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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…
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Protect yourself against tax fraud and identity theft
March 2013 Fraud is much easier to commit when dealing with complex and confusing matters. The American Tax Relief Act of 2012 (ATRA) passed at…
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Tamayo talks ID theft prevention on WFTV Channel 9: NEWS & NOTES Winter 2013
Making News… Ron Tamayo wrote an informative column on year-end tax planning for the Winter Park/Maitland Observer. Dan Moisand’s monthly Q&A columns for Florida Today…
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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…
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NEWS & 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…
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Should 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…