly enhance your ability to build wealth and achieve financial stability. This guide aims to break down key principles to help you develop a practical… Read More »
Investor Patience as a Quality Attribute The performance of hot stocks like NVIDIA, Palantir, Coinbase, and Robinhood make investors envious. Shares bought in the past year have seen tremendous gains in these and other high growth companies. The short-term market losses in these companies from April of this year or during most of 2022 were… Read More »
By Daniel Cohen, CERTIFIED FINANCIAL PLANNER® An abbreviated version of this article was published in New Hampshire Business Review (NHBR), available online here. Most individuals find they need a financial advisor for the first time because of a significant life change or event. It may be the company they built or work for is being… Read More »
Waiting to take off on a flight back to New Hampshire after meeting clients in Florida recently, I had time to reflect on my client visits in the Sunshine State. Among the people I visited were a successful third generation business owner in his thirties, a retiree in his seventies, a business owner in her… Read More »
Health and wealth are interconnected, and an imbalance in one can cause problems with the other. Chronic health problems can be very expensive, leading to erosion of wealth while poor financial decisions can lead to undue stress which can cause a decline in health. However, the money decisions made over a thirty- or forty-year career… Read More »
Do you want to enjoy life more and for longer? I was recently struck by a couple of high-profile examples of super successful people in their 70s and 80s working hard and loving it! This summer, my wife, two of my teenage kids, and I went to Foxborough, MA for a Rolling Stones concert. The… Read More »
While walking my dog Max this morning, I thought of the idea for this article and decided to ask ChatGPT some questions. Immediately, I got back useful information to write the article after our walk. Before writing this article, I had access to the free version of ChatGPT but due to the content limitation, I… Read More »
Introduction to Rebalancing your 401(k) A 401(k) plan is a powerful tool for saving for retirement, allowing employees to contribute a portion of their income to a tax-advantaged investment account. As such it represents an important part of your overall financial and investment planning. As markets fluctuate, so does the composition of your 401(k) investments.… Read More »
Among the best ways to build wealth is to own a business. Great fortunes have been built seemingly overnight and there are lots of young millionaire- and billionaire-owners of these businesses. However, for every success story there are countless failures that never get noticed. Developing a new product or starting a business can cost a… Read More »
The views expressed represent the opinions of Cohen Investment Advisors as of the date noted and are subject to change. These views are not intended as a forecast, a guarantee of future results, investment recommendation, or an offer to buy or sell any securities. The information provided is of a general nature and should not be construed as investment advice or to provide any investment, tax, financial or legal advice or service to any person. The information contained has been compiled from sources deemed reliable, yet accuracy is not guaranteed.
Additional information, including management fees and expenses, is provided on our Form ADV Part 2 available upon request or at the SEC’s Investment Adviser Public Disclosure website www.adviserinfo.sec.gov. As with any investment strategy, there is potential for profit as well as the possibility of loss. We do not guarantee any minimum level of investment performance or the success of any portfolio or investment strategy. All investments involve risk (the amount of which may vary significantly) and investment recommendations will not always be profitable. Past performance is not a guarantee of future results.
Cohen Investment Advisors are CERTIFIED FINANCIAL PLANNERS® who give individuals & families advice in managing finances.
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