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 the Merrimack Valley and Massachusetts North Shore with convenient access to our comprehensive financial planning and wealth management services. James Perry, CFP®, will be based in… Read More »
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 firm was recognized among privately held companies in the state with $1 million–$5 million in annual revenue. Disclosures: This is a listing of New Hampshire… Read More »
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, as it often happens with new government-sponsored savings programs, the answer isn’t entirely straightforward. Each new account type comes with its own set of rules,… Read More »
Successful investing takes a lot of patience. Risk tolerance and time horizon are important factors in determining an appropriate investment strategy. For example, some investments would be unwise to choose if the principal is needed on a specific date in the next few years. You wouldn’t invest in a technology stock with funds needed to… Read More »
The investment management business is built around reasonable predictions about the future. The truth is, there is no reliable way to forecast short-term market action. Big gains and large losses occur rapidly and are rarely if ever accurately projected by market analysts. Myth 1: Skilled analysts can predict gains and losses. Almost every year the… Read More »
Billions of dollars are robbed from American’s every year, and the problem is only getting worse. A recent Wall Street Journal article reported that over $1 billion was traced to scam texts in the last three years. Phishing emails and texts are getting more sophisticated leading to growing losses. Most people reading this probably understand… Read More »
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 »
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. Whatever the reason, there is always… 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 »
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 »
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 executives know that… 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.
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