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Estate planning was never just about taxes

By Dan Moisand | July 15, 2013

One outcome of the 2013 tax code changes is U.S. citizens can leave up to…

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Interest rates up, bonds down, now what?

By Dan Moisand | June 17, 2013

June 2013 For the last few years, we have heard numerous predictions of large losses…

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Fitzgerald among Orlando’s most influential: NEWS & NOTES Spring 2013

By Dan Moisand | May 15, 2013

Making News… The Orlando Sentinel named Charlie Fitzgerald one of the Orlando area’s most influential,…

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Given current conditions, should you buy or sell stocks?

By Dan Moisand | April 18, 2013

The first quarter of 2013 marked the four year anniversary of the low point for…

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Protect yourself against tax fraud and identity theft

By Dan Moisand | March 15, 2013

March 2013 Fraud is much easier to commit when dealing with complex and confusing matters.…

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Tamayo talks ID theft prevention on WFTV Channel 9: NEWS & NOTES Winter 2013

By Dan Moisand | February 14, 2013

  Making News… Ron Tamayo wrote an informative column on year-end tax planning for the Winter…

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For successful investing, control your intake of business news

By Dan Moisand | December 17, 2012

For successful investing, control your intake of business news To make investing a good experience,…

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NEWS & NOTES Fall 2012

By Dan Moisand | November 15, 2012

Making News… Ron Tamayo wrote a column on how markets may or may not have…

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Should I prepare my portfolio for a post-election drop?

By Dan Moisand | September 10, 2012

September 2012 Beginning in late summer of every election year, the media begins to predict…

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News and notes – Summer 2012

By Dan Moisand | August 24, 2012

Making News… Ron Tamayo contributed a piece to the Winter Park/Maitland Observer that explained the…

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What the Facebook IPO teaches us about investing

By Dan Moisand | June 28, 2012

June 2012 It was hard to find a financial issue that got more attention in…

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Beauty is in the eye of the beholder

By Dan Moisand | March 17, 2012

March 2012 Buy low, sell high. This simple concept is far from easy because it…

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Navigating the new tax reporting requirements

By Dan Moisand | December 10, 2011

December 2011 The Emergency Economic Stabilization Act of 2008 included new tax reporting requirements to…

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Easing stress during uncertain times

By Dan Moisand | September 10, 2011

September 2011 “People don’t plan to fail, they fail to plan.” The principals at Moisand…

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Portfolio strategies to counter inflation

By Dan Moisand | June 11, 2011

June 2011 With high government spending and rising national debt, many people are asking how…

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Municipal bond default risk way overblown

By Dan Moisand | March 11, 2011

March 2011 With debt levels of many governments around the world at high levels and…

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The Power of Concentration

By Dan Moisand | December 11, 2010

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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