By Daniel Cohen, CFP® This article was originally published in New Hampshire Business Review July 10, 2014. To succeed in business it is often suggested that people should find a niche in their market and specialize in serving those in that niche. In the financial advisory field, there are some who specialize in financial planning for… Read More »
Cohen Investment Advisors is proud to support youth athletics. Seen in this photo are the outstanding players of the four and five year old Cohen T-ball Team including future money manager Flynn Cohen.
What is the value of good advice? By Daniel Cohen After working as an investment advisor for several of the largest banks in the world for the previous twenty years, I formed an independent registered investment advisory firm. Thankfully, after less than six months in business, more than ninety-five percent of my clients have transitioned to… Read More »
There is an “age old” secret to good investing that has become obscured by so many new financial products and investment vehicles entering the market. Sometimes complicating what can be a relatively simple process, the bundling of stocks and bonds with other kinds of investment products has become more mainstream in the last 20 years.… Read More »
The Manchester Boys & Girls Club held their annual Foundation of Friends Breakfast on April 16, 2014. This informative fundraising breakfast is held each year as an opportunity for the Greater Manchester community to raise unrestricted dollars for the daily operating expenses of the Boys & Girls Club of Manchester. Daniel Cohen serves on the board… Read More »
People make 100% of the difference in how well services are delivered and we’re extremely fortunate to have Pamela Smith join the firm as Executive Assistant in October of 2013. Those of you who have already worked with Pam know how much of a pleasure she can be in addition to her effectiveness in handling… 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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