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Retirement Tip of the Week: Why You Shouldn’t Get Sucked Into The GameStop Drama

February 5, 2021
#Investment Plan, Investment Planning, Markets
 Retirement Tip of the Week: Why You Shouldn’t Get Sucked Into The GameStop Drama

Are you willing to put your retirement at risk? Recent headlines have captured the attention of investors with success stories from the soaring stock price of companies such as GameStop. It is [...]

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How Do You Afford Your Coffee Breaks?

October 9, 2019
#Investment Plan, Investment Planning
 How Do You Afford Your Coffee Breaks?

Do you have a coffee habit? Is it your morning routine or your afternoon pick-me-up? However you prefer your cup, it could be eating into your budget. Marianela recently shared her tips in this [...]

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5 Ways to Automate Your Savings — a Smart Financial Move

May 28, 2019
#Investment Plan
 5 Ways to Automate Your Savings — a Smart Financial Move

I grew up in Queens, New York. From an early age, I learned a powerful financial principle — and saw that simple concept can make all the difference in lifetime financial success. No matter how [...]

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The Uncommon Average

November 19, 2017
#Investment Management, Investment Plan, Investment Planning
 The Uncommon Average

“I have found that the importance of having an investment philosophy—one that is robust and that you can stick with— cannot be overstated.” —David Booth The US stock market has delivered an [...]

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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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Quit Monkeying Around!

August 21, 2017
#Investment Plan, Investment Planning, Markets
 Quit Monkeying Around!

In the world of investment management there is an oft-discussed idea that blindfolded monkeys throwing darts at pages of stock listings can select portfolios that will do just as well, if not [...]

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Benefits of Working with a Financial Advisor

January 28, 2016
#Estate Planning, Investment Management, Investment Plan
 Benefits of Working with a Financial Advisor

This article was featured in the Personal Finance section of the El Nuevo Herald on Sunday, January 17, 2016. The link to the published article can be found at the bottom of this post. A [...]

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Throwing Darts

May 14, 2014
#Investment Management, Investment Plan, Markets

Some time ago, several of our clients sent us this article from the New York Times. It is one that has become timeless and I thought I would share it with you. The article discusses how we as [...]

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A Financial Tune-Up!

March 4, 2014
#Assets, Investment Plan

Imagine driving on the highway when suddenly, a light illuminates the dashboard indicating that something is wrong;  it’s time to bring your vehicle in for servicing.  Initially, some may pretend [...]

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Winning the Lottery!

December 17, 2013
#Estate Planning, Investment Management, Investment Plan

It’s easy to get excited when we see large lotto jackpots, but what would you do with that money?  Everyone has a quick answer: pay off the mortgage, buy a new car, travel the world, become a [...]

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Recent Posts
  • Best of Heckerling 2023: Highlights of the Heckerling Institute on Estate Planning – Wednesday 2/1 @ 11:30 AM EST Live or Zoom
    Best of Heckerling 2023: Highlights of the Heckerling Institute on Estate Planning – Wednesday 2/1 @ 11:30 AM EST Live or Zoom
  • Welcome Alexander Bailey
    Welcome Alexander Bailey
  • Nearing Retirement and Falling Behind in Savings
    Nearing Retirement and Falling Behind in Savings
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    Top 5 States Where Retirees Are Moving
  • Wealth Advisor Catalina Franco-Cicero earns her Certified Tax Specialist (CTS™) designation
    Wealth Advisor Catalina Franco-Cicero earns her Certified Tax Specialist (CTS™) designation
  • Get To Know Christopher Brooks
    Get To Know Christopher Brooks
  • Welcome, Lonnie Sluchak!
    Welcome, Lonnie Sluchak!
  • Introducing Our New Tobias Financial Advisors’ Client Portal
    Introducing Our New Tobias Financial Advisors’ Client Portal
  • What’s The Difference Between a Broker and an Advisor?
    What’s The Difference Between a Broker and an Advisor?
  • CNBC Your Money – Virtual Summit – Tuesday 11/1 @ 12:00 PM ET
    CNBC Your Money – Virtual Summit – Tuesday 11/1 @ 12:00 PM ET
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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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TOBIAS FINANCIAL ADVISORS

1000 S. Pine Island Road, Suite 450
Plantation, FL 33324

Phone: 954-424-1660
www.tobiasfinancial.com

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