Investments
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 financial records should be kept and for how long?
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…
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…
Read MoreAssessing the “Trump Bump” – What to Do Now
Assessing the “Trump Bump” – What to Do Now Recently, several clients have called to ask something like, “The markets have run up a lot. Should we have more in stocks?” Since the election, stocks have had a nice run. The typical explanation for this is that President Trump campaigned on change and the market…
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