Tag: wealth management


What’s The Difference Between a Broker and an Advisor?

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 interchangeable, these two types of investment professionals approach the practice very differently and will provide you with vastly different experiences. Let’s break […]

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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 discussed how you can begin to prepare financially for this significant step.

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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 money comes a responsibility to use it well, and with more money comes more responsibility to be […]

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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 plans and educate them on financial wellness opportunities in the long and short terms. Catalina has a background in wellness, creating a myriad of fitness programs […]

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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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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 thing; knowledgeable and unbiased advice.  However, it can sometimes be difficult to know whether the advice we are getting is truly in […]

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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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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 our wealth once we’ve started building our earning power. Time begins to be spread […]

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