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.
CNN interviewed Certified Financial Advisor Professional Daniel Tobias on tax-loss harvesting, an option for some investors who have taken a loss on investments.
Read the article here.
Nerdwallet interviewed Certified Financial Advisor Professional Daniel Tobias on multicurrency accounts, which allow individuals to spend and hold different currencies.
Cornelius based Certified Financial Advisor Professional Daniel Tobias spoke to Limitless Magazine about 2021 Taxes.
Financial planner Daniel Tobias was interviewed by MarketWatch about the Apple stock split.
Daniel Tobias was interviewed by The Wall Street Journal about boosting credit scores during the pandemic.
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?’
