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 »
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 »
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 »
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.
CFP Board owns the certification mark CFP® in the U.S.
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