News & Posts...

Home » News & Posts

Moisand Fitzgerald Tamayo, LLC

MFT ICON BLK

Five financial articles you should always ignore

By Dan Moisand | December 14, 2018

Five financial articles you should always ignore Quite simply, the best way to deal with the financial news media is to ignore them. This is easier said than done since the media is designed to provoke interest and build urgency. But interesting is not the same as important. …interesting is not the same as important.…

Read More

Should I buy gold to protect against a dollar collapse?

By Dan Moisand | November 14, 2018

Should I buy gold to protect against a dollar collapse? No, you should not buy gold for fear of a dollar collapse. As the video discusses, this pitch is rubbish. Heck, you probably shouldn’t buy gold aside from coin collections and jewelry for personal use. Many unbiased experts don’t even consider gold an investment. Once…

Read More

Introducing the MFT App for mobile devices

By Dan Moisand | October 12, 2018

Introducing the MFT App for mobile devices It wasn’t that long ago one would’ve needed to use a stack of printed statements and a financial calculator to determine the return on an investment. And, to find out how the market or an investment had behaved in the past, a trip to the library for historical…

Read More

Lessons from the 2008 financial crisis

By Dan Moisand | September 14, 2018

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?

By Dan Moisand | August 14, 2018

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 at Moisand Fitzgerald Tamayo

By Dan Moisand | July 12, 2018

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 to financial success

By Dan Moisand | June 14, 2018

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

What hasn’t changed in the new tax law?

By Dan Moisand | May 14, 2018

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

What financial records should be kept and for how long?

By Dan Moisand | April 11, 2018
Read More

The effect of speculation on financial security

By Dan Moisand | March 14, 2018

  Invest, don’t speculate. We have made that admonition more than a few times over the years and it is usually followed with information or insights on investing. But today, we want to talk about speculation and more importantly, what effect speculation has on one’s financial security. “Invest, don’t speculate” is a simple mantra yet…

Read More

What will the market do now?

By Dan Moisand | February 14, 2018

With two one-day declines of 1,000+ points in the Dow Jones Industrial Average recently, the media is full of people asking and answering the question, “What will the market do now?”  It is an intriguing question, but for true investors, it is not a question that requires an accurate answer. What will the market do…

Read More

Making sense of the new tax laws

By Dan Moisand | January 10, 2018

  Making Sense of the New Tax Laws That’s right “laws.” Plural. A bill was passed last fall (and largely overlooked in the media) which was written specifically to help anyone in areas affected by hurricanes Harvey, Maria or Irma. If you pay to repair damage from those storms by the end of 2018, tell…

Read More

Pros and cons of 529 college savings plans

By Dan Moisand | December 14, 2017

  Pros and Cons of 529 College Savings Plans Paying for the college education of a child or grandchild is one of the most common goals of families we serve. There are several ways to fund this effort, but one of the most popular is a Section 529 College Savings Plan. 529 plans are named…

Read More

How can I do tax planning when the tax code is about to change?

By Dan Moisand | November 15, 2017

With so much uncertainty surrounding tax proposals, many are asking, “How can I do tax planning when the tax code is about to change?” You might also enjoy these tax related posts for year-end planning: Year-end financial planning An outline of the basic strategy mentioned in the video above. Should you donate shares or cash? For the…

Read More

How to prepare for the next financial storm

By Dan Moisand | October 12, 2017

  With hurricane Irma in the rear-view mirror, it is once again clear there is value in being prepared for rough times. And since we’ve experienced hurricanes many times before, we know what to expect and how to prepare. A week before the storm, we start to pay close attention to the “cone of uncertainty”…

Read More

What to do about the Equifax data breach and Irma-related tax relief

By Dan Moisand | September 14, 2017

What to do about the Equifax data breach  While many of us were dealing with hurricane Irma, Equifax had its own disaster affecting 143 million Americans. Equifax is one of four credit reporting agencies which collect and report information about your bill payment history, current debt, known addresses and other financial information. Apparently, hackers accessed…

Read More

We have a job opening in our Orlando office

By Dan Moisand | August 23, 2017

Client Service Manager/Receptionist • Provide customer service support and serve as a point of contact for wealth management clients of a financial planning firm. • Process and oversee all aspects of client relationship: opening accounts, account maintenance, requests for funds, and account transfers/rollovers and maintain client contact database. • Direct incoming phone calls and greet/assist…

Read More

How is the sale of a house taxed?

By Dan Moisand | August 16, 2017

Most people own more than one home during their lives. How is the sale of a house taxed? Making News… We frequently produce Q&A columns for Florida Today, Investopedia and MarketWatch, a personal finance website of the Wall Street Journal, as well as pieces for Financial Advisor magazine and others. Here is a sampling from the last three months. How an investment loss reduces…

Read More

Why many investment managers deliver poor results

By Dan Moisand | July 12, 2017

Moisand Fitzgerald Tamayo, LLC Again Named an Elite Firm by the Financial Times: We are pleased to share that for the second straight year, the Financial Times has named Moisand Fitzgerald Tamayo, LLC as one of America’s top 300 independent Registered Investment Advisor firms. We take pride in the quality of our team and find…

Read More

Moisand Fitzgerald Tamayo, LLC Named One of America’s Elite Firms by the Financial Times, Again

By Dan Moisand | June 27, 2017

Orlando Fee-only Financial Planning and Wealth Management Firm Recognized for Its Investment Advice Operations FOR IMMEDIATE RELEASE June 27, 2017 (Orlando, FL) – The Financial Times named Moisand Fitzgerald Tamayo, LLC a fee-only financial planning and wealth management firm in Orlando and Melbourne, Florida to its list of the Top 300 independent Registered Investment Advisors…

Read More

How to avoid gift taxes

By Dan Moisand | June 15, 2017

How to avoid gift taxes We have received several inquiries this year from clients who want to make a financial gift to a family member but were concerned about gift taxes. For most U.S. citizens, even if the gift is large, the answer to the question, “How much is the gift tax?” can be “not…

Read More

Are ETFs any good?

By Dan Moisand | May 15, 2017

Exchange Traded Funds (ETFs) receive a lot of coverage from the press covering markets but are ETFs any good? Making News… We frequently produce Q&A columns for Florida Today, Investopedia and MarketWatch, a personal finance website of the Wall Street Journal, as well as pieces for Financial Advisor magazine and others. Here is a sampling from the last three months. Lump sum pension or…

Read More

Assessing the “Trump Bump” – What to Do Now

By Dan Moisand | April 18, 2017

Assessing the “Trump Bump” – What to Do Now Recently, several clients have called to ask something like, “The markets have run up a lot. Should we have more in stocks?” Since the election, stocks have had a nice run. The typical explanation for this is that President Trump campaigned on change and the market…

Read More

How do currency fluctuations affect investments?

By Dan Moisand | March 15, 2017

How do currency fluctuations affect investments? Politicians have been promising to make America stronger long before Donald Trump was born. Sometimes these calls for strength are applied to our currency in the form of strong dollar policies. “Strong” sounds better than “weak.”  Yet, President Trump has been vocal about his distaste for the Chinese efforts…

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.