FITZGERALD AMONG ORLANDO’S MOST INFLUENTIAL: NEWS & NOTES Spring 2013

Making News…

small-web-CharlieThe Orlando Sentinel named Charlie Fitzgerald one of the Orlando area’s most influential, non-elected “Power Brokers”. From time to time, we have noted the work Charlie has done with the Financial Planning Association of Florida to influence lawmakers, such the trip he led to Tallahassee in March. We are happy to see him recognized for his efforts.

Orlando magazine has named both Charlie and Ron Tamayo to their list of “Five Star Wealth Managers.” The magazine commissions a research firm to compile a list of professionals in the Orlando area who score high on a client satisfaction survey and have excellent regulatory records.

The April issue of the Journal of Financial Planning features a “10 Questions” interview with Dan Moisand as a lead up to FPA Retreat, the profession’s premier conference for advanced planners, where Dan served as chairman of the organizing task force. Our favorite quote was part of his response to a question about his biggest professional challenges. “The greatest challenge is helping clients find a balance between staying informed and being inundated with information. And it’s gotten worse over the years with 24/7 digital media,” Moisand said.

Financial fraud and exploitation of the elderly, and how financial advisors can help prevent it, was the subject of a series of articles Dan wrote for Financial Advisor magazine. “Financial professionals are squarely at the forefront of the effort because fraudsters aren’t after our clients’ knickknacks,” Moisand said. “They want the money.”

In The News…

As part of a partnership between the National Association of Personal Financial Advisors (NAPFA) and USA Today, Dan provided some guidance to a reader whose 81 year-old step-mother was taken advantage of by a stockbroker. He also got the last word in the “Your Money” column of the NY Times on the pros and cons of rental properties.

Charlie gave his perspective as Chairman of the FPA of Florida for a story for Financial Advisor on a bill in the Florida legislature designed to toughen laws against abusive annuity sales. “Anything that helps remove bad actors and protects consumers is a good thing,” he said. Unscrupulous salespeople who persuade seniors to sell their other investments or use their savings to buy annuities which are unsuitable for their age or economic status currently face a fine of up to $75,000. The pending bill expands the same suitability standards to all age groups.

Events

Dan Moisand opens FPA Retreat 2013

Dan Moisand opens FPA Retreat 2013

Dan served as a panelist for a discussion on some of the controversies surrounding retirement income and withdrawal strategies and later moderated a second panel on the implications of longevity in retirement planning at Financial Advisor magazine’s Retirement Symposium in March. He also attended the invitation-only Barron’s Top Independent Advisors Summit, hosted by Barron’s magazine to promote best practices in the industry and the value of advice to the investing public.

 Contact Us


Moisand Fitzgerald Tamayo, LLC is an Orlando, Tampa and Melbourne, Florida based fee-only financial planner serving central Florida and clients across the country. Moisand Fitzgerald Tamayo, LLC specializes in providing objective financial planning, retirement planning, and investment management to help clients build, manage, grow, and protect their assets through all phases of one’s life and the many transitions in between. If you have any questions or would like to discuss anything further, please give us a call or send us a note. If you are not a client and wish to receive emails notifying you of new posts – no more than once per month – fill out the subscription information in the sidebar to the right. For more frequent updates, follow us on FacebookLinkedIn, or Twitter.  

Important Additional Information & Disclosures


Please remember that past performance may not be indicative of future results.  Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Moisand Fitzgerald Tamayo, LLC-“MFT”), or any non-investment related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. 

Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions.  Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from MFT. 

Please remember that if you are a MFT client, it remains your responsibility to advise MFT, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. MFT is neither a law firm nor a certified public accounting firm and no portion of the blog content should be construed as legal or accounting advice. Tax advice is given only to clients and only when agreed to by MFT. A copy of the MFT’s current written disclosure Brochure discussing our advisory services and fees is available for review upon request.

Please Note: MFT does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to MFT’s web site or blog or incorporated herein, and takes no responsibility for any such content. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Please Note: Limitations:  While MFT does NOT pay for recognition, awards, or publicity, neither rankings and/or recognition by unaffiliated rating services, publications, or other organizations, nor the achievement of any designation or certification, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if MFT is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. No ranking or recognition should be construed as a current or past endorsement of MFT by any of its clients.  ANY QUESTIONS: MFT’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including providing the criteria used for any reflected ranking.

Historical performance results for investment indices, benchmarks, and/or categories have been provided for general informational/comparison purposes only, and generally do not reflect the deduction of transaction and/or custodial charges, the deduction of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results.  It should not be assumed that your MFT account holdings correspond directly to any comparative indices or categories. Please Also Note: (1) performance results do not reflect the impact of taxes; (2) comparative benchmarks/indices may be more or less volatile than your MFT accounts; and, (3) a description of each comparative benchmark/index is available upon request.

 

About Dan Moisand

Dan Moisand is a fee-only financial advisor with Moisand Fitzgerald Tamayo, LLC. He is a regular contributor for multiple outlets, including Florida Today, MarketWatch, and The Wall Street Journal. His writing and financial advice have also been featured in Financial Planning, Investment Advisor, Wealth Manager/Advising Boomers, Forbes, Smart Money, and The New York Times, among other publications. He is the only two-time winner of the Journal of Financial Planning’s “Call for Papers” competition and has been named a top financial planner and advisor by multiple publications. Investment News named Dan one of the “twenty most influential men and women” in the history of financial planning. He currently serves on the Board of Directors for the CFP (Certified Financial Planner) Board.

WANT TO KNOW WHEN WE POST NEW MATERIAL?

As a Sanctuary From The Noise®, we only post information we believe timely and important to the long term financial success of our clients. Follow us to receive emails - no more than once a month - about new posts.

We keep your information private and make stopping our emails as easy as starting them.

Something went wrong. Please check your entries and try again.