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Moisand Fitzgerald Tamayo, LLC Named One of America’s Elite Firms by the Financial Times, Again
Orlando Fee-only Financial Planning and Wealth Management Firm Recognized for Its Investment Advice Operations FOR IMMEDIATE RELEASE June 27, 2017 (Orlando, FL) – The Financial…
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How to avoid gift taxes
How to avoid gift taxes We have received several inquiries this year from clients who want to make a financial gift to a family member…
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Assessing the “Trump Bump” – What to Do Now
Assessing the “Trump Bump” – What to Do Now Recently, several clients have called to ask something like, “The markets have run up a lot.…
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How do currency fluctuations affect investments?
How do currency fluctuations affect investments? Politicians have been promising to make America stronger long before Donald Trump was born. Sometimes these calls for strength…
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What are you telling nervous clients to do now?
With the world’s stock markets having a rough start to 2016, the most common question of late from business and personal finance reporters has…
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Why stay in one fund when another is performing better?
For the last few months, the dominant story in the financial media was predicting when the Federal Reserve would raise its target interest rates.…
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Why rebalancing can help when markets decline
Markets are quick to react to change and current events causing them to rise and fall frequently and sometimes substantially. This summer’s double digit decline…
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Major changes to Social Security: How do they affect you?
Making News… We produce regular Q&A columns for Florida Today and MarketWatch, a personal finance website of the Wall Street Journal, as well as pieces for Financial Advisor magazine and Nerd Wallet among others. Here is…
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Should I be concerned about recent market behavior?
Major market related news this quarter included the increased volatility of stocks in reaction to happenings in China and speculation about whether or not the…
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Is it better to leave a 401(k) account with a former employer or roll it over to an IRA?
Making News… We produce regular Q&A columns for Florida Today and MarketWatch, a personal finance website of the Wall Street Journal, as well as pieces for Financial Advisor magazine and Nerd Wallet among others. Here is…
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Can you count on Social Security?
Many times in life, we find ourselves riled up about a rumor we hear which may or may not be true. Rumors, not facts, raise…
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Can I just live off interest?
Making News… We produce regular Q&A columns for Florida Today and MarketWatch, a personal finance website of the Wall Street Journal, as well as pieces for Financial Advisor magazine, the Journal of Financial…
