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Why many investment managers deliver poor results
Moisand Fitzgerald Tamayo, LLC Again Named an Elite Firm by the Financial Times: We are pleased to share that for the second straight year, the…
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Moisand Fitzgerald Tamayo, LLC Named One of America’s Elite Firms by the Financial Times, Again
Orlando Fee-only Financial Planning and Wealth Management Firm Recognized for Its Investment Advice Operations FOR IMMEDIATE RELEASE June 27, 2017 (Orlando, FL) – The Financial…
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How to avoid gift taxes
How to avoid gift taxes We have received several inquiries this year from clients who want to make a financial gift to a family member…
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Are ETFs any good?
Exchange Traded Funds (ETFs) receive a lot of coverage from the press covering markets but are ETFs any good? Making News… We frequently produce Q&A…
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Assessing the “Trump Bump” – What to Do Now
Assessing the “Trump Bump” – What to Do Now Recently, several clients have called to ask something like, “The markets have run up a lot.…
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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…