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Moisand Fitzgerald Tamayo named one of America’s top financial advisors; welcomes two new shareholders
CNBC has named Moisand Fitzgerald Tamayo, LLC (MFT) to its 2025 Financial Advisor 100 list of the top 100 financial advisors in America. According to CNBC, “We created CNBC’s Financial…
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Moisand Fitzgerald Tamayo, LLC named to list of America’s top 250 independent financial planning and wealth management firms by Forbes for third time
FOR IMMEDIATE RELEASE Moisand Fitzgerald Tamayo, LLC named to list of America’s top 250 independent financial planning and wealth management firms by Forbes, again Orlando,…
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CNBC names Moisand Fitzgerald Tamayo, LLC to it’s list of the top 100 financial advisors in America
FOR IMMEDIATE RELEASE Moisand Fitzgerald Tamayo, LLC named to list of top 100 financial advisors in America by CNBC Orlando, October 1, 2025 – CNBC…
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Why tax advice is more valuable than tax planning
Why tax advice is more valuable than tax planning Most financial advisors at most firms provide some level of tax planning. Afterall, it is impossible…
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Key Tax Code Changes Under the One Big Beautiful Bill Act (OBBBA)
Key Tax Code Changes Under the One Big Beautiful Bill Act (OBBBA): What’s Staying, What’s Going, and What’s Brand New As we are sure you…
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What is the difference between qualified dividends and ordinary dividends?
Taxes rates differ between qualified dividends and ordinary dividends A reader of one of Dan’s MarketWatch columns asked why there were two kinds of dividends on his…
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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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How can I avoid interest and penalties on my taxes?
How can I avoid interest and penalties on my taxes? Filing a tax return will reconcile what we paid toward our tax liability during the…
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Understanding some aftereffects from the 2024 storms
Understanding some aftereffects from the 2024 storms. 2024 saw three named storms hit Florida and cause damage throughout the Southeast. Parts of the west coast…
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Moisand Fitzgerald Tamayo, LLC named to list of America’s top 250 independent financial planning and wealth management firms by Forbes
FOR IMMEDIATE RELEASE Moisand Fitzgerald Tamayo, LLC named to list of America’s top 250 independent financial planning and wealth management firms by Forbes, again Orlando,…
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What are the new rules about how real estate agents get paid?
What are the new rules about how real estate agents get paid? While both buyers and sellers typically use real estate agents, traditionally, only sellers…
