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.

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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 »

Making Wise Decisions in Tough Times

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 »

Facing Coronavirus Head-on with Promising Signs – March 30, 2020

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 »

Investing Long Term to Shape Your Future

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 »

Protect Yourself From Identity Theft

Identity fraud is a growing problem and affected more people in the last year than at any time since data started being collected.  The data breach at Equifax last year is the highest profile case since it affected more than 145 million Americans. Many other major companies have had large-scale data breaches including Anthem Blue… Read More »