Category: Investment Planning


Individual Stock Risk

We recently had our Quarterly Market Update Webinar, which you can replay here. However, we are excited to delve deeper into a crucial aspect of investing with our Portfolio Manager, Charles “Chad” NeSmith, CFA, CFP®. Chad is here to provide some extra credit by discussing individual stock risk compared to the risk associated with holding […]

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Monthly Market Update | March 2024

We are thrilled to share our monthly market update featuring our Portfolio Manager, Charles “Chad” NeSmith, CFA, CFP®. In an ever-evolving financial landscape, staying informed is key and Chad is here to guide you through the intricacies of the market.  Tap into Chad’s wealth of experience and analytical acumen, as he provides you with a […]

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Monthly Market Update | February 2024

We are thrilled to share our first monthly market update featuring our Portfolio Analyst, Charles “Chad” NeSmith, CFA, CFP®. In an ever-evolving financial landscape, staying informed is key and Chad is here to guide you through the intricacies of the market.  Chad’s experience and analytical prowess will be at your fingertips every month as he […]

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Important Factors to Consider as a First-time Investor

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 advancing in your career, understanding the basics of investing can lay a strong foundation for your financial future. Our Chief Investment Officer, Matthew Saneholtz, […]

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How to Open a Certificate of Deposit (CD) Account

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 decision that aligns with your financial goals.  Our CEO, Marianela Collado, CPA/PFS, CFP®, CDS®, was recently quoted in MarketWatch sharing her insights on the process of opening […]

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Insights into Fitch Rating Downgrade of U.S. Debt

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 move raised questions and concerns, prompting us to address the news and what it means for you. In its statement, Fitch cited “expected fiscal deterioration over […]

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I’m ‘Clueless’ About Investing And ‘Don’t Know Where To Start’. I’m Considering A Financial Advisor, But Is It Really Worth The Money?

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 insights on whether or not you should hire a financial advisor and how to find the right advisor for your needs. The biggest advantage of having […]

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Why is the CERTIFIED FINANCIAL PLANNER™ Designation Important to Us?

At Tobias Financial Advisors, we believe that trust and vetted experience are the foundation of our business. That’s why we are proud to emphasize the significance of the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. The CFP® holds significant importance to us as a firm, as it represents a high standard of excellence in the field of […]

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Marianela Collado On Teaching Kids About Savings and Investing

As a parent, you want the best for your children. Most likely, it means you want them to be safe and secure. And, you want to lay a foundation that they can build upon to do well in life. Speaking with your kids about financial topics, such as their money resources and choices, can help lay […]

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