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Wealth Advisor Edzai Chimedza Earns Certified Tax Specialist (CTS™) Designation

Tobias Financial

At Tobias Financial Advisors, we are proud that our team consistently seeks to grow and expand their knowledge. We are excited to share that our Wealth Advisor, Edzai Chimedza, CFP® , has recently earned his Certified Tax Specialist (CTS ) designation.

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What Does an IPO Mean for Stock Options? What Happens to Employees When a Company Goes Public

Darrow Wealth Management

If you still work for the company, or if you’ve left and exercised your options, an IPO can mean considerable newfound wealth for employees. Here’s an outline of key considerations; the rest of this article discusses these items in detail. Quarterly blackout periods can also prevent workers from buying or selling company shares.

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6 Ways to Manage Concentrated Stock Positions

Darrow Wealth Management

Work with a wealth advisor to discuss your financial goals and individual risk tolerances. A complete discussion of the pros and cons and workings of swap funds is outside the scope of this article, but there are many things to consider before investing. Finally, options are complex instruments.

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Navigating the “One Big Beautiful Bill”

Tobias Financial

Our Senior Wealth Advisor and Chief Investment Officer, Matthew Saneholtz, CFA, CFP, EA , was recently quoted in a Daily Upside article, breaking down the potential financial implications of this sweeping legislative proposal. Because this bill is so large, it is far from finalized and can contribute to many moving parts.

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What It Takes to Be Wealthier Than Most Americans in 2025

Harness Wealth

Table of Contents How Net Worth Is Changing in America The New Wealth Benchmarks How Net Worth Changes with Age Why Net Worth Is More Important Than Income Whats on the Average American Balance Sheet? Find Your Wealth Advisor at Harness How Net Worth Is Changing in America From 2016 to 2022, the median U.S.

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Retiring When Single: Strategies for Financial Independence

Tobias Financial

Our Wealth Advisor, Chad Williamson, CFP® , explains that while retiring as a single person can present certain hurdles, it can also streamline the planning process. You’re planning for one, which often simplifies decisions around budgeting, income needs, and lifestyle goals,” Chad shares.

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Navigating Tariffs: What They Mean for Your Personal Finances

Tobias Financial

Our Wealth Advisor, Franklin Gay, CFP, EA was interviewed by CBS News, where he offered his perspective on the situation. Recently, tariffs implemented by the U.S. government on goods from Canada, Mexico, and China have contributed to investor concerns, leading to market declines.