Tobias Financial

APRIL 11, 2024

We are thrilled to announce that our Wealth Advisors, Edzai Chimedza, CFP® and Franklin Gay , CFP®, EA will be leading two Financial Planning Seminars at Nova Southeastern University. These seminars, scheduled for Friday, April 12th and Friday, May 3rd at 11 a.m., will cater specifically to the students of the dental school.

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Darrow Wealth Management

OCTOBER 29, 2024

Your asset allocation is the percentage of your portfolio that you distribute between different asset classes, like stocks and bonds. To rebalance your portfolio, you’ll buy and sell certain investments to realign to your accounts with your desired asset allocation.

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Random Roger's Retirement Planning

MAY 10, 2023

When you get close to retirement, you know what will matter? Past performance is not a guarantee or a reliable indicator of future results Roger Nusbaum is an investment advisor representative of Dynamic Wealth Advisors. All investment advisory services are offered through Dynamic Wealth Advisors.

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Good Financial Cents

JUNE 11, 2023

They charge either a percentage of assets managed or a flat hourly rate that can run as high as several hundred dollars per hour, plus trading commissions and administrative fees. So, while these advisors can certainly be excellent, they’re mostly unreachable unless you have millions of dollars to invest.

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WiserAdvisor

SEPTEMBER 8, 2022

However, your asset allocation can fluctuate over time, depending on how your investments fare. For instance, consider a scenario where your original asset allocation was 60% in stocks and 30% in debt, and 10% in cash. However, if your stock investments do well than others, your asset allocation may change over time.

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WiserAdvisor

JANUARY 27, 2023

Due to the complex and diverse range of their financial assets, these individuals also require specialized high-net-worth financial planners and personalized investment management tailored to meet their specific needs. 2023 may see several changes with respect to retirement plans, Social Security, etc.,

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