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Monthly Archive for: "October, 2017"

Lessons for the Next Crisis

October 30, 2017
#Investment Management, Investment Plan, Investment Planning
 Lessons for the Next Crisis

Early October marks the 10-year anniversary of the S&P 500 Index  reaching  its all-time high  before losing more than half its value over the next year and a half during the global financial [...]

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Welcome Edgar Collado

October 26, 2017
#TFA News
 Welcome Edgar Collado

Tobias Financial Advisors welcomes Edgar Collado as our new Chief Financial Officer (CFO) and Chief Operating Officer (COO). Edgar comes to us from Ingersoll Rand in Miami, Florida, where his [...]

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Tax season surprise! 4 things you didn’t know were taxable

October 24, 2017
#In The News
 Tax season surprise! 4 things you didn’t know were taxable

CEO and Senior Financial Advisor, Marianela Collado, sheds light on the income sources you didn’t know were reportable income in USA Today.   —– Hyperlinks on this site point to sites beyond [...]

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The True Financial Cost of Having Children

October 23, 2017
#Children, College Planning
 The True Financial Cost of Having Children

If you have children or are considering it in the future, then you probably know that it can be a hefty investment. In fact, couples in the US can expect to spend between $12,350 and $14,000 a [...]

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Confronting Identity Theft and Internet Fraud

October 17, 2017
#Assets, Security, TFA News
 Confronting Identity Theft and Internet Fraud

The unprecedented scale of the Equifax breach has renewed fears about cybersecurity and identity fraud. With the sensitive information of over 100 million Americans being compromised at the [...]

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Stock Trading vs. Investing: What’s the Difference?

October 11, 2017
#In The News
 Stock Trading vs. Investing: What’s the Difference?

Matt Saneholtz, Tobias Senior Financial Advisor, explains how stock trading and investing require different approaches. Read the full article at NerdWallet. —– Hyperlinks on this site point to [...]

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Finances and Divorce: What You Need to Know

October 9, 2017
#Children, Women
 Finances and Divorce: What You Need to Know

If you’re in the pre-planning stages of divorce or thinking about getting a divorce, you may be feeling overwhelmed with all the things you need to consider. One of the biggest considerations [...]

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