News

Given the events of this past week, both in the markets and the panic of the Coronavirus outbreak, we wanted to share our thoughts with you. 2019 was a great year for equity markets with the S&P 500 returning 28.8% for the year and 2020 started off with nearly a 5% gain. We have seen […]

Please mark your calendars for the morning of Saturday, April 25th; this will be our annual Client Appreciation Day brunch which will be held again at The Golf Club at Lansdowne. 2019 has closed out and the markets had an exceptional year despite the persistent concerns caused by the US-China Tariff dispute that lasted most […]

We are continuing the rollout of our secure online Client Portal to all clients. The Toth Financial Client Portal will allow for the daily viewing of portfolio values, secure document exchange, net worth reporting and future enhancements. This new offering will be available online using your desktop or mobile device. The desktop experience can be […]