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Moisand Fitzgerald Tamayo, LLC
Are you ready for the next financial crisis?
September 2013 This month marks the 5th anniversary of the 2008 financial crisis and…
Read MoreMoisand named 1 of 15 that transformed advice, MFT named to top financial advisor and financial planner lists: NEWS & NOTES Summer 2013
Making News… Congratulations to Dan Moisand for his selection by Investment News as one of 15 people that “transformed…
Read MoreEstate planning was never just about taxes
One outcome of the 2013 tax code changes is U.S. citizens can leave up to…
Read MoreInterest rates up, bonds down, now what?
June 2013 For the last few years, we have heard numerous predictions of large losses…
Read MoreFitzgerald among Orlando’s most influential: NEWS & NOTES Spring 2013
Making News… The Orlando Sentinel named Charlie Fitzgerald one of the Orlando area’s most influential,…
Read MoreGiven current conditions, should you buy or sell stocks?
The first quarter of 2013 marked the four year anniversary of the low point for…
Read MoreProtect yourself against tax fraud and identity theft
March 2013 Fraud is much easier to commit when dealing with complex and confusing matters.…
Read MoreTamayo talks ID theft prevention on WFTV Channel 9: NEWS & NOTES Winter 2013
Making News… Ron Tamayo wrote an informative column on year-end tax planning for the Winter…
Read MoreFor successful investing, control your intake of business news
For successful investing, control your intake of business news To make investing a good experience,…
Read MoreNEWS & NOTES Fall 2012
Making News… Ron Tamayo wrote a column on how markets may or may not have…
Read MoreShould I prepare my portfolio for a post-election drop?
September 2012 Beginning in late summer of every election year, the media begins to predict…
Read MoreNews and notes – Summer 2012
Making News… Ron Tamayo contributed a piece to the Winter Park/Maitland Observer that explained the…
Read MoreWhat the Facebook IPO teaches us about investing
June 2012 It was hard to find a financial issue that got more attention in…
Read MoreBeauty is in the eye of the beholder
March 2012 Buy low, sell high. This simple concept is far from easy because it…
Read MoreNavigating the new tax reporting requirements
December 2011 The Emergency Economic Stabilization Act of 2008 included new tax reporting requirements to…
Read MoreEasing stress during uncertain times
September 2011 “People don’t plan to fail, they fail to plan.” The principals at Moisand…
Read MorePortfolio strategies to counter inflation
June 2011 With high government spending and rising national debt, many people are asking how…
Read MoreMunicipal bond default risk way overblown
March 2011 With debt levels of many governments around the world at high levels and…
Read MoreThe Power of Concentration
One of the most common causes of the outperformance – and underperformance – is concentrating the portfolio in just a few holdings. The pitch is that the money is invested in only a few “best ideas”. It is a nice idea with great appeal. Why would anyone buy securities they didn’t feel strongly about? Well, the markets don’t care how any individual feels. But what is often ignored are the greater risks inherent in such a strategy.
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Year-end financial planning
Although the ups and downs of the financial markets get considerable attention, personal financial…
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