Financial Planning & Strategy
Preparation is key to financial success
Preparation is key If you have ever attended a closely-matched sporting contest and witnessed a buzzer-beating shot in basketball, an extra inning baseball game, or a shootout in a championship soccer match, it is an experience you are unlikely to forget. In fact, if you take a minute to reflect on it, you will likely…
Read MoreWhat will the market do now?
With two one-day declines of 1,000+ points in the Dow Jones Industrial Average recently, the media is full of people asking and answering the question, “What will the market do now?” It is an intriguing question, but for true investors, it is not a question that requires an accurate answer. What will the market do…
Read MorePros and cons of 529 college savings plans
Pros and Cons of 529 College Savings Plans Paying for the college education of a child or grandchild is one of the most common goals of families we serve. There are several ways to fund this effort, but one of the most popular is a Section 529 College Savings Plan. 529 plans are named…
Read MoreHow is the sale of a house taxed?
Most people own more than one home during their lives. How is the sale of a house taxed? 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 others. Here is a sampling from the last three months. How an investment loss reduces…
Read MoreWhy many investment managers deliver poor results
Moisand Fitzgerald Tamayo, LLC Again Named an Elite Firm by the Financial Times: We are pleased to share that for the second straight year, the Financial Times has named Moisand Fitzgerald Tamayo, LLC as one of America’s top 300 independent Registered Investment Advisor firms. We take pride in the quality of our team and find…
Read MoreMoisand Fitzgerald Tamayo, LLC Named One of America’s Elite Firms by the Financial Times, Again
Orlando Fee-only Financial Planning and Wealth Management Firm Recognized for Its Investment Advice Operations FOR IMMEDIATE RELEASE June 27, 2017 (Orlando, FL) – The Financial Times named Moisand Fitzgerald Tamayo, LLC a fee-only financial planning and wealth management firm in Orlando and Melbourne, Florida to its list of the Top 300 independent Registered Investment Advisors…
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