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Decision making in the face of uncertainty
Decision making in the face of uncertainty When markets rise or fall ten percent in a day and your account values oscillate by thousands of…
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Can I buy real estate in my IRA?
Can I buy real estate in my IRA? You cannot buy a personal residence in your IRA but you can buy other properties. For most…
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Looking back and looking forward
Looking back and looking forward The turn of the calendar is a natural time to reflect on the past year and look forward to the…
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Can I convert a 401(k) to a Roth IRA?
Can I convert a 401(k) to a Roth IRA? Before we look at whether you can convert a 401(k) to a Roth IRA, it is…
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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…
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Avoiding financial scams
Avoiding Financial Scams People are concerned about cybersecurity and avoiding financial scams. This is of little wonder considering the headlines about data breaches and the…
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Should 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…
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Estate planning documents needed regardless of net worth
Estate planning documents needed regardless of net worth There are several estate planning documents needed regardless of net worth. For the last few decades, the…
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What 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…
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Orlando Financial Advisor Firm Named A Best Place To Work
Orlando Financial Advisor firm, Moisand Fitzgerald Tamayo, Named a Best Place To Work for Financial Advisors by InvestmentNews Our firm has been fortunate to earn…
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Why 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…
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What to expect from financial markets
One of the keys to successful investing is understanding what to expect from financial markets. 2018 marked the first calendar year the Dow Jones Industrial…
