Mutual Funds
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…
Read MoreAre ETFs any good?
Exchange Traded Funds (ETFs) receive a lot of coverage from the press covering markets but are ETFs any good? Making News… We frequently produce Q&A columns for Florida Today, Investopedia and MarketWatch, a personal finance website of the Wall Street Journal, as well as pieces for Financial Advisor magazine and others. Here is a sampling from the last three months. Lump sum pension or…
Read MoreWhy Many Mutual Fund Investors Get Poor Results
The personal finance media likes to celebrate people who have beaten the market – precisely because so few manage the feat. There is little mystery as to why this happens. No one can buy anything unless there is a seller on the other side of the transaction. All buys are matched with sells but because…
Read MoreWhich presidential candidates will be good, or bad, for the markets?
We should all treasure our right to vote and exercise that right with great forethought. You, our clients, are intelligent, well-educated, patriotic Americans who want the best for this country. Many of you risked your lives or lost loved ones to preserve our democracy. This election is important. We are confident you will cast…
Read MoreWhy stay in one fund when another is performing better?
For the last few months, the dominant story in the financial media was predicting when the Federal Reserve would raise its target interest rates. On December 16th, it finally happened and the Fed announced a ¼% increase. Over the last several years, an increase in rates has largely been presented as some evil specter…
Read MoreWhy rebalancing can help when markets decline
Markets are quick to react to change and current events causing them to rise and fall frequently and sometimes substantially. This summer’s double digit decline in U.S. stocks is just the latest example. Such swift declines can add to a sense of chaos and make investors uneasy. As chaotic as markets can be, if we…
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