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 »
Living and Working in the Granite State Fifteen years ago, my wife and I were living in South Florida. We had one child and were expecting our second. We lived in a two-bedroom condo and had been looking for a comfortable home for our growing family. Home prices in our town were unaffordable so we… Read More »
By Daniel Cohen You can change your life by hiring an experienced financial planner. One with the right kind of experience can immediately help fix common mistakes and improve your portfolio performance. Great long-term rewards can come as you enjoy the positive life changes than can result from well managed finances. Successful business owners and… Read More »
By Daniel Cohen Investing is not easy. It takes discipline and a lot of patience. Most people work hard for their money, and it usually takes many years of saving to accumulate enough to feel financially secure. Those savings not only need to earn enough to generate cash flow to fund your lifestyle but also… Read More »
By Daniel Cohen So far 2022 has been a very difficult year for most investors. Not only has the stock market corrected over 20% as of this writing, but the bond market has also experienced a severe correction with losses currently in the area of 12%. One relative bright spot in the market has… Read More »
By Daniel Cohen As I drove home one recent evening, the roads were wet from rain and the temperature was dropping. The forecast called for freezing temperatures throughout the evening. I felt relaxed as traffic was light. The rush hour was over, and speeds were lower than usual due to the conditions. I got a… Read More »
By Daniel Cohen My daily morning routine includes reviewing the activity in my clients’ accounts. Today’s technology makes this easy and a spreadsheet lists all the prior day’s transactions. It is important to check this time-sensitive information to make sure everything is accurate and up to date. Included in this review is a listing of… Read More »
You may benefit from receiving our financial advice newsletter throughout the year. Be among the first to receive this great information – right in your inbox! Use the handy form on this page to start receiving our free financial advice newsletter. Just remember to check the box next to “Subscribe to our newsletter” before submitting… Read More »
Much like the popular song “Million Reasons” by Lady Gaga, which is about relationships, people can also come up with a ‘million reasons’ not to invest in the markets. Just turn on the business news or any news program and chances are there will be segment after segment of negative reports. It takes a certain… Read More »
The views expressed represent the opinions of Cohen Investment Advisors, LLC 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.
Any investments presented may be examples of securities held, bought and/or sold in client portfolios. These investments may not be representative of the current or future investments of those portfolios. You should not assume that investments in the securities presented were or will be profitable. Investing in securities is speculative and carries a high degree of risk. Past performance is no guarantee of future results. Cohen Investment Advisors, or one or more of its officers or employees, may have a position in the securities presented, and may purchase or sell such securities from time to time.
Diversification and asset allocation do not ensure a profit or guarantee against loss.
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, https://adviserinfo.sec.gov/. Past performance is not a guarantee of future results.
Cohen Investment Advisors are certified financial planners who give individuals & families advice in managing finances.
Working Hours: Mon - Fri: 8:30am - 5:00pm, Sat - Sun: Closed
