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Moisand Fitzgerald Tamayo, LLC

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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…

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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…

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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…

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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…

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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…

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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…

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