By Daniel Cohen, CERTIFIED FINANCIAL PLANNER® 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 sold, they are receiving an inheritance, or they changed employers and need help managing their retirement account. … 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 »
Eighteen years have passed since the first of our four children was born. This summer she left for college, and like many other parents, we feel that the time passed so quickly! Every milestone: first crawl, first steps, first word, leaving for kindergarten, is anxiously anticipated, especially with the first child. Even while baby… Read More »
Throughout my money management career spanning nearly thirty years, I have experienced bear markets, on average every five years. A bear market is defined as a correction of 20% or more. My experience managing money for my family and clients all this time closely matches the historical record of a bear market occurring every five… Read More »
We are excited to announce that Daniel Cohen, founder of Cohen Investment Advisors, has been named to the Forbes/SHOOK Best-In-State Wealth Advisors list for 2023. This is a tremendous honor and a testament to Daniel’s dedication to providing exceptional financial planning and wealth management services to clients in New Hampshire and far beyond. The Forbes/SHOOK… 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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