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Monthly Archive for: "February, 2018"

Seven Shareable Tips on How to Overcome Credit Card Debt

February 28, 2018
#Estate Planning, Investment Planning, Retirement Planning
 Seven Shareable Tips on How to Overcome Credit Card Debt

Catalina Franco-Cicero joined Tobias Financial Advisors in October 2017 as a Financial Advisor.  In this role, Catalina focuses on co-creating possibilities along with her clients by matching [...]

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Don’t Let the Fear of Looking Stupid Lead to Money Mistakes

February 11, 2018
#In The News
 Don’t Let the Fear of Looking Stupid Lead to Money Mistakes

Don’t know what to do with your money? Here’s how to brush off embarrassment and get help. Marianela Collado shares insights on how you can manage your money like a pro. You may not [...]

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A Letter to Clients: Wow, What a Week

February 9, 2018
#Markets, Tobias Newsletter
 A Letter to Clients: Wow, What a Week

Well, this has been quite a week from a stock market perspective.  We haven’t seen this kind of volatility in some time.  I wanted to send a quick note and remind you that this was completely [...]

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Is January a Good Indicator for the Year?

February 8, 2018
#Investment Management, Markets
 Is January a Good Indicator for the Year?

As investors ring in the new year, some may see the occasional headline about the “January Indicator” or “January Barometer.” This theory suggests that the price movement of the S&P 500 [...]

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In the News: Dow plunges 1,175 — worst point decline in history

February 5, 2018
#In The News
 In the News: Dow plunges  1,175 — worst  point decline  in history

Tobias Financial Advisors was recently featured on Channel 7 Miami News. Watch here.   — Hyperlinks on this site point to sites beyond this page. We provide these links as a [...]

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Marianela Contributes to the Journal of Accountancy as a Guest Editor and Author

February 1, 2018
#In The News
 Marianela Contributes to the Journal of Accountancy as a Guest Editor and Author

Tobias Financial Advisors CEO Marianela Collado started her financial career as CPA. In the February 2018 edition of the Journal of Accountancy, she gets back to her accounting roots both serving [...]

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About Us
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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Plantation, FL 33324

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