The Latino community is making significant strides in the U.S. economy, with projections indicating a remarkable growth in purchasing power over the next few years. While this progression is [...]
In the midst of interest rate hikes, the world of certificates of deposit (CDs) is buzzing. With yields as impressive as 5% or even higher, many individuals are considering seizing the [...]
At Tobias Financial Advisors, we take great pride in the achievements and contributions of our team members. Our Wealth Advisor, Edzai Chimedza, CFP® has recently joined the Board of Directors at [...]
In the ever-changing landscape of global economics, recent headlines have been dominated by Fitch Ratings’ decision to downgrade the United States’ long-term credit rating from AAA to AA+. This [...]
Are you new to investing and feeling overwhelmed by all the jargon? Don’t worry, you’re not alone! In a recent MarketWatch article, our CEO Marianela Collado, CPA/PFS, CFP®, CDS® offered her [...]
Our Wealth Advisor Catalina Franco-Cicero was featured in the recent episode of “Voices of the Goddess” podcast where she shared her inspiring story of becoming a financial advisor. The podcast [...]
How much you need to retire depends on the expectations for life in retirement. Therefore, before thinking about how much money you will need, it is crucial to think through your expectations for [...]
Immigrants comprised nearly one in four, or 23.1%, of all U.S. science, technology, engineering, and mathematics workers in 2019, according to a report by the American Immigration Council. They [...]
Is your life insurance coverage sufficient? Many people underestimate what a surviving family needs in order to continue living a comfortable life. Often it is not until a life-changing event [...]
Are you considering a Roth IRA conversion? If so, the stock market downturn may be your opportunity to act. Recently, our CEO Marianela Collado was quoted on CNBC sharing her expertise on Roth [...]
