Tag: fee-only


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 during the month of January may signal whether that index will rise or fall during the remainder of the year. In other words, if […]

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The Numbers That Matter for Retirement

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 returns  to assess how much money you have right now, how much you will have, and how much you can have, based on […]

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4 Steps to a Better Budget at Any Age

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 like someone told you to put your pocketbook on a diet and suddenly all you can think about are the […]

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Welcome to Catalina Franco-Cicero

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 plans and educate them on financial wellness opportunities in the long and short terms. Catalina has a background in wellness, creating a myriad of fitness programs […]

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Quit Monkeying Around!

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 better, than both the market and the average portfolio constructed by professional money managers. If this is true, why might it be the […]

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Financial Tips for College Students

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, capitalizing on the college experience shouldn’t include building a debt larger than necessary. In fact, as a young adult this may be the […]

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The ABCs of Education Savings Accounts

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 tutoring. But as his/her skills and mind grows, so should your investment in his/her educational future.   Whether you are starting to think about it the […]

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Discussing Finances with Aging Parents and Loved Ones

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 to a study by the National Endowment for Financial Education, seven out of ten adults find it difficult to discuss financial issues with aging […]

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Webinar: Learn the Signs of Elderly Exploitation

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 (NCEA), financial exploitation can include “the illegal or improper use of an elder’s funds, property or assets.” By learning the signs and symptoms of elder abuse, […]

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Tobias Financial Advisors to Join the Institute for the Fiduciary Standard

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 upheld to high standards of professionalism and commit to the Institute’s best practices for fiduciary services. Read the full press release here.

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