Posts by Dan Moisand
Will a stock market decline kill my retirement?
Will a stock market decline kill my retirement? Key Points: Those with a sound plan based on realistic goals and expectations who stay diversified, patient, and disciplined have little reason to worry that the stock market decline seen in 2022, or even declines much worse, will radically derail their retirement. While the exact timing…
Read MoreIs now the time to move into dividend paying stocks?
Is now the time to move into dividend paying stocks? With costs rising and interest rates up, is now the time to emphasize dividend paying stocks? We like dividend paying stocks as a permanent portion of a portfolio. But the question implies there is some aspect of dividend paying stocks that could make them a…
Read MoreMoisand Fitzgerald Tamayo named a “Best Place to Work”
Moisand Fitzgerald Tamayo named a “Best Place to Work” Being recognized as among the best financial planners in the country has been a goal since the founding of what is now Moisand Fitzgerald Tamayo, LLC in 1998. Seeing that dream come to fruition is only possible if we give great advice that makes a difference…
Read MoreInflation, interest rates, Putin and your portfolio
Will my tax return be processed quicker this year?
Will my tax return be processed quicker this year? The 2021 tax filing season was the worst in memory. There was a slew of legislation creating Covid-related tax provisions that never existed before. Some of that legislation was passed late in the year leaving the IRS scrambling to adapt. This was very difficult given the…
Read MoreEmotional investing can be costly
Emotional investing can be costly Emotional investing is inferior to evidence-based investing. It’s a belief of ours that comes up in the very first conversation we have with a prospective client and one we repeat often. Recent times reinforce our belief. In many ways, it has been a rough couple of years. There has been…
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