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, [...]
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 [...]
Marianela was one of 6 female CPAs interviewed in an article in Zing! By Quicken Loans that asked them to share what they want their female clients to know about investing.You can read the [...]
“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 [...]
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 [...]
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 [...]
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 [...]
