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 »

Beware of the Robo-Advisor and Other “Smart” Investment Solutions

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 »

Staying on the winding road to steady growth

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 »

Mermaids, Unicorns, and Guaranteed Returns

My kids love shows about mermaids, those delightful ocean creatures of fantasy and dreams. It got me thinking about some of the talk in the business press about unicorns – a new term in the investment community which refers to a start-up company whose valuation exceeds $1 billion dollars.  There is a great deal of… Read More »

Financial Planning for 100 and Beyond

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 »

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 »

Fall Soccer Season a Big Success

Youth soccer was a big success this fall. The kids learn about teamwork and get a fun workout.  Cohen Investment Advisors is proud to be a sponsor of youth athletics. Pictured in this post are 3 outstanding teams with their coaches. Thank you HK Photography for the great team pictures!