Passport Wealth Management’s Daniel Tobias has been interviewed and featured by publications and media on various personal finance and financial planning topics. As a fee-only financial planner, Daniel offers insight and commentary on events that impact financial planners and their clients.
Financial planner Daniel Tobias was interviewed by MarketWatch about the Apple stock split.
Click here to read the article.
Daniel Tobias was interviewed by CBS News on proposed rules from the Department of Labor governing employee retirement plans.
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Daniel Tobias was interviewed on WSGE’s ‘For Your Health And Well Being: Personal Finances During COVID19’.
Listen to the interview on SoundCloud here.
Certified Financial Planner Professional Daniel Tobias was interviewed by CNN for an article on getting money overseas without high transaction fees.
Daniel Tobias was interviewed by CNBC on ‘What financial advisors, investors could expect from a Charles Schwab-TD Ameritrade merger’.
Daniel Tobias provided insight on how to share finances in a marriage.
ThinkAdvisor, an industry publication, interviewed Daniel Tobias on performance differences between sustainable (ESG) and traditional portfolios.
Daniel Tobias was interviewed on inheritance by MoneyTalksNews.
Bankrate interviewed Daniel Tobias on ‘How to Save For Retirement?’
