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Monthly Archive for: "July, 2017"

When Rates Go Up, Do Stocks Go Down?

July 18, 2017
#Investment Management, Investment Planning, Markets
 When Rates Go Up, Do Stocks Go Down?

Should stock investors worry about changes in interest rates? Research shows that, like stock prices, changes in interest rates and bond prices are largely unpredictable. It follows that an [...]

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Trump’s Alternative Minimum Tax Repeal Plan has Potential Negative Ripple Effects

July 11, 2017
#In The News
 Trump’s Alternative Minimum Tax Repeal Plan has Potential Negative Ripple Effects

Changes to the tax plan have been a hot topic in 2017. What is store for those who pay the Alternative Minimum Tax (AMT)? Marianela Collado discusses the fate of the AMT in USA Today. —– [...]

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7 Tips for Preparing Your Taxes in a Divorce

July 6, 2017
#In The News
 7 Tips for Preparing Your Taxes in a Divorce

Even without considering finances, divorces are not an easy time for anyone. Molly Burton shared tips with NerdWallet to help your prepare for taxes during your transition. —– Hyperlinks on this [...]

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Tobias Financial Advisors, established in 1980, provides personalized wealth management services to a select group of clients. We are a boutique firm who keeps in close touch with our clients. We are on the registry for the Institute for the Fiduciary Standard.
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