By Daniel Cohen You can change your life by hiring an experienced financial planner. One with the right kind of experience can immediately help fix common mistakes and improve your portfolio performance. Great long-term rewards can come as you enjoy the positive life changes than can result from well managed finances. Successful business owners and… Read More »
Much like the popular song “Million Reasons” by Lady Gaga, which is about relationships, people can also come up with a ‘million reasons’ not to invest in the markets. Just turn on the business news or any news program and chances are there will be segment after segment of negative reports. It takes a certain… 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 »
In my February 6, 2015 NHBR article “Which stock is more suitable – Google or GE?,” we offered reasons why investing in Google stock might be a good idea for some investors looking for long term capital gains. Interestingly, Google is quietly working on much more than online search and electronic information technology. They have… Read More »
By Daniel Cohen On a recent visit to Florida to meet with clients, one client asked why her account wasn’t performing as well as the market. Later I met with another client who introduced me to a friend who bragged about how well his portfolio did in the past year. When most people talk about… 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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