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How do currency fluctuations affect investments?
How do currency fluctuations affect investments? Politicians have been promising to make America stronger long before Donald Trump was born. Sometimes these calls for strength…
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Can I contribute to an IRA?
IRAs can be great for accumulating funds for retirement and knowing the rules can give their use even more impact. Making News… We frequently…
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Looking Back at 2016 and Forward to 2017
Looking back at 2016: A Year to Remember Donald Trump is going to be president and the Chicago Cubs are World Champions. And once again,…
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How We Show Our Undivided Loyalty to Our Clients
Fee-only financial advisor and fiduciary for all clients at all times As a fee-only financial advisor and a fiduciary for all clients at all times,…
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Why Charitable Giving from Your IRA is Tax Smart
IRAs can be great for accumulating funds for retirement but distributions often cause taxation. For retirees that are charitable, IRAs can be a tax…
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4 Common Causes of Investor Disappointment
As we have taken on new clients over the years, many have come to us in part because their expectations regarding their investments were…
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Cybersecurity: What You Need to Know
When a reporter asked renowned bank robber, Willie Sutton, why he robbed banks, Sutton famously quipped, “Because that’s where the money is.” We at…
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Does your estate plan need more than just a will?
Does your estate plan need more than just a will? Many people think estate planning is for the rich so a simple will is adequate.…
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What Moisand Fitzgerald Tamayo Thinks About the Brexit Vote
Before we get into what Moisand Fitzgerald Tamayo thinks about the Brexit vote, we wanted to share some news. We are pleased to share that…
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Moisand Fitzgerald Tamayo, LLC Named One of America’s Elite Firms by the Financial Times
Financial Times Names Moisand Fitzgerald Tamayo, LLC One of America’s Elite Investment Advisor Firms FOR IMMEDIATE RELEASE June 30, 2016 (Orlando, FL) – The Financial…
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Why Many Mutual Fund Investors Get Poor Results
The personal finance media likes to celebrate people who have beaten the market – precisely because so few manage the feat. There is little mystery…
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From which account should I pay off my mortgage?
Many people want to pay off their mortgage. That begs the question, “From which account should I pay off my mortgage?” Making News……