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Investment philosophy: The first step to success
March 2014 – Investment philosophy: The first step to success. Many struggle to have a successful investment experience. Committing to a sound investment philosophy is key to…
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When should you file for Social Security?
Making News… We produce regular Q&A columns for MarketWatch, a personal finance website of the Wall Street Journal and Florida Today as well as columns…
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How will rising interest rates affect your investments?
Interest Rates and Bond Prices Markets are highly complex and interest rates do not always affect investments the way pundits speculate they will. However, with…
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Stock market highs: Six things to consider now
December 2013 The U.S. stock market has recently reached all-time highs. Through the Q&As we write for various publications, we hear from a fair…
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Should you donate shares or cash?
Should You Donate Shares or Cash? Making News… We produce regular Q&A columns for MarketWatch, a personal finance website of the Wall Street Journal and…
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Year-end financial planning
Although the ups and downs of the financial markets get considerable attention, personal financial planning involves much more than just managing investments. While we…
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Are you ready for the next financial crisis?
September 2013 This month marks the 5th anniversary of the 2008 financial crisis and the panic selling that gripped the world in the wake…
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Moisand named 1 of 15 that transformed advice, MFT named to top financial advisor and financial planner lists: NEWS & NOTES Summer 2013
Making News… Congratulations to Dan Moisand for his selection by Investment News as one of 15 people that “transformed the business of financial advice.” The list was created through…
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Estate planning was never just about taxes
One outcome of the 2013 tax code changes is U.S. citizens can leave up to $5.25 million free of estate taxes if they pass away…
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Interest rates up, bonds down, now what?
June 2013 For the last few years, we have heard numerous predictions of large losses for bonds, particularly if interest rates were to rise. In…
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Fitzgerald among Orlando’s most influential: NEWS & NOTES Spring 2013
Making News… The Orlando Sentinel named Charlie Fitzgerald one of the Orlando area’s most influential, non-elected “Power Brokers”. From time to time, we have noted…
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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…
