Recently, our Portfolio Analyst, Charles “Chad” NeSmith spoke at the Planned Giving Council of Broward. The discussed topics included market performance, breakdown of broad economic data and [...]
September is Life Insurance Awareness Month, and at Tobias Financial Advisors one of our goals is to educate our clients on the importance of Life Insurance and the role it can play in protecting [...]
Did you know your charitable gift can have a bigger impact and affect generations to come? Our CEO Marianela Collado will lead an informative workshop on ways to optimize your charitable giving [...]
Our Wealth Advisor Catalina Franco-Cicero will be a part of a panel discussion hosted by Morningstar on September 28th at 10:00AM ET. Honoring Hispanic Heritage Month, Catalina will share her [...]
Tobias Financial Advisors is proud to announce that our COO Edgar Collado will be presenting at Bob Veres’ Insider’s Forum on September 29th. The Insider’s Forum conference is intended for [...]
Tobias Financial Advisors is proud to announce that our Wealth Advisor Yesenia Realejo will serve as a panelist at The Institute for the Fiduciary Standard on Wednesday, September 21st at 3:00 PM [...]
The deadline for third-quarter estimated taxes is September 15th, applying to income from self-employment, small businesses, investments, gig economy work and more. If you have not been sending [...]
Our COO Edgar Collado will be leading a workshop “Sourcing Capital for Your Business” for The Lauderhill CRA Small Business Academy on September 13th at 6:00 P.M. EDT. During the workshop [...]
