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 »

Supporting Our Community’s Youth…

Cohen Investment Advisors is proud to support youth athletics.  Seen in this photo are the outstanding players of the four and five year old Cohen T-ball Team including future money manager Flynn Cohen.

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 »

Supporting Our Community’s Youth

The Manchester Boys & Girls Club held their annual Foundation of Friends Breakfast on April 16, 2014. This informative fundraising breakfast is held each year as an opportunity for the Greater Manchester community to raise unrestricted dollars for the daily operating expenses of the Boys & Girls Club of Manchester. Daniel Cohen serves on the board… Read More »

Introducing Pamela Smith

People make 100% of the difference in how well services are delivered and we’re extremely fortunate to have Pamela Smith join the firm as Executive Assistant in October of 2013. Those of you who have already worked with Pam know how much of a pleasure she can be in addition to her effectiveness in handling… Read More »