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Changes to Social Security: What’s true, what’s false and what to expect
Changes to Social Security: What’s true, what’s false and what to expect Changes to Social Security are a favorite topic of the rumor mill and…
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Why financial news intake can hurt your portfolio – if you let it!
Why financial news intake can hurt your portfolio – if you let it! In one of Dan Moisand’s recent MarketWatch columns, he was asked what…
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Will higher taxes hurt stocks?
Will higher taxes hurt stocks? The proposal to raise taxes in some capacity arises in every election. Candidates for the White House are typically the…
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What do high valuation differences in the market mean for your portfolio?
What do high valuation differences in the market mean for your portfolio? One way to characterize stocks is by the ratio of its price to…
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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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Is there a downside to diversification?
Is there a downside to diversification? Which would you have rather owned A or B? A lost an average of almost 1% per year for…
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Moisand Fitzgerald Tamayo marks 25 years!
Moisand Fitzgerald Tamayo marks 25 years! 2023 marks the 25th anniversary of the founding of our firm. Reflecting back on these years brings a sense…
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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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Will my tax return be processed quicker this year?
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…
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How to achieve and maintain financial independence
How to achieve and maintain financial independence If you listen to a few famous success stories, you might get the idea that the best way…
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Should I invest in rental real estate?
Should I invest in rental real estate? Owning rental real estate and collecting income has great appeal to many investors, partly since rental real estate…
