Mutual Funds
Moisand Fitzgerald Tamayo wins prestigious national award
Moisand Fitzgerald Tamayo Recognized by Schwab Advisor Services with 2019 Trailblazer IMPACT AwardTM November 4, 2019 – (Orlando) – Moisand Fitzgerald Tamayo, LLC was honored today by Schwab Advisor Services with the 2019 Trailblazer IMPACT AwardTM. The firm was recognized for its efforts to improve the quality of advice, raise the bar for ethics…
Read MoreShould I buy or sell foreign stocks given today’s conditions?
Should I buy or sell foreign stocks given today’s conditions? Today’s Q&A combines two related questions into one, “Should I buy or sell foreign stocks given today’s conditions?” The first question is from Lou, “I see that the PE ratios on foreign stocks are a lot less than with U.S. stocks. Should I be buying…
Read MoreWill the election cause a market crash?
Will the election cause a market crash? On June 18, no one in our Orlando office came to work. They didn’t go on strike or play hooky – their absence was planned. Why would we not have anyone in the office? Because we were encouraged to stay away from downtown due to the increased traffic…
Read MoreWhat 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 take a RMD on time is 50% of the amount of the RMD. That’s one of the harshest penalties in the tax code. Miss a $20,000 RMD and you’ll owe…
Read MoreManaging 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 their investment lifetime is income taxes. The goal of one’s tax planning should not be the avoidance of paying taxes per se, as few can do that. The goal should…
Read MoreWhy 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 rules and how the accounting for donations works. This video Q&A is a great example. The inquirer knew the rule but not the reporting requirements. Making News… We frequently produce…
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