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Tag Archives for: "wealth management"

How You Can Better Prepare for Homeownership

May 1, 2019
#In The News, Wealth Management
 How You Can Better Prepare for Homeownership

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 [...]

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Why Even Rich People Worry About Money

June 19, 2018
#Assets, Investment Management, Next Gen Planning, Retirement Planning, Wealth Management, Women
 Why Even Rich People Worry About Money

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 [...]

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Prepare Now for a Hurricane

June 13, 2018
#Wealth Management
 Prepare Now for a Hurricane

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 [...]

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Welcome to Catalina Franco-Cicero

December 11, 2017
#TFA News
 Welcome to Catalina Franco-Cicero

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 [...]

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The Uncommon Average

November 19, 2017
#Investment Management, Investment Plan, Investment Planning
 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 [...]

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Why Incentives Matter: Brokers vs. Fee-Only Advisors

November 6, 2017
#Assets, Estate Planning, Investment Planning, Retirement Planning
 Why Incentives Matter: Brokers vs. Fee-Only Advisors

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 [...]

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Lessons for the Next Crisis

October 30, 2017
#Investment Management, Investment Plan, Investment Planning
 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 [...]

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The True Value of a Financial Planner

September 12, 2017
#Estate Planning, Investment Planning, Retirement Planning, Tax Planning
 The True Value of a Financial Planner

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 [...]

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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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