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Gain financial knowledge and discover our approach to financial planning through our library of articles.

  • Cashing Out a College Fund in a Down Market

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    On Bankrate.com, July 16, 2003, Benjamin Tobias was quoted in the article Cashing Out a College Fund in a Down Market by Lucy Lazarony.  Ben suggested to only sell what you currently need and, “As soon as there’s a rally, then I…

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  • Should You Rent Out Your Home or Sell It

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    On SmartMoney.com, June 10, 2003, Benjamin Tobias was quoted in the article Should You Rent Out Your Home or Sell It? by Aleksandra Todorova.  Ben said, “The rule of thumb is, if you have a large gain on your personal residence, you…

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  • Fund Mangers, Like Corporate CEO’s, See Pay Come under Scrutiny

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    On Financial-Planning.com, May 14, 2003, Benjamin Tobias was quoted in the article Fund Mangers, Like Corporate CEO’s, See Pay Come under Scrutiny by Laurie Kulikowksi.  Ben revealed, “I have always looked at compensation and in part the method of compensation.  That’s one…

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