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Tag Archives for: "fee-only financial advisor"

Is January a Good Indicator for the Year?

February 8, 2018
#Investment Management, Markets
 Is January a Good Indicator for the Year?

As investors ring in the new year, some may see the occasional headline about the “January Indicator” or “January Barometer.” This theory suggests that the price movement of the S&P 500 [...]

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Marianela Collado Featured on Wharton Business Radio

November 11, 2017
#In The News
 Marianela Collado Featured on Wharton Business Radio

On November 11, Marianela spoke with Professor Kent Smetters on the Wharton Business School’s Business Radio last month. Read more about the episode here.

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Trump’s Alternative Minimum Tax Repeal Plan has Potential Negative Ripple Effects

July 11, 2017
#In The News
 Trump’s Alternative Minimum Tax Repeal Plan has Potential Negative Ripple Effects

Changes to the tax plan have been a hot topic in 2017. What is store for those who pay the Alternative Minimum Tax (AMT)? Marianela Collado discusses the fate of the AMT in USA Today. —– [...]

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7 Tips for Preparing Your Taxes in a Divorce

July 6, 2017
#In The News
 7 Tips for Preparing Your Taxes in a Divorce

Even without considering finances, divorces are not an easy time for anyone. Molly Burton shared tips with NerdWallet to help your prepare for taxes during your transition. —– Hyperlinks on this [...]

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Smartest, dumbest things people do with 401(k) funds

May 1, 2017
#In The News
 Smartest, dumbest things people do with 401(k) funds

What mistakes do people make often with their 401(k)’s? How can you take advantage of the benefits of 401(k) funds? Marianela Collado discussed Roth to IRA conversions with CNBC. Read the full [...]

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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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