Posts by Dan Moisand
Looking Back at 2016 and Forward to 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…
Read MoreHow We Show Our Undivided Loyalty to Our Clients
Fee-only financial advisor and fiduciary for all clients at all times As a fee-only financial advisor and a fiduciary for all clients at all times, we eliminate the most pervasive conflict of interest in financial services…receiving compensation from third parties. This fosters trust, something we need more of these days. Wow! That was quite an…
Read MoreWhy Charitable Giving from Your IRA is Tax Smart
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…
Read More4 Common Causes of Investor Disappointment
As we have taken on new clients over the years, many have come to us in part because their expectations regarding their investments were not met. It would be easy to simply say, “No problem. Our firm can do better.” But that approach is flawed because unless we can diagnose why the client’s expectations…
Read MoreCybersecurity: What You Need to Know
When a reporter asked renowned bank robber, Willie Sutton, why he robbed banks, Sutton famously quipped, “Because that’s where the money is.” We at Moisand Fitzgerald Tamayo, LLC invest a considerable amount of time and money on our systems, processes, and procedures to keep your information secure. It is important to note should our…
Read MoreDoes your estate plan need more than just a will?
Does your estate plan need more than just a will? Many people think estate planning is for the rich so a simple will is adequate. 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 Nerd Wallet among others. Here is a sampling from…
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