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Moisand Fitzgerald Tamayo, LLC

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Assessing the “Trump Bump” – What to Do Now

By Dan Moisand | April 18, 2017

Assessing the “Trump Bump” – What to Do Now Recently, several clients have called to ask something like, “The markets have run up a lot. Should we have more in stocks?” Since the election, stocks have had a nice run. The typical explanation for this is that President Trump campaigned on change and the market…

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How do currency fluctuations affect investments?

By Dan Moisand | March 15, 2017

How do currency fluctuations affect investments? Politicians have been promising to make America stronger long before Donald Trump was born. Sometimes these calls for strength are applied to our currency in the form of strong dollar policies. “Strong” sounds better than “weak.”  Yet, President Trump has been vocal about his distaste for the Chinese efforts…

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Can I contribute to an IRA?

By Dan Moisand | February 13, 2017

IRAs can be great for accumulating funds for retirement and knowing the rules can give their use even more impact.   Making News… We frequently produce Q&A columns for Florida Today, Investopedia and MarketWatch, a personal finance website of the Wall Street Journal, as well as pieces for Financial Advisor magazine and Investopedia among others. Here is a sampling from the last three months. When retirement…

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Looking Back at 2016 and Forward to 2017

By Dan Moisand | January 17, 2017

Looking back at 2016: A Year to Remember Donald Trump is going to be president and the Chicago Cubs are World Champions. And once again, financial markets did some notable things as well. 2016 will be hard to forget. 2016 provided several fitting examples of why we preach against trying to move money around in…

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How We Show Our Undivided Loyalty to Our Clients

By Dan Moisand | December 16, 2016

  Wow! That was quite an election. Candidates at many levels of government have been running negative campaigns for centuries but this one felt particularly nasty. We have come to expect the respective campaigns will claim that no one from the other party can be trusted. However, there has always been people we could rely…

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Why Charitable Giving from Your IRA is Tax Smart

By Dan Moisand | November 14, 2016

  IRAs can be great for accumulating funds for retirement but distributions often cause taxation. For retirees that are charitable, IRAs can be a tax smart source of funds.   Making News… We frequently produce Q&A columns for Florida Today, Investopedia and MarketWatch, a personal finance website of the Wall Street Journal, as well as pieces for Financial Advisor magazine and Investopedia among others. Here is…

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