News & Posts...
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 the eleventh hour of the “fiscal cliff” drama did little to reduce the complexity of our tax code. But confusion with tax changes does not have to result in fraud.…Read More
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 covered how the rules for Required Minimum Distributions from IRAs differ from those for Roth IRAs, 401(k)s, 403(b)s and other retirement accounts, the importance of controlling one’s intake of news, and lottery…Read More
Download PDF Here 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 areas of life, we are given the advice to focus on what we can control. With respect to investments, the well informed will make sure, among other…Read More
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 Winter Park/Maitland Observer. Dan Moisand was the subject of a two page “Practice Profile” in Financial Planning magazine. The piece touched on a few of his career highlights, travels, advocacy…Read More
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.…Read More
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…Read More