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6 Tax Planning Strategies for Better Investment Returns
A mistake we see prospective clients make is not spending enough time tax planning. Their tax planning is usually done after their taxes are filed,…
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Will a stock market correction ruin my financial plan?
September 2014 “With the stock market at an all-time high, a devastating correction is imminent.” This is a common warning these days that has some…
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How will rising interest rates affect your investments?
Interest Rates and Bond Prices Markets are highly complex and interest rates do not always affect investments the way pundits speculate they will. However, with…
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Stock market highs: Six things to consider now
December 2013 The U.S. stock market has recently reached all-time highs. Through the Q&As we write for various publications, we hear from a fair…
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Are you ready for the next financial crisis?
September 2013 This month marks the 5th anniversary of the 2008 financial crisis and the panic selling that gripped the world in the wake…
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Given current conditions, should you buy or sell stocks?
The first quarter of 2013 marked the four year anniversary of the low point for the world’s stock markets during the financial crisis and market…
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Should I prepare my portfolio for a post-election drop?
September 2012 Beginning in late summer of every election year, the media begins to predict how the markets may behave for the two major political…
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Beauty is in the eye of the beholder
March 2012 Buy low, sell high. This simple concept is far from easy because it is often difficult to assess whether or not a potential…
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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…
