Author: Dan Cohen

Investing in a bear market

A diversified portfolio and knowing there are still opportunities can help weather the storm

A life-changing decision?

Why business owners hire certified financial planners

Does raising children kill your financial plan?

Beyond the cost of college, there are so many other expenses associated with having kids

A word of warning to bond buyers

A new client recently came to me, having bought a bond fund almost a year ago at a local branch of a large bank. His goal was to invest in the bond fund for a short period of time and…

More news from NHBR:

Overcoming differences

Pondering graceful aging amid a life setback

Beethoven in the background

How about a little something extra for your customers?

Business Executive Presenting M&a Process With Strategic Planning, Valuation, And Integration Stages

Cultural integration: the key to M&A success

The post-closing process of integrating the acquired business, its employees, customers and systems into the buyer’s operations is critically important to future performance.

Business Formal Meeting Conference Discussion With Coworker Shareholder Or Client Concentrate Private Ideas Data Report Analysis Businesspeople Working Find Solution Together In Office,ai Generate

Succession, continuity shareholder agreements

The owners of closely held corporations and limited liability companies (LLCs) are often the company founders and executive leadership who share a strategic vision for the company’s mission and growth.