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Tax-smart charitable giving
Tax-Smart Charitable Giving Our clients are generous, and their charitable giving reflects their generosity. We love the opportunity to help clients reach their philanthropic goals…
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How can I protect my portfolio from a post-election drop in stocks?
How can I protect my portfolio from a post-election drop in stocks? Concerned about how this election will come out? You are not alone. Unfortunately,…
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How the SECURE Act affects retirement accounts
How the SECURE Act affects retirement accounts Several tax code changes were enacted when the SECURE Act (Setting Every Community Up for Retirement Enhancement Act)…
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What to expect in a stock market recovery
What to expect in a stock market recovery There is an adage in sports, “Pressure is something you feel when you are not prepared.” While…
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Can I get money from my IRA tax free due to Covid-19?
Can I get money from my IRA tax free due to Covid-19? In response to the Covid-19 pandemic, the CARES Act changed several IRA and…
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Orlando Financial Advisor Firm Named A Best Place To Work Again
Orlando Financial Advisor firm, Moisand Fitzgerald Tamayo, Named a 2020 Best Places to Work for Financial Advisers by InvestmentNews Orlando – April 27, 2020 –…
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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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How filing your 2019 tax return can affect your stimulus check
File now or in July? The recently passed CARES Act includes a provision to send stimulus checks to eligible Americans and their dependents. Eligibility for…
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Why and how markets recover
Why and how markets recover Why the stock market has always recovered Since cases of Covid-19 have spread and panic has struck financial markets around…
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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…
