Cohen Investment Advisors

07/08/2026

Should you open one of the new Trump Accounts for your child or grandchild?
We're getting this question a lot.

If your child was born between 2025 and 2028, the government contributes $1,000 to get the account started. That's a compelling reason to take a closer look.

But beyond that initial contribution, deciding whether to invest more isn't as simple. Depending on your family's goals, a 529 Plan or UTMA account may actually be a better fit.

In our latest article, Daniel Cohen explains:
✔️ Who should open a Trump Account
✔️ When it makes sense to contribute more
✔️ How these accounts compare with other savings options
✔️ A little-known strategy that could help build tax-free retirement savings for the next generation

If you're a parent or grandparent trying to decide what's best, this article can help you understand the pros, cons, and planning opportunities.

👉 Click the image below to read it

Funding the Trump Account for newborns can make sense for many parents and their children.

08/29/2025

Dividend-paying stocks can offer a dual benefit: generating income while contributing to long-term growth. They can also help add stability to a portfolio, especially during times of market volatility.

Whether you're nearing retirement or simply looking to diversify your investment approach, dividends may play a strategic role in your plan.

Questions about how dividends might fit into your portfolio? Let’s talk. Visit investwithcohen.com/contact today.

08/28/2025

Not sure if your current investment strategy still aligns with your goals? A second opinion can offer a fresh perspective. As markets shift, it’s smart to revisit your portfolio to ensure it reflects your evolving needs.

We’re here if you’d like to take a closer look together. Schedule a consultation today by calling 603-347-8401 or visit investwithcohen.com/contact.

08/26/2025

We believe it’s important to help your kids develop healthy financial habits by making budgeting and saving a part of everyday life. 🙌

May we suggest Involving them in real-life decisions like managing bills, saving for goals, and making tough decisions between wants and needs? The most valuable lessons often come from what they see us do, not just what we say.

Explore our blog for more insights: investwithcohen.com/blog.

08/22/2025

It’s easy to focus on the future—but it’s just as important to enjoy the present. Working with Daniel Cohen and James Perry who are both CERTIFIED FINANCIAL PLANNER® professionals, can help you strike the right balance: living meaningfully now while planning strategically for what’s ahead.

At Cohen Investment Advisors, we take the time to understand your values, lifestyle, and goals so your financial plan reflects the life you want to live today and tomorrow.

Let’s talk about your goals. Visit investwithcohen.com/contact today.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

08/20/2025

Many of our clients come to us with future generations in mind, whether it’s creating a financial legacy for children or helping grandchildren get a head start.

Over the years, it’s been gratifying to see the next generation of our clients’ families turn to us for guidance as they begin to shape their own financial futures. If generational wealth is part of your vision, we’re here to help you build it with confidence. 🤝

Learn more on our approach: investwithcohen.com/financial-investment-planning/wealth-management.

08/18/2025

Exploring real estate as a part of your strategy? 🧐

Our advisors help qualified investors add real estate to their portfolios in a unique, income-generating way that can align with some investors’ long-term goals.

Learn more by visiting investwithcohen.com/real-estate-investing or contact us today at 📞 603-347-8401.

08/14/2025

The retirement landscape is changing, and so are the goals of today’s investors. Whether you’re reassessing your timeline or refining your strategy, a personalized plan is essential to stay on track.

At Cohen Investment Advisors, we’re committed to delivering tailored guidance that empowers you to make more informed and confident financial decisions.

Let’s work together to create a retirement plan that supports the future you envision. Schedule your consultation today at investwithcohen.com/financial-investment-planning/retirement.

08/12/2025

Stay informed with market insights and thoughtful planning strategies from Daniel Cohen. As a regular financial writer for New Hampshire Business Review, Daniel shares his knowledge publicly to help investors better understand key economic indicators and make informed decisions.

Be the first to receive new content and exclusive updates by subscribing to our newsletter: investwithcohen.com/blog/published-articles.