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 [...]
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 [...]
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 [...]
Are you new to investing and feeling overwhelmed by all the jargon? Don’t worry, you’re not alone! In a recent MarketWatch article, our CEO Marianela Collado, CPA/PFS, CFP®, CDS® offered her [...]
Our Wealth Advisor Catalina Franco-Cicero was featured in the recent episode of “Voices of the Goddess” podcast where she shared her inspiring story of becoming a financial advisor. The podcast [...]
We are thrilled to announce that our CEO Marianela Collado has been appointed to the American Institute of Certified Public Accountants (AICPA) Personal Financial Planning (PFP) Executive [...]
Our CEO Marianela Collado was featured in CanvasRebel Magazine, sharing what her road to becoming a CEO was like, how she met her business partner and our CIO Matthew Saneholtz and how she [...]
The hurricane season has officially started, which means it is time to put preparations in place. The National Oceanic and Atmospheric Administration is forecasting a range of 12 to 17 total [...]
How much you need to retire depends on the expectations for life in retirement. Therefore, before thinking about how much money you will need, it is crucial to think through your expectations for [...]
