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Posts by category
- Category: Bonds
- What is the difference between qualified dividends and ordinary dividends?
- The election and your investments
- With the Fed raising rates, how high will rates go?
- You’ve got this
- Inflation, interest rates, Putin and your portfolio
- Can I rollover mom’s IRA into my IRA?
- How do I protect my portfolio against inflation?
- Decision making in the face of uncertainty
- Moisand Fitzgerald Tamayo wins prestigious national award
- What does an inverted yield curve mean for your investments?
- Managing investment taxes
- What to expect from financial markets
- Lessons from the 2008 financial crisis
- Which presidential candidates will be good, or bad, for the markets?
- Why rebalancing can help when markets decline
- Is it better to leave a 401(k) account with a former employer or roll it over to an IRA?
- Investments to avoid when interest rates rise
- Can I just live off interest?
- How to stay happy in retirement
- How will rising interest rates affect your investments?
- Stock market highs: Six things to consider now
- Are you ready for the next financial crisis?
- Interest rates up, bonds down, now what?
- Municipal bond default risk way overblown
- Category: Economy & Markets
- How will taxes change after the election?
- Will higher taxes hurt stocks?
- Six misconceptions about the deficit and national debt
- Most Common Investing Mistakes
- How can I get my tax information to my preparer securely?
- Do spikes in the national debt cause market crashes?
- Why true investors don’t worry about their portfolios on Election Day
- How do higher interest rates affect personal finances?
- How inflation may reduce your tax bill for 2023
- Does it matter if we go into a recession?
- Will a stock market decline kill my retirement?
- Is now the time to move into dividend paying stocks?
- What you do makes the difference
- Why 2020 was remarkable, yet normal
- Tax planning for a Joe Biden presidency
- Does predicting the health of the economy improve investment results?
- How can I protect my portfolio from a post-election drop in stocks?
- What to expect in a stock market recovery
- Can I get money from my IRA tax free due to Covid-19?
- Can I buy real estate in my IRA?
- Can I convert a 401(k) to a Roth IRA?
- Should I buy or sell foreign stocks given today’s conditions?
- Five financial articles you should always ignore
- Preparation is key to financial success
- What hasn’t changed in the new tax law?
- What will the market do now?
- How can I do tax planning when the tax code is about to change?
- Assessing the “Trump Bump” – What to Do Now
- What if this is a “bad” time to invest?
- What are you telling nervous clients to do now?
- Why stay in one fund when another is performing better?
- Should I be concerned about recent market behavior?
- Why investng in global markets is important
- 6 Tax Planning Strategies for Better Investment Returns
- Will a stock market correction ruin my financial plan?
- Are investors fleeing stocks?
- Given current conditions, should you buy or sell stocks?
- Should I prepare my portfolio for a post-election drop?
- Beauty is in the eye of the beholder
- Easing stress during uncertain times
- Portfolio strategies to counter inflation
- Category: Estate Planning
- Everyone is a temporary owner of their assets
- How the SECURE Act affects retirement accounts
- Estate planning documents needed regardless of net worth
- How to avoid gift taxes
- What happens to my IRA money after I die?
- 3 ways to avoid probate
- Should I drop my life insurance?
- Who gets my money when I die?
- When should you file for Social Security?
- Estate planning was never just about taxes
- Category: Financial Planning & Strategy
- How to be a more resilient investor
- Changes to Social Security: What’s true, what’s false and what to expect
- Why financial news intake can hurt your portfolio – if you let it!
- What is gain harvesting?
- Non-financial questions to consider before retirement
- When does the 60-day period for IRA rollovers start?
- Important tax changes for 2024
- Moisand Fitzgerald Tamayo, LLC named to list of America’s top 250 independent financial planning and wealth management firms by Forbes
- Does stock-picking work?
- What “The Sting” Can Teach Us About Scams
- Managing risk
- What you need to know about tax extensions and new tax rules
- Was “Always be diversified” the most important lesson from 2022?
- How do I make charitable donations from my 401(k)?
- The latest from Washington, D.C.
- Will my tax return be processed quicker this year?
- Emotional investing can be costly
- What are the new RMD rules?
- How your tax rates can change
- Every day is Independence Day at Moisand Fitzgerald Tamayo
- Six common misconceptions empty nesters have about retirement
- Can Social Security be fixed?
- Tax-smart charitable giving
- Orlando Financial Advisor Firm Named A Best Place To Work Again
- Should I pay off my mortgage?
- Avoiding financial scams
- What do I do if I miss my required minimum distribution?
- Orlando Financial Advisor Firm Named A Best Place To Work
- Why is my charitable donation taxed?
- Celebrating 20 years of financial planning excellence at Moisand Fitzgerald Tamayo
- Pros and cons of 529 college savings plans
- How is the sale of a house taxed?
- Why many investment managers deliver poor results
- Moisand Fitzgerald Tamayo, LLC Named One of America’s Elite Firms by the Financial Times, Again
- How do currency fluctuations affect investments?
- Major changes to Social Security: How do they affect you?
- Can you count on Social Security?
- Overlooked aspects of Roth accounts
- How to invest for your goals – not for headlines
- Should I convert to a Roth IRA?
- Investment philosophy: The first step to success
- Year-end financial planning
- For successful investing, control your intake of business news
- What the Facebook IPO teaches us about investing
- Category: Investments
- What are the new rules about how real estate agents get paid?
- What do high valuation differences in the market mean for your portfolio?
- Is there a downside to diversification?
- Should I buy gold to protect against a dollar collapse?
- With interest rates low, should I buy dividend paying stocks instead of bonds?
- What financial records should be kept and for how long?
- 4 Common Causes of Investor Disappointment
- Why Many Mutual Fund Investors Get Poor Results
- The Power of Concentration
- Category: Mutual Funds
- Moisand Fitzgerald Tamayo marks 25 years!
- How to achieve and maintain financial independence
- Should I invest in rental real estate?
- How to make a lot of money in the financial markets – fast!
- Moisand Fitzgerald Tamayo Appoints Kevin McDermott, CPA as Tax Manager
- Why and how markets recover
- Will the election cause a market crash?
- The effect of speculation on financial security
- How to prepare for the next financial storm
- Are ETFs any good?
- Understanding capital gain distributions
- New office in downtown Orlando
- How to prevent identity theft
- Should you donate shares or cash?
- Moisand named 1 of 15 that transformed advice, MFT named to top financial advisor and financial planner lists: NEWS & NOTES Summer 2013
- Fitzgerald among Orlando’s most influential: NEWS & NOTES Spring 2013
- Protect yourself against tax fraud and identity theft
- Tamayo talks ID theft prevention on WFTV Channel 9: NEWS & NOTES Winter 2013
- NEWS & NOTES Fall 2012
- News and notes – Summer 2012
- Navigating the new tax reporting requirements
- Category: News, Commentary & Events
- Key Tax Code Changes Under the One Big Beautiful Bill Act (OBBBA)
- How can I avoid interest and penalties on my taxes?
- Understanding some aftereffects from the 2024 storms
- Moisand Fitzgerald Tamayo, LLC named to list of America’s top 250 independent financial planning and wealth management firms by Forbes
- When are Roth IRA distributions taxable?
- Moisand Fitzgerald Tamayo named a “Best Place to Work”
- What does the recent stimulus package include?
- Looking back and looking forward
- Introducing the MFT App for mobile devices
- Making sense of the new tax laws
- What to do about the Equifax data breach and Irma-related tax relief
- We have a job opening in our Orlando office
- Can I contribute to an IRA?
- Looking Back at 2016 and Forward to 2017
- How We Show Our Undivided Loyalty to Our Clients
- Why Charitable Giving from Your IRA is Tax Smart
- Cybersecurity: What You Need to Know
- Does your estate plan need more than just a will?
- What Moisand Fitzgerald Tamayo Thinks About the Brexit Vote
- Moisand Fitzgerald Tamayo, LLC Named One of America’s Elite Firms by the Financial Times
- From which account should I pay off my mortgage?
- Category: Retirement
- Category: Stocks
- Category: Taxes