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What do I do if I miss my required minimum distribution?
What do I do if I miss my Required Minimum Distribution? Required Minimum Distributions (RMDs) are just that – required. The penalty for failing to…
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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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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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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 will the market do now?
With two one-day declines of 1,000+ points in the Dow Jones Industrial Average recently, the media is full of people asking and answering the question,…
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Why many investment managers deliver poor results
Moisand Fitzgerald Tamayo, LLC Again Named an Elite Firm by the Financial Times: We are pleased to share that for the second straight year, the…
