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 »
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 »
By Daniel Cohen I have advised many corporate executives at various stages of their careers. Some make all the right decisions related to their personal financial planning and consequently accumulate significant wealth. Some will avoid making important decisions or forego available corporate benefits and miss out on some great opportunities to save and invest. Corporate… Read More »
By Daniel Cohen There are many ways to invest for the long-term. Index funds are popular and offer a good way to easily diversify your money either into the broad market or favored sectors. Mutual funds also provide a good way to invest on a regular basis, and most retirement plans that allow for payroll… Read More »
Investors with only a decade or less of experience in the markets had seen mostly good times until the end of February when that winning streak abruptly ended. After that, we’ve seen records set and mostly the types of records you wish you only would read about in history books. The market had its fastest… Read More »
With interest rates remaining at historic lows for an extraordinary length of time, maybe now is the time to rethink how much should be allocated to bonds in a portfolio. Historically, it has made sense to hold a certain percent of a typical portfolio in stocks balanced with bonds in order to reduce risk. Stocks… Read More »
By Daniel Cohen In response to the recent volatility in the markets since the end of last year, we’ve been hearing from people nervous about their investments, particularly in stocks. The so called “Wall Street jitters” continue to haunt some investors, particularly those looking for “safer” financial vehicles or products in which to invest, and… Read More »
In my February 6, 2015 NHBR article “Which stock is more suitable – Google or GE?,” we offered reasons why investing in Google stock might be a good idea for some investors looking for long term capital gains. Interestingly, Google is quietly working on much more than online search and electronic information technology. They have… 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
