Posts by Dan Moisand
Moisand Fitzgerald Tamayo, LLC named to list of America’s top 250 independent financial planning and wealth management firms by Forbes
FOR IMMEDIATE RELEASE Moisand Fitzgerald Tamayo, LLC named to list of America’s top 250 independent financial planning and wealth management firms by Forbes Orlando, October 26, 2023 – Forbes has named Moisand Fitzgerald Tamayo, LLC (MFT) to its 2023 list of the 250 Top RIA firms in America. MFT serves financial planning and wealth management…
Read MoreWhat do high valuation differences in the market mean for your portfolio?
What do high valuation differences in the market mean for your portfolio? One way to characterize stocks is by the ratio of its price to earnings. The stock of companies that have high expected growth rates naturally sell for higher prices. These stocks are often referred to as “growth stocks.” However, an investor’s return is…
Read MoreDoes stock-picking work?
Does stock-picking work? Stock-picking, the practice of selecting individual stocks to outperform the market, is far easier said than done. It is mathematically impossible for the average stock picker to beat a buy-and-hold investor in the same stocks. Compared to their benchmarks, most stocks return less and are far more volatile. The empirical evidence is…
Read MoreIs there a downside to diversification?
Is there a downside to diversification? Which would you have rather owned A or B? A lost an average of almost 1% per year for the decade January 2000-Decemeber 2009 but returned almost 13% per year from January 2010 through June 2023. Cumulatively, A averaged a 6.84% annual return for the period January 2000 through…
Read MoreMoisand Fitzgerald Tamayo marks 25 years!
Moisand Fitzgerald Tamayo marks 25 years! 2023 marks the 25th anniversary of the founding of our firm. Reflecting back on these years brings a sense of pride for sure but the overwhelming emotion is one of gratitude. Instead of working for a financial services company and getting paid to sell their products, we decided to…
Read MoreWhat “The Sting” Can Teach Us About Scams
What “The Sting” Can Teach Us About Scams Key Points: Scams are being carried out in more sophisticated ways. Technology both protects us and makes scam artists more effective. Diligence, proper “digital hygiene,” adherence to processes and protocols, and skepticism remain the primary tools to protect ourselves from scams. Scams have been around a long…
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