Category: News & Insights

Rethinking the Balanced Approach to Investing

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 »

Children Are Financial Plan Killers

By Daniel Cohen The title is in no way meant to discourage parenthood. Of course, raising children is one of the most meaningful and rewarding things people do, and there are major financial implications that come with a growing family. For the parents of a newborn today, the future annual cost of a college education… Read More »

Setting Expectations Based on Financial Objectives

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 »

Which stock is more suitable? Google or General Electric?

By Daniel Cohen Investing in the stock market is never easy in the short run. The volatile movements can make the most seasoned investor second guess his or her decisions.  Investors are always better served by having a clear objective accompanied by a strategic investment plan. Some people invest for growth, some invest for income,… Read More »

Introducing J.P. Weldon

Cohen Investment Advisors believes in investing in students by providing internship opportunities.  This summer, J.P. Weldon, a student from Boston University’s School of Management joined our staff.  J.P. is majoring in business administration with a concentration in finance. During his internship, J.P. has been researching investments using the Bloomberg Terminal, assisting with financial planning applications,… Read More »

Understanding the Real Costs of Your Investments

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 »

Investing the Old Fashioned Way

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 »