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Moisand Fitzgerald Tamayo, LLC
Lessons from the 2008 financial crisis In September 2008, the brokerage firm Lehman Brothers collapsed due to risky trading in poorly designed securities. This kicked off one of the more dramatic financial crises in American history and what is now referred to as the Great Recession. The 10th anniversary of this event is a natural…Read More
With interest rates low, should I buy dividend paying stocks instead of bonds? No. Dividend-paying stocks are stocks not bonds and cannot be counted on to provide the stability good quality bond holdings have provided. Dividend paying stocks are every bit as risky as the rest of the stock market. Why? Dividend-paying stocks are a minority…Read More
Celebrating 20 years of financial planning excellence In July of 1998, what is now Moisand Fitzgerald Tamayo, LLC was born. Much has changed in 20 years. Back then, a cell phone was the size of a blackboard eraser and only made phone calls! One could walk all the way to the gate in the airport…Read More
Preparation is key If you have ever attended a closely-matched sporting contest and witnessed a buzzer-beating shot in basketball, an extra inning baseball game, or a shootout in a championship soccer match, it is an experience you are unlikely to forget. In fact, if you take a minute to reflect on it, you will likely…Read More
With so many changes passed in the new tax code, it is easy to get confused. Many are asking, “What hasn’t changed in the new tax law?” Making News… Congratulations, Mike Salmon!! We are proud to share that our own Mike Salmon has been named to this year’s 10 Young Advisors To Watch feature in Financial Advisor…Read More
Financial record keeping tips Since many of us handle large amounts of paper during tax time, it begs the question, “What financial records should be kept, for how long and what can be discarded?” The answer to those questions has changed over the years, so we thought it would be helpful to outline some basics.…Read More