Mutual Funds
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 of pride for sure but the overwhelming emotion is one of gratitude. Instead of working for a financial services company and getting paid to sell their products, we decided to…
Read MoreWhat 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, 2023 deadline. Done properly, such taxpayers can receive a six-month extension of time to file and avoid any interest charges or penalties from the IRS. What does “done properly” mean,…
Read MoreWas “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,”…
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