Identity fraud is a growing problem and affected more people in the last year than at any time since data started being collected. The data breach at Equifax last year is the highest profile case since it affected more than 145 million Americans. Many other major companies have had large-scale data breaches including Anthem Blue… Read More »
We invite you to read the news release about our new real estate advisor subsidiary. Please click the photo or link below. Cohen Real Estate Advisors News Release
There was an endless debate during 2017 about tax reform and who should be the greatest beneficiary of the changes. In the end, tax rates are lower for most individuals and corporate tax rates will be significantly lower under the Tax Cuts and Jobs Act of 2017. The tax code is still complex, and the… Read More »
What is a simple and effective retirement plan? When you read that question, do you start to think about how different the answer is to every individual? Of course, there are myriad ways to manage your investments to help assure that enough money is set aside for the day you decide to stop working full… Read More »
By Daniel Cohen The market value of all real estate in the world is more than 200 trillion dollars which is more than triple the size of the value of all stocks and almost double the value of all bonds. Considering this staggering value, it may seem unusual that most financial advisors and their clients… Read More »
Cohen Investment Advisors believes strongly in the value of a higher education and we help our clients plan for the future cost of funding education for their children. 529 plans provide a tax-advantaged way for parents and grandparents to save funds for college expenses. These plans are offered in every state and the decision can… Read More »
By Daniel Cohen, CFP® Interest rates have been rising but rates paid on savings at banks are still near historic low levels, barely more than zero percent. Big losses have been suffered on holdings of intermediate and long-term bonds as that is where the rates have risen the most. Losses on ten-year treasury bonds are… 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 The financial services industry has undergone changes since I entered it more than two decades ago, and it seems to be changing at an accelerated pace in the past few years. Just like many other industries such as lodging (Airbnb) and transportation (Uber), financial services companies are now competing with technology-based competition… 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 »
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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