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 [...]
In the process of financial planning for retirement, we work with a lot of different statistics and formulas to get you the information you need. We analyze your income, investments, savings and [...]
Whether you’re 21 or 51, sometimes the word budget connotes a cringe-worthy adult chore that seems like the opposite of what you want to be doing – living life to its fullest. Budgeting may feel [...]
Tobias Financial Advisors is happy to welcome Catalina Franco-Cicero to our team. Catalina joins us as a financial advisor. She will be working strategically with clients to develop financial [...]
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 [...]
With the average tuition and board in the United States ringing in at about $20,000 a year for a public institution and almost $46,000 a year for a moderately priced private university, [...]
As a parent, your child’s education takes a great deal of attention, direction, and nurturing. What begins with story-time evolves into hours at the kitchen table, parent-teacher conferences, and [...]
Discussing financial issues is never easy, but when you need to have that conversation with aging parents or loved ones, it’s common for the conversation to become even more difficult. According [...]
Elderly exploitation is becoming an increasingly more pervasive and costly problem affecting victims, their families and our nation as a whole. According to the National Center on Elder Abuse [...]
Tobias Financial Advisors, a leader in fee-only financial planning firms, will join the Institute for the Fiduciary Standard’s nationwide registry of fiduciary firms in 2017. Registrants are [...]