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 »
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 »
You may not have heard of the FIRE movement which became somewhat popular after the financial crisis of 2008. The FIRE (Financial Independence, Retire Early) movement appealed to some millennials at that time as they became disenfranchised by the lack of opportunities to earn a good income and were attracted to the idea of… 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 »
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 »
We’re sharing one of the messages we recently sent to our clients and we thought this information would be generally helpful, keeping in mind the dynamic coronavirus situation. There has been a lot of concern this week about the coronavirus that started in China last year. Every day, there have been news reports of this… Read More »
By Daniel Cohen Good financial planning will have you debt-free in retirement. Who wants to be paying a mortgage or other debt during the years when there’s no more earned income coming in? For most people, eliminating the mortgage by retirement is an important goal. Eliminating this fixed expense relieves most people of a heavy… Read More »
This month I got a notice that a municipal bond in a client’s portfolio was maturing. I looked at the details of the bond to realize that it was purchased twenty-five years ago which was the year I entered the financial services business and the same year I met this client. The bond paid 6.125%… Read More »
When I was a late teen, my family went through some difficult financial times. I was beginning my sophomore year at Boston University unsure how tuition would be paid. My father’s business took a rapid downturn with the New England economy in the late 1980s, and his plan to cover my higher education expense was… 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.
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