News & Posts...
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 amount of people who either do not have an advisor, or their current advisor is not very good. Many seem to think that because we are in uncharted territory, drastic…Read More
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 Florida Today as well as columns to Financial Advisor magazine, the Journal of Financial Planning, and the Winter Park/Maitland Observer among others. In addition, we also act as a source…Read More
Although the ups and downs of the financial markets get considerable attention, personal financial planning involves much more than just managing investments. While we always preach the value of maintaining a well-grounded long term perspective, it is also worthwhile to consider short term tactics that can boost one’s bottom line. Our year-end financial planning…Read More
September 2013 This month marks the 5th anniversary of the 2008 financial crisis and the panic selling that gripped the world in the wake of the bankruptcy of Lehman Brothers. The dangerous phrase, “This time is different,” was uttered continuously suggesting that the markets would dive further and stay down for years. Since the…Read More
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 editor and reader input for the publication’s 15th anniversary issue. Local media picked up on the recognition resulting in this Business Spotlight in the BEST section of Florida Today and an…Read More
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 in 2013. This $5.25 million exemption amount is automatically adjusted for inflation each year. Married couples can leave up to $10.5 million free of estate tax to the next generation.…Read More