Investments

Lessons from the 2008 financial crisis

Lessons from the 2008 financial crisis In September 2008, the brokerage firm Lehman Brothers collapsed due to risky trading in poorly designed securities. This kicked off one of the more dramatic financial crises in American history and what is now referred to as the Great Recession. The 10th anniversary of this event is a natural…

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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…

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What financial records should be kept and for how long?

Financial record keeping tips Since many of us handle large amounts of paper during tax time, it begs the question, “What financial records should be kept, for how long and what can be discarded?” The answer to those questions has changed over the years, so we thought it would be helpful to outline some basics.…

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What 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…

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Why 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…

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