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!

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 »