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 »
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 »
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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