Is now the time to move into dividend paying stocks?

Charles E. Fitzgerald, CFP with Moisand Fitzgerald Tamayo

Is now the time to move into dividend paying stocks? With costs rising and interest rates up, is now the time to emphasize dividend paying stocks? We like dividend paying stocks as a permanent portion of a portfolio. But the question implies there is some aspect of dividend paying stocks that could make them a…

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Inflation, interest rates, Putin and your portfolio

inflation squeeze

Inflation, interest rates, Putin and your portfolio No one can predict how long inflation will persist, when or how much interest rates will rise, or whether matters in Ukraine will get better or worse. The financial media can’t predict these things either, although they seem to think they can with their parade of so called…

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Will my tax return be processed quicker this year?

Tommy Lucas, fee-only Financial Advisor

Will my tax return be processed quicker this year? The 2021 tax filing season was the worst in memory. There was a slew of legislation creating Covid-related tax provisions that never existed before. Some of that legislation was passed late in the year leaving the IRS scrambling to adapt. This was very difficult given the…

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Can I rollover mom’s IRA into my IRA?

Derrick Chandler, CFP, fee-only financial advisor Orlando

 Can I rollover mom’s IRA into my IRA? Only a surviving spouse may rollover a deceased’s IRA account into their own IRA. After the SECURE Act of 2019, most non-spouse inheritors whose benefactors die in 2020 or later have only one requirement – the inheritor must take all the money out of the Inherited…

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How do I protect my portfolio against inflation?

Mike Salmon 40 under 40

 How do I protect my portfolio against inflation? We pay more than double for most things we buy these days than we did 25 years ago. This loss of purchasing power, otherwise known as inflation, is a reality that investors must deal with prudently. Inflation is a fact of life. Inflation seems to be…

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What you do makes the difference

What you do makes the difference One of the topics that comes up when we take on new clients is how they fared during prior market declines. The basic characteristics of their experiences are consistent, with differing degrees of fearfulness, anxiety, confusion, or other unpleasantness expressed. Each one of us was affected by COVID-19 in…

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