Mutual Funds
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, yet many assets that were supposed to be good hedges against inflation were down. This is an example of how it is wise to expect the unexpected. Nonetheless, while there…
Read MoreWill 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 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…
Read MoreHow 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 to achieve financial independence is to start a tech company out of your garage. Who doesn’t like a good rags-to-riches story? Markets have been strong and as a result more…
Read MoreShould 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 is often presented as easy money. For some, their perception about the experience further adds to their enthusiasm. We often hear statements like, “My dad did well in real estate,”…
Read MoreHow to make a lot of money in the financial markets – fast!
The lure of making a quick buck playing the markets is strong and has been tempting people for centuries. From the irrational prices and speculative frenzy over tulips in 17th century Holland to day trading tech stocks in the late 90’s, the temptation to speculate is irresistible to some people. It seems relatively harmless. When…
Read MoreMoisand Fitzgerald Tamayo Appoints Kevin McDermott, CPA as Tax Manager
FOR IMMEDIATE RELEASE Moisand Fitzgerald Tamayo Appoints Kevin McDermott, CPA as Tax Manager Will manage tax department of Orlando financial planning firm Orlando, February 10, 2021 – Moisand Fitzgerald Tamayo, LLC (MFT) announced today the appointment of Kevin McDermott, CPA to the position of Tax Manager. McDermott will join a team that prepares and files…
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