Don’t know what to do with your money? Here’s how to brush off embarrassment and get help. Marianela Collado shares insights on how you can manage your money like a pro. You may not [...]
Tobias Financial Advisors CEO Marianela Collado started her financial career as CPA. In the February 2018 edition of the Journal of Accountancy, she gets back to her accounting roots both serving [...]
Ben Tobias shares insights on how you might maximize your tax plan for paying off debt: If you’re taking the standard deduction, “effectively, all that interest is no longer [...]
Join us in welcoming our newest Financial Advisor, Aaron Krasney. Aaron joined Tobias Financial Advisors in August and has hit the ground running. He began coursework to prepare for the CFP® exam [...]
“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 [...]
When making a major decision in our lives, whether purchasing a new car, buying our first home, saving for retirement, or investing in our children’s education, we are all looking for the same [...]
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 [...]
Anyone given the power to act on behalf of another person in highly sensitive situations that require the utmost care and integrity may be called a fiduciary. Some favorite examples include: your [...]
At the start of our adult lives, so much of our time is spent on how we’re going to earn our living and build a career that satisfies us. So little of that time is spent on planning how to manage [...]
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 [...]
