As you are researching your wealth management options, you will see a number of names for those who can help you invest, including brokers and advisors. While on the surface they may seem [...]
There are a number of pros and cons when you decide to go from renting to owning a home. In a recent NerdWallet article, “Millennial Money: 3 things that change when you own a home,” Marianela [...]
We all worry about money. Whether you worry about how to pay your bills next month or about estate and tax planning, we all have has some concern about how to best use the money we have. With [...]
With hurricane season upon us, it is time to put preparations in place. While we can never be sure when a storm might stir up, we can be sure that we are ready. Get Your Home Ready Take a good [...]
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 [...]
“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 [...]
When making a major decision in our lives, whether purchasing a new car, buying our first home, saving for retirement, or investing in our children’s education, we are all looking for the same [...]
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 [...]
At the start of our adult lives, so much of our time is spent on how we’re going to earn our living and build a career that satisfies us. So little of that time is spent on planning how to manage [...]
