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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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Does stock-picking work?
Does stock-picking work? Stock-picking, the practice of selecting individual stocks to outperform the market, is far easier said than done. It is mathematically impossible for…
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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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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…
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What you need to know about tax extensions and new tax rules
What you need to know about tax extensions and new tax rules Many taxpayers will not file their 2022 tax returns by the April 18,…
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Was “Always be diversified” the most important lesson from 2022?
Was “always be diversified” the most important lesson from 2022? 2022 presented several useful investing lessons. The news was full of reports about high inflation,…
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How do I make charitable donations from my 401(k)?
How do I make charitable donations from my 401(k)? Direct donations from a 401(k) to charity on a tax favored basis are not possible. However,…
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The latest from Washington, D.C.
Before we get to the personal finance related happenings from Washington D.C., we wanted to take a moment to send our thoughts and prayers…
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Does it matter if we go into a recession?
Does it matter if we go into a recession? Key Points: Determining when an economy goes into and out of a recession is difficult…
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Will a stock market decline kill my retirement?
Will a stock market decline kill my retirement? Key Points: Those with a sound plan based on realistic goals and expectations who stay diversified, patient,…
