Informing Investors and Sharing Financial Advice
Daniel Cohen studies the financial markets daily and formulates investment strategies based on the foundational strengths of various companies and industrial performance evidence. Mr. Cohen is a regular financial writer for two newspapers in his local market. He shares his expertise publicly to help retail investors better understand and consider important economic indicators.
Our Published Articles
Read more published articles
- February 2017 Cash is Not King
- NHBR December 2016 Rethinking Balanced Investing
- Not-So-Smart Investments
- Business NH Magazine September 2016 Planning Linked to Health and Wealth
- NHBR April 2016 Don’t Forget the Tortoises
- NHBR October 2015 Prepare to live to 100
- NHBR: July 2015 Raising Children Financial Plan Killer
- NHBR, May, 2015: Expectations and Objectives
- NHBR, February, 2015: Which stock is more suitable, Google or GE?
- NHBR, January, 2015: Retirement Planning Mistakes to Avoid
- NHBR, September 2014: Tax-free income from your N.H. city or town.
- NHBR, June 2014: Business owners’ unique investment considerations.
- NHBR May 2014: Investing The Old Fashioned Way.
- NHBR, Nov 2013: Bond investment landscape looks gloomy.
- NHBR, Jul 2013: Lessons from 20 years in the stock market.
- NHBR May 2013: Strategies to bolster your retirement confidence.
- NHBR Mar 2013: The mistake of not seeking professional advice.
- NHBR Jan 2013: Investing in what you buy pays dividends.
- NHBR Dec 2012: Are you financially prepared for 2013?
- NHBR Dec 2011: A word of warning to bond buyers.
- NHBR May 2011: Which retirement plan is right for your business?
- NHBR Apr 2011: Global investing from the comfort of home.
- NHBR Dec 2010: Stock dividends: long-term answer in low-interest climate.
Stay informed on our Blog
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 »