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Navigating the new tax reporting requirements
December 2011 The Emergency Economic Stabilization Act of 2008 included new tax reporting requirements to the IRS mandating that certain firms report the adjusted cost…
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Easing stress during uncertain times
September 2011 “People don’t plan to fail, they fail to plan.” The principals at Moisand Fitzgerald Tamayo have had their Certified Financial Planner designation since…
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Portfolio strategies to counter inflation
June 2011 With high government spending and rising national debt, many people are asking how they can prepare for potentially higher inflation. There are two…
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Municipal bond default risk way overblown
March 2011 With debt levels of many governments around the world at high levels and several states and municipalities also struggling to contain their borrowing,…
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The Power of Concentration
One of the most common causes of the outperformance – and underperformance – is concentrating the portfolio in just a few holdings. The pitch is…
