Daniel Tobias was interviewed by CNBC on ‘What financial advisors, investors could expect from a Charles Schwab-TD Ameritrade merger’. Read the article here.
News & Blog
In the News: Wirecutter – Sharing Finances While Married
Daniel Tobias provided insight on how to share finances in a marriage. Read the article here.
2019 Q3 Client Newsletter
Of Markets and Mountains In the last three months precious little has changed with respect to the markets. We still have significant geopolitical risk, thanks to the omnipresent threat of trade war, yet markets are still flirting with all-time highs. The specter of political risk has increased, both domestically and abroad, but somehow it seems […]
In the News: MoneyTalks News – Inheritance
Daniel Tobias was interviewed on inheritance by MoneyTalksNews. Read more here.
In the News: Think Advisor – ESG Investing
ThinkAdvisor, an industry publication, interviewed Daniel Tobias on performance differences between sustainable (ESG) and traditional portfolios. Read the full article here.
2019 Q2 Client Newsletter
Of Markets and Mountains Thirteen years ago, less than a year into our marriage, Jillian and I attempted to hike the entire Presidential Traverse in New Hampshire. The critical part on that hike is the summit of Mount Washington, known to host the world’s worst weather. We started off on a beautiful day, hiked up […]
2019 Q1 Client Newsletter
Why Goals Matter While putting my children to bed one night a few weeks ago I suddenly connected with the fact that it was March of 2019. With the kids in bed, I quickly ran to the safe and pulled out my passport. Flipping through the pages, looking at my old visas from places like […]
2018 Q4 Client Newsletter
Happy New Year! The markets are up! Although you didn’t expect me to say that, allow me to clarify. Since January 1, 2019, through the time of my writing on Jan 10th, the global equity market (depending on what index you use) is up by about 4.5%. If we go all the way back to […]
