Financial Planning & Strategy
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 panic of 2008/2009. Just a few weeks ago, the Dow Jones Industrial Average closed above 14,000 for the first time since October 12, 2007 and set a new all-time high. …
Read MoreFor successful investing, control your intake of business news
For successful investing, control your intake of business news To make investing a good experience, you must control your intake of business news. In many areas of life, we are given the advice to focus on what we can control. With respect to investments, the well informed will make sure, among other things, that they…
Read MoreShould 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 parties and give airtime to the campaigns that are actively trying to get us worked up. As financial advisors, we are now fielding questions like, “They say that if “Mr.…
Read MoreWhat the Facebook IPO teaches us about investing
June 2012 It was hard to find a financial issue that got more attention in May than the Initial Public Offering (IPO) of Facebook (FB). Amid the hoopla, there are many lessons to be learned from the events leading up to and since FB went public on May 18th. Chasing what’s hot can get you…
Read MoreEasing 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 at least 1994 and our least experienced advisor has been with our firm since 2002. Thus, due to our years of experience working directly with clients and through our interactions…
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