Tag Archives: CFP

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 »

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 »