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SHOULD I PREPARE MY PORTOLIO FOR A POST-ELECTION DROP?

By Dan Moisand | September 10, 2012

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 parties and give airtime to the campaigns that are actively trying to get us worked up.  As financial advisors, we are now fielding questions like, “They say that if “Mr.…

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NEWS & NOTES Summer 2012

By Dan Moisand | August 24, 2012

Making News… Ron Tamayo contributed a piece to the Winter Park/Maitland Observer that explained the new taxes slated to take effect in 2013 from the greatly debated health care act.  As Ron pointed out, “The Affordable Care Act imposes new or increased taxes on some, but it will certainly increase the complexity of our tax system.” Dan Moisand‘s…

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WHAT THE FACEBOOK IPO TEACHES US ABOUT INVESTING

By admin | June 28, 2012

June 2012 It was hard to find a financial issue that got more attention in May than the Initial Public Offering (IPO) of Facebook (FB). Amid the hoopla, there are many lessons to be learned from the events leading up to and since FB went public on May 18th. Chasing what’s hot can get you…

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BEAUTY IS IN THE EYE OF THE BEHOLDER

By Dan Moisand | March 17, 2012

March 2012 Buy low, sell high. This simple concept is far from easy because it is often difficult to assess whether or not a potential investment is being offered at a low value or high value. Just ask Rupert Murdoch. In 2005, his conglomerate News Corp. bought arguably the hottest social media company among young…

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NAVIGATING THE NEW TAX REPORTING REQUIREMENTS

By admin | December 10, 2011

December 2011 The Emergency Economic Stabilization Act of 2008 included new tax reporting requirements to the IRS mandating that certain firms report the adjusted cost basis of sold securities, including whether the gain or loss is short or long-term. Because of this, the Form 1099-B for 2011 from custodians like Schwab and TD Ameritrade will…

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Easing stress during uncertain times

By admin | September 10, 2011

September 2011 “People don’t plan to fail, they fail to plan.” The principals at Moisand Fitzgerald Tamayo have had their Certified Financial Planner designation for no less than 17 years and our least experienced advisor has been with our firm for nine years. Thus, due to our years of experience working directly with clients and…

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