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  • The Middle-Class Squeeze: Clients too Wealthy for College Financial Aid Look to 529 College Savings Plans

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    On IAmagazine.com, March 2003, Benjamin Tobias was quoted in the article The Middle-Class Squeeze: Clients too Wealthy for College Financial Aid Look to 529 College Savings Plans by Molly Butler Hart.  Ben exclaimed, “I always ask clients about their potential education expenses…

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  • Down, But Not Out

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    On Financial-Planning.com, February 1, 2003, Benjamin Tobias was quoted in the article Down, But Not Out by James E. Reynolds.  Ben suggested about growth stocks that, “We have a little higher allocation for growth than three years ago.  Over the long-term, we…

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  • The Case for High-Yield Stocks

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    On Bankrate.com, January 10, 2003, Benjamin Tobias was quoted in the article The Case for High-Yield Stocks by Laura Bruce.  Ben explained, “I would never say take a retiree’s entire fixed income portfolio and put it in GE earning 2.99 percent vs.…

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