News & Posts...

Home » News & Posts

Moisand Fitzgerald Tamayo, LLC

Moisand Fitzgerald Tamayo logo in black

Investment philosophy: The first step to success

By Dan Moisand | March 11, 2014

March 2014 – Investment philosophy: The first step to success. Many struggle to have a successful investment experience. Committing to a sound investment philosophy is key to successful investing yet often, this critical first step is skipped. Having an investment philosophy and a plan that matches  is critical to making sound investment decisions. It provides the filters…

Read More

WHEN SHOULD YOU FILE FOR SOCIAL SECURITY?

By Dan Moisand | February 14, 2014

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. Here is a sampling from the last three months. 18 Social Security Surprises Can I…

Read More

How will rising interest rates affect your investments?

By Dan Moisand | January 15, 2014

January 2013 Interest Rates and Bond Prices Markets are highly complex and interest rates do not always affect investments the way pundits speculate they will. However, with bond prices, the effect of interest rate changes is in fact both direct and mathematically calculable. To get a bond’s current yield, divide the interest it pays by…

Read More

STOCK MARKET HIGHS: SIX THINGS TO CONSIDER NOW

By Dan Moisand | December 13, 2013

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?

By Dan Moisand | November 11, 2013

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

YEAR-END FINANCIAL PLANNING

By Dan Moisand | October 10, 2013

  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

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.