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Managing investment taxes
Managing investment taxes Managing investment taxes is an essential part of any good financial plan. For most clients, by far the largest expense incurred during…
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Why is my charitable donation taxed?
Why is my charitable contribution taxed? Well planned and executed charitable donations should result in tax savings. To get the maximum benefit, you must know the…
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What to expect from financial markets
One of the keys to successful investing is understanding what to expect from financial markets. 2018 marked the first calendar year the Dow Jones Industrial…
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Five financial articles you should always ignore
Five financial articles you should always ignore Quite simply, the best way to deal with the financial news media is to ignore them. This is…
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Should I buy gold to protect against a dollar collapse?
Should I buy gold to protect against a dollar collapse? No, you should not buy gold for fear of a dollar collapse. As the video…
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Introducing the MFT App for mobile devices
Introducing the MFT App for mobile devices It wasn’t that long ago one would’ve needed to use a stack of printed statements and a financial…
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Lessons from the 2008 financial crisis
Lessons from the 2008 financial crisis In September 2008, the brokerage firm Lehman Brothers collapsed due to risky trading in poorly designed securities. This kicked…
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With interest rates low, should I buy dividend paying stocks instead of bonds?
With interest rates low, should I buy dividend paying stocks instead of bonds? No. Dividend-paying stocks are stocks not bonds and cannot be counted on to…
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Celebrating 20 years of financial planning excellence at Moisand Fitzgerald Tamayo
Celebrating 20 years of financial planning excellence In July of 1998, what is now Moisand Fitzgerald Tamayo, LLC was born. Much has changed in 20…
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Preparation is key to financial success
Preparation is key If you have ever attended a closely-matched sporting contest and witnessed a buzzer-beating shot in basketball, an extra inning baseball game, or…
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What hasn’t changed in the new tax law?
With so many changes passed in the new tax code, it is easy to get confused. Many are asking, “What hasn’t changed in the new…
