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You may benefit from receiving our financial advice newsletter throughout the year.  Be among the first to receive this great information – right in your inbox! Use the handy form on this page to start receiving our free financial advice newsletter.  Just remember to check the box next to “Subscribe to our newsletter” before submitting… Read More »

Same Career, Very Different Results

Pre and Post Tax Advisors in Bedford, NH

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 »

Strong Companies We Can Learn From

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 »

The Security of your Personal Information at Cohen Investment Advisors

In an ongoing effort to keep our clients informed and aware of identity protection measures and cybersecurity guidelines, we are providing this circular article as a helpful reminder of the following information to help you keep your information secure. We will NEVER: Ask for Social Security Number (SSN) or other personally identifiable information via email… Read More »

Making Wise Decisions in Tough Times

Index Funds Management Services in Bedford, NH

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 »

Facing Coronavirus Head-on with Promising Signs – March 30, 2020

Our March 30, 2020 Client Newsletter contained important information we’d like to make available here on our website. During the past several weeks I have reached out to a large number of clients, family and friends. It comforts me that almost universally, those I spoke with are closely following the government guidelines to stay safe… Read More »