Market fluctuations and economic changes can bring up important financial considerations. Whether assessing cash flow, reviewing investment strategies, or

Tobias Financial Advisor

20.03.2025

Quarterly Market Update Webinar - April 2025 - Tobias Financial Advisors

Join us for our Quarterly Market Update Webinar on April 15th, 2025 at 12:30 PM.

Tobias Financial Advisor

18.03.2025

What Issues Should I Consider When Reviewing My Investments? - Tobias Financial Advisors

As you work toward your financial goals, regularly reviewing your investment portfolio is essential. Whether you’re new to investing or have years of

Tobias Financial Advisor

13.03.2025

Market Moves: Tariffs, AI, and the Push-Pull of Prices - Tobias Financial Advisors

With everything happening in the world right now, it’s natural to feel a bit unsettled. Economic uncertainty, shifting policies, and global events can make it

Tobias Financial Advisor

12.03.2025

Market Update – February 2025 - Tobias Financial Advisors

Stay up to date with market insights from our Portfolio Manager, Charles “Chad” NeSmith, CFA, CFP®. In this update, Chad discusses inflationary and

Tobias Financial Advisor

12.03.2025

Navigating Tariffs: What They Mean for Your Personal Finances - Tobias Financial Advisors

In times of economic uncertainty, market fluctuations can create anxiety for investors as they wonder what these changes mean for their savings, retirement

Tobias Financial Advisor

19.02.2025

Why You Should Pay Yourself First - Tobias Financial Advisors

Want to reach your financial goals faster? Learn how the "pay yourself first" strategy can help you prioritize savings and build the future you want. Read our latest blog to start taking control of your finances today!

Tobias Financial Advisor

19.02.2025

Tariff Trepidation - Tobias Financial Advisors

Following the presidential election, potential tariff increases have investors wondering about market impacts. Looking back at Trump’s first term provides insight into how markets react to trade policies. Learn more about the historical context and what it could mean for investors.

Tobias Financial Advisor

19.02.2025

4 Mistakes You Might Not Know You’re Making With Your Target-Date Fund - Tobias Financial Advisors

Target-date funds are designed to be an easy, set-it-and-forget-it investment option for retirement, and they’ve gained immense popularity with over $3.5

Tobias Financial Advisor

19.02.2025

Edgar Collado Named 2025 CFO Awards Finalist by South Florida Business Journal - Tobias Financial Advisors

We’re proud to share that our CFO, Edgar Collado, CEPA®, is a 2025 CFO Awards finalist! This honor recognizes his leadership and impact at Tobias Financial Advisors. Join us in celebrating this achievement—read more about his well-deserved recognition!

Tobias Financial Advisor

15.01.2025

What Issues Should I Consider at the Start of the Year? - Tobias Financial Advisors

The beginning of a new year is a wonderful time to take stock of your financial situation and ensure your financial plan is aligned with your current needs

Tobias Financial Advisor

03.01.2025

Quarterly Market Update Webinar - Tobias Financial Advisors

Join us on Tuesday, January 21st at 12:30 PM Eastern for our Quarterly Market Update Webinar.

Tobias Financial Advisor

26.12.2024

Navigating Proposed Tax Changes: What Could Be Ahead? - Tobias Financial Advisors

Keeping up with the tax proposals from the Trump Administration can be challenging, as they’ve included a mix of formal policy suggestions and off-the-cuff

Tobias Financial Advisor

24.12.2024

Get to Know Marvin Claude - Tobias Financial Advisors

Marvin Claude, our Client Service Specialist, brings a passion for technology and finance to his role that goes beyond the typical skill set of his

Tobias Financial Advisor

21.12.2024

Financial Planning – Best RIAs to Work For - Tobias Financial Advisors

We are proud to announce that Tobias Financial Advisors has been recognized as one of the Best RIAs (Registered Investment Adviser) to Work For by Financial

Tobias Financial Advisor

17.12.2024

The Advantages of Working with a CPA Financial Advisor - Tobias Financial Advisors

Discover the benefits of integrating tax knowledge with financial planning. Learn how our team, led by Marianela Collado, CPA/PFS, CFP®, CDS®, combines tax expertise and financial strategy to create tailored plans that align with your goals and help maximize tax efficiency.

Tobias Financial Advisor

06.12.2024

The Season of Giving: Helping Children Understand Money and Empathy During the Holiday Season - Tobias Financial Advisors

As the holiday season approaches, it’s a wonderful opportunity to include children in conversations about money, especially around giving and generosity. For

Tobias Financial Advisor

04.12.2024

What Issues Should I Consider Before the End of the Year? - Tobias Financial Advisors

As the end of the year approaches, we want to help you spot time-sensitive planning opportunities.

Tobias Financial Advisor

21.11.2024

Franklin Gay Featured in NAPFA Advisor: A Journey of Leadership and Mentorship - Tobias Financial Advisors

We are excited to share that our Wealth Advisor, Franklin Gay, CFP®, EA, has been recently featured in a National Association of Personal Financial Advisors

Tobias Financial Advisor

05.11.2024

Presidential Elections: What Do They Mean for Markets? - Tobias Financial Advisors

Furthermore, data for the stock market going back to 1926 shows that returns in months when presidential elections took place have not tended to be that

Tobias Financial Advisor

24.10.2024

Year-end Tax Planning Webinar - Tobias Financial Advisors

Join us on Thursday, November 14th at 12:30 PM Eastern for our Year-end Tax Planning Webinar.

Tobias Financial Advisor

17.10.2024

Franklin Gay to Speak on Collaborative Financial Strategies at the 19th Annual FPA of Miami Symposium - Tobias Financial Advisors

We are excited to announce that our Wealth Advisor, Franklin Gay, CFP®, EA, will be a keynote speaker at the 19th Annual Financial Planning Association (FPA)

Tobias Financial Advisor

17.10.2024

Marianela Collado Named InvestmentNews Women to Watch Awardee in Executive Excellence - Tobias Financial Advisors

We are beyond thrilled to announce that our CEO, Marianela Collado, has been named an InvestmentNews Women to Watch Awardee in the esteemed Executive

Tobias Financial Advisor

17.10.2024

Preparing for Medicare Changes: What Retirees Need to Know for 2025 Open Enrollment - Tobias Financial Advisors

In a recent Financial Advisor article, our Senior Wealth Advisor, Matt Saneholtz, CFA, CFP®, EA, was quoted on the implications of the Medicare industry

Tobias Financial Advisor

27.09.2024

Quarterly Market Update Webinar - Tobias Financial Advisors

Join us on Tuesday, October 15th at 12:30 PM Eastern for our Quarterly Market Update Webinar.

Tobias Financial Advisor

03.09.2024

Marianela Collado Featured in NAPFA Advisor: A Journey of Integrity and Inclusion - Tobias Financial Advisors

We are excited that our CEO, Marianela Collado, CPA/PFS, CFP®, CDS® has been recently featured in an insightful article by National Association of Personal

Tobias Financial Advisor

28.08.2024

Sunset of the Tax Cuts & Jobs Act - Tobias Financial Advisors

Significant changes are on the horizon with the upcoming sunset of the Tax Cuts and Jobs Act (TCJA) at the end of 2025. The anticipated sunset of some

Tobias Financial Advisor

21.08.2024

What Issues Should I Consider Before I Update My Estate Plan? - Tobias Financial Advisors

Estate planning is a critical component of a successful financial strategy. Whether you've been putting off your estate plan for years or you're considering

Tobias Financial Advisor

16.08.2024

'Most Of It Is Just Noise': Chad Nesmith Shares Insights On Recent Market Plunge - Tobias Financial Advisors

Earlier this month, the stock market took a dramatic plunge, causing investors worldwide to reconsider their strategies. The Dow Jones Industrial Average fell

Tobias Financial Advisor

09.08.2024

Understanding the Latest IRS Regulations on Inherited Retirement Accounts - Tobias Financial Advisors

The IRS has recently issued new regulations clarifying the rules for required minimum distributions (RMDs) from inherited retirement accounts. These

Tobias Financial Advisor

06.08.2024

Tobias Financial Advisors Makes Worth Magazine's 2024 Leading Advisors List - Tobias Financial Advisors

We are thrilled to announce that Tobias Financial Advisors made the Worth Magazine's 2024 Leading Advisors List. This prestigious recognition, granted by

Tobias Financial Advisor

18.07.2024

Quarterly Market Update Webinar (7/16) - Tobias Financial Advisors

Join us on Tuesday, July 16th at 12:30 PM Eastern for our Quarterly Market Update Webinar.

Tobias Financial Advisor

12.07.2024

Get To Know Thalia Durand - Tobias Financial Advisors

Thalia Durand’s life and career are best described by the word “multicultural.” Thalia was born in Peru to a French mother and Spanish father. She attended a

Tobias Financial Advisor

06.07.2024

Tax Strategies to Consider After a Prolonged Job Layoff - Tobias Financial Advisors

In a recent CNBC article, our Wealth Advisor, Catalina Franco-Cicero, MS, CFP®, CTS™, was quoted on the topic of tax strategies during periods of

Tobias Financial Advisor

07.06.2024

Roth Conversions Are Up In 2024 — But It’s Not Always A ‘Slam Dunk’ - Tobias Financial Advisors

Roth IRA conversions have surged in popularity in 2024, with a notable 44% increase year-over-year during the first quarter, according to data from Fidelity

Tobias Financial Advisor

24.05.2024

Get To Know Lonnie Sluchak - Tobias Financial Advisors

When you ask Lonnie Sluchak, CPA, to describe a unique detail about himself, he shares a surprising past. For seven years, Lonnie worked at Home Depot,

Tobias Financial Advisor

24.05.2024

Tobias Financial Advisors Receives the 2024 NAPFA Excellence Award - Tobias Financial Advisors

We are proud to announce that Tobias Financial Advisors has earned the 2024 Excellence in Diversity, Equity, and Inclusion Award by the National Association

Tobias Financial Advisor

24.05.2024

Monthly Market Update | May 2024 - Tobias Financial Advisors

Stay updated with our monthly market updates featuring our Portfolio Manager, Charles “Chad” NeSmith, CFA, CFP®. Chad provides a comprehensive overview of

Tobias Financial Advisor

16.05.2024

Unlock the Future: Embracing Automation & AI - Tobias Financial Advisors

Join us on Monday, June 3rd at 12:00 PM Eastern for Unlock the Future: Embracing Automation & AI webinar.

home›Tobias Financial Advisor›Economy

Tobias Financial Advisor - Economy

Welcoming Francheska Ruiz and Chad Williamson to Our Advisory Team - Tobias Financial Advisors

What Issues Should I Consider During a Recession or Market Correction? - Tobias Financial Advisors

Quarterly Market Update Webinar - April 2025 - Tobias Financial Advisors

What Issues Should I Consider When Reviewing My Investments? - Tobias Financial Advisors

Market Moves: Tariffs, AI, and the Push-Pull of Prices - Tobias Financial Advisors

Market Update – February 2025 - Tobias Financial Advisors

Navigating Tariffs: What They Mean for Your Personal Finances - Tobias Financial Advisors

Why You Should Pay Yourself First - Tobias Financial Advisors

Tariff Trepidation - Tobias Financial Advisors

4 Mistakes You Might Not Know You’re Making With Your Target-Date Fund - Tobias Financial Advisors

Edgar Collado Named 2025 CFO Awards Finalist by South Florida Business Journal - Tobias Financial Advisors

What Issues Should I Consider at the Start of the Year? - Tobias Financial Advisors

Quarterly Market Update Webinar - Tobias Financial Advisors

Navigating Proposed Tax Changes: What Could Be Ahead? - Tobias Financial Advisors

Get to Know Marvin Claude - Tobias Financial Advisors

Financial Planning – Best RIAs to Work For - Tobias Financial Advisors

The Advantages of Working with a CPA Financial Advisor - Tobias Financial Advisors

The Season of Giving: Helping Children Understand Money and Empathy During the Holiday Season - Tobias Financial Advisors

What Issues Should I Consider Before the End of the Year? - Tobias Financial Advisors

Franklin Gay Featured in NAPFA Advisor: A Journey of Leadership and Mentorship - Tobias Financial Advisors

Presidential Elections: What Do They Mean for Markets? - Tobias Financial Advisors

Year-end Tax Planning Webinar - Tobias Financial Advisors

Franklin Gay to Speak on Collaborative Financial Strategies at the 19th Annual FPA of Miami Symposium - Tobias Financial Advisors

Marianela Collado Named InvestmentNews Women to Watch Awardee in Executive Excellence - Tobias Financial Advisors

Preparing for Medicare Changes: What Retirees Need to Know for 2025 Open Enrollment - Tobias Financial Advisors

Quarterly Market Update Webinar - Tobias Financial Advisors

Marianela Collado Featured in NAPFA Advisor: A Journey of Integrity and Inclusion - Tobias Financial Advisors

Sunset of the Tax Cuts & Jobs Act - Tobias Financial Advisors

What Issues Should I Consider Before I Update My Estate Plan? - Tobias Financial Advisors

'Most Of It Is Just Noise': Chad Nesmith Shares Insights On Recent Market Plunge - Tobias Financial Advisors

Understanding the Latest IRS Regulations on Inherited Retirement Accounts - Tobias Financial Advisors

Tobias Financial Advisors Makes Worth Magazine's 2024 Leading Advisors List - Tobias Financial Advisors

Quarterly Market Update Webinar (7/16) - Tobias Financial Advisors

Get To Know Thalia Durand - Tobias Financial Advisors

Tax Strategies to Consider After a Prolonged Job Layoff - Tobias Financial Advisors

Roth Conversions Are Up In 2024 — But It’s Not Always A ‘Slam Dunk’ - Tobias Financial Advisors

Get To Know Lonnie Sluchak - Tobias Financial Advisors

Tobias Financial Advisors Receives the 2024 NAPFA Excellence Award - Tobias Financial Advisors

Monthly Market Update | May 2024 - Tobias Financial Advisors

Unlock the Future: Embracing Automation & AI - Tobias Financial Advisors

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