We produce regular Q&A columns for Florida Today and MarketWatch, a personal finance website of the Wall Street Journal, as well as pieces for Financial Advisor magazine, the Journal of Financial Planning, and the Winter Park/Maitland Observer among others. Here is a sampling from the last three months.
In the News…
We also act as a source to many prominent media outlets and speak at and/or attend various conferences.
Charlie Fitzgerald joined sixty-five members of the Financial Planning Association from 21 states in Washington, D.C. in late June for FPA Advocacy Day. Charlie and four members of his team from Florida met with Senator Marco Rubio and Senator Bill Nelson’s staff, plus U.S. House Representatives Debbie Wasserman Schultz, David Jolly and Alcee Hastings, among others. The purpose of the trip was to raise awareness of FPA and the financial planning profession.
In June, Tracy Smith toured the New York Stock Exchange while in the city for a meeting of TD Ameritrade’s national Operations Panel. The group consists of operations personnel from some of the top independent firms in the U.S. who give feedback to TD Ameritrade on how to better serve the needs of independent firms and their clients.
Moisand Fitzgerald Tamayo, LLC, received final approval from the U.S. Patents and Trademark Office for a service mark registration of the firm’s slogan, “A Sanctuary From The Noise℠”. Registration formalizes the firm’s right to exclusive use of the phrase for business purposes. As Dan Moisand told Florida Today, “The public is inundated with information, much of it incorrect, impractical, or irrelevant to their personal financial decisions. We are one of the few firms from which people can get objective, personalized advice from a truly independent source and our slogan embodies that mission.”
New Digs! Our Maitland office has moved to the SunTrust Building in Downtown Orlando as of August 1st. The Melbourne office will remain in the same location. Our new mailing address is 200 S. Orange Ave., Suite 2025, Orlando, FL 32801. The entrance to the parking garage is around the corner at 25 W South Street.
If you have any questions or would like to discuss anything further, please give us a call or send us a note.
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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 Facebook, LinkedIn, 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.
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