Our vision is to inspire, educate, and prepare our clients so they can live the lives they want. With this in mind, our team members are always committed to developing their skills and education [...]
In the midst of interest rate hikes, the world of certificates of deposit (CDs) is buzzing. With yields as impressive as 5% or even higher, many individuals are considering seizing the [...]
Embarking on your investment journey can be both exciting and daunting. If you find yourself with questions about where to begin, you’re not alone. Whether you’re fresh out of college or [...]
Our Wealth Advisor Catalina Franco-Cicero, MS, CFP®, CTS™ was recently quoted in Financial Planning, sharing her thoughts on paying off student loan debt. The article sheds light on the often [...]
The recent passage of the Secure Act 2.0 introduced fresh opportunities for retirement savings, but it also brought along some potential challenges that could catch savers off guard. Being aware [...]
We are honored to share that we were named one of the fastest-growing privately held companies on the 2023 Inc. 5000 List produced by Inc. magazine. This special designation is awarded to U.S. [...]
Are you considering opening a certificate of deposit (CD) account? With the current market trends offering favorable rates and increased interests in CDs, it’s important to make an informed [...]
At Tobias Financial Advisors, we take great pride in the achievements and contributions of our team members. Our Wealth Advisor, Edzai Chimedza, CFP® has recently joined the Board of Directors at [...]
Professional growth and development of our employees is very important to us, which is why we are thrilled to announce that Melanie Leal Ramirez has been promoted to Client Service Manager! Since [...]
In the ever-changing landscape of global economics, recent headlines have been dominated by Fitch Ratings’ decision to downgrade the United States’ long-term credit rating from AAA to AA+. This [...]
