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Tag Archives for: "Market commentary"

A Note From Tobias Financial Advisors

March 17, 2020
#In The News
 A Note From Tobias Financial Advisors

The world is watching with concern the spread of the new coronavirus. The uncertainty is being felt around the globe, and it is unsettling on a human level as well as from the perspective of how [...]

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Is January a Good Indicator for the Year?

February 8, 2018
#Investment Management, Markets
 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 [...]

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

January 2, 2018
#Investment Management, Investment Planning, Markets
 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 [...]

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Recent Posts
  • The National Association of Personal Financial Advisors (NAPFA) South Region Symposium – Charlotte, NC – February 5-6, 2023
    The National Association of Personal Financial Advisors (NAPFA) South Region Symposium – Charlotte, NC – February 5-6, 2023
  • Best of Heckerling 2023: Highlights of the Heckerling Institute on Estate Planning – Wednesday 2/1 @ 12:15 PM EST Live or Zoom
    Best of Heckerling 2023: Highlights of the Heckerling Institute on Estate Planning – Wednesday 2/1 @ 12:15 PM EST Live or Zoom
  • Welcome Alexander Bailey
    Welcome Alexander Bailey
  • Nearing Retirement and Falling Behind in Savings
    Nearing Retirement and Falling Behind in Savings
  • Top 5 States Where Retirees Are Moving
    Top 5 States Where Retirees Are Moving
  • Wealth Advisor Catalina Franco-Cicero earns her Certified Tax Specialist (CTS™) designation
    Wealth Advisor Catalina Franco-Cicero earns her Certified Tax Specialist (CTS™) designation
  • Get To Know Christopher Brooks
    Get To Know Christopher Brooks
  • Welcome, Lonnie Sluchak!
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  • Introducing Our New Tobias Financial Advisors’ Client Portal
    Introducing Our New Tobias Financial Advisors’ Client Portal
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About Us
Tobias Financial Advisors, established in 1980, provides personalized wealth management services to a select group of clients. We are a boutique firm who keeps in close touch with our clients. We are on the registry for the Institute for the Fiduciary Standard.
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