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Investing is about Building, Not Speculating

By Daniel Cohen Investing is not easy. It takes discipline and a lot of patience. Most people work hard for their money, and it usually takes many years of saving to accumulate enough to feel financially secure. Those savings not only need to earn enough to generate cash flow to fund your lifestyle but also… Read More »

Volatile Markets are Like Slippery Roads

By Daniel Cohen As I drove home one recent evening, the roads were wet from rain and the temperature was dropping. The forecast called for freezing temperatures throughout the evening. I felt relaxed as traffic was light. The rush hour was over, and speeds were lower than usual due to the conditions. I got a… Read More »

Dividends Make Me (and Clients) Happy!

By Daniel Cohen My daily morning routine includes reviewing the activity in my clients’ accounts. Today’s technology makes this easy and a spreadsheet lists all the prior day’s transactions. It is important to check this time-sensitive information to make sure everything is accurate and up to date. Included in this review is a listing of… Read More »

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You may benefit from receiving our financial advice newsletter throughout the year.  Be among the first to receive this great information – right in your inbox! Use the handy form on this page to start receiving our free financial advice newsletter.  Just remember to check the box next to “Subscribe to our newsletter” before submitting… Read More »

Same Career, Very Different Results

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 »

Strong Companies We Can Learn From

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 »

The Security of your Personal Information at Cohen Investment Advisors

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 »