Mutual Funds
For 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 MoreNEWS & NOTES Fall 2012
Making News… Ron Tamayo wrote a column on how markets may or may not have been affected by the results of presidential elections for the Winter Park/Maitland Observer. Dan Moisand was the subject of a two page “Practice Profile” in Financial Planning magazine. The piece touched on a few of his career highlights, travels, advocacy…
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 MoreNews and notes – Summer 2012
Making News… Ron Tamayo contributed a piece to the Winter Park/Maitland Observer that explained the new taxes slated to take effect in 2013 from the greatly debated health care act. As Ron pointed out, “The Affordable Care Act imposes new or increased taxes on some, but it will certainly increase the complexity of our tax system.” Dan Moisand‘s…
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 MoreBeauty 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 investment is being offered at a low value or high value. Just ask Rupert Murdoch. In 2005, his conglomerate News Corp. bought arguably the hottest social media company among young…
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