Category: Certified Financial Planner

Why Business Owners and Executives Hire Certified Financial Planners

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 »

Cash is NOT King

By Daniel Cohen, CFP® Interest rates have been rising but rates paid on savings at banks are still near historic low levels, barely more than zero percent.  Big losses have been suffered on holdings of intermediate and long-term bonds as that is where the rates have risen the most.  Losses on ten-year treasury bonds are… Read More »

Mermaids, Unicorns, and Guaranteed Returns

My kids love shows about mermaids, those delightful ocean creatures of fantasy and dreams. It got me thinking about some of the talk in the business press about unicorns – a new term in the investment community which refers to a start-up company whose valuation exceeds $1 billion dollars.  There is a great deal of… Read More »