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How Can I Get My Tax Information to My Preparer Securely?
How can I get my tax information to my tax preparer securely? Tax season is upon us once again, and if you use a…
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Do spikes in the national debt cause market crashes?
Do spikes in the national debt cause market crashes? It’s an election year. Hang on to your hats! Every four years, we hear from…
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Why true investors don’t worry about their portfolios on Election Day
Why true investors don’t worry about their portfolios on Election Day A recent study by asset management firm Janus Henderson indicated that half of…
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How do higher interest rates affect personal finances?
How do higher interest rates affect personal finances? The most obvious effects of higher interest rates are that savers earn more interest income and borrowers…
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Moisand Fitzgerald Tamayo, LLC named to list of America’s top 250 independent financial planning and wealth management firms by Forbes
FOR IMMEDIATE RELEASE Moisand Fitzgerald Tamayo, LLC named to list of America’s top 250 independent financial planning and wealth management firms by Forbes Orlando, October…
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What do high valuation differences in the market mean for your portfolio?
What do high valuation differences in the market mean for your portfolio? One way to characterize stocks is by the ratio of its price to…
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Does Stock-Picking Work?
Does stock-picking work? In any given period, some stocks go up, some down. It seems logical that if you can simply buy more of the…
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Is there a downside to diversification?
Is there a downside to diversification? Which would you have rather owned A or B? A lost an average of almost 1% per year for…
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Moisand Fitzgerald Tamayo marks 25 years!
Moisand Fitzgerald Tamayo marks 25 years! 2023 marks the 25th anniversary of the founding of our firm. Reflecting back on these years brings a sense…
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What “The Sting” Can Teach Us About Scams
What “The Sting” Can Teach Us About Scams Key Points: Scams are being carried out in more sophisticated ways. Technology both protects us and makes…
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When are Roth IRA Distributions Taxable?
When are Roth IRA distributions taxable? From Ken in Satellite Beach: I thought once you turned 59 ½, Roth IRAs are tax-free, but a 63-year-old…
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Managing risk
Managing risk Some of you may have been concerned about the recent failure of Silicon Valley Bank (SVB) and any ripple effects on the banking…
