Tag: Investing


Marianela Collado On Teaching Kids About Savings and Investing

As a parent, you want the best for your children. Most likely, it means you want them to be safe and secure. And, you want to lay a foundation that they can build upon to do well in life. Speaking with your kids about financial topics, such as their money resources and choices, can help lay […]

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Wealth Wisdom: Investing 101

Do you turn on the T.V. and feel confused by all the financial jargon? Do you have children that would benefit from a lesson in investing? Recently our Chief Investment Officer, Matt Saneholtz, shared his wisdom about key investing terms in October’s Wealth Wisdom, Investing 101. During the chat, Matt shared his wisdom on topics […]

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Focusing On What You Can Control Can Lead to a Better Investment Experience

Key Questions for the Long-Term Investor Whether you’ve been investing for decades or are just getting started, at some point on your investment journey you’ll likely ask yourself some of the questions below. Trying to answer these questions may be intimidating, but know that you’re not alone. Your financial advisor is here to help. While […]

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The Uncommon Average

“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 average annual return of around 10% since 1926.[1] But short-term results may vary, and in any given period stock returns can be positive, […]

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Lessons for the Next Crisis

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 crisis. In the coming weeks and months, as other anniversaries of major crisis-related events pass (for example, 10 years since the bank […]

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Stock Trading vs. Investing: What’s the Difference?

Matt Saneholtz, Tobias Senior Financial Advisor, explains how stock trading and investing require different approaches. Read the full article at NerdWallet. —– Hyperlinks on this site point to sites beyond this page. We provide these links as a convenience only and disclaim any responsibility for the accuracy of information on those other sites. All expressions […]

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Tobias Financial Advisors in the Journal of Financial Planning

For Matthew and Marianela, taking the helm at Tobias Financial Advisors was a dream come true. Read about how they used their knowledge of succession planning to ensure a smooth transition in “NexGen Acquisition Success: Partnership, Patience, and Teamwork,” printed in the September 2017 issue of the Journal of Financial Planning. —– Hyperlinks on this […]

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