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Most Common Investing Mistakes
Most Common Investing Mistakes A recent conversation with the son of a client and a new college graduate prompted a question we decided to pose…
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Important tax changes for 2024
Important tax changes for 2024 Every year, there are changes to laws that affect our taxes. In our January newsletter, we outlined the new 2024…
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How can I get my tax information to my preparer securely?
How can I get my tax information to my tax preparer securely? Tax season is upon us once again, and if you use a professional…
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Do spikes in the national debt cause market crashes?
Do spikes in the national debt cause market crashes? It’s an election year. Hang on to your hats! Every four years, we hear from…
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Why true investors don’t worry about their portfolios on Election Day
Why true investors don’t worry about their portfolios on Election Day A recent study by asset management firm Janus Henderson indicated that half of…
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How do higher interest rates affect personal finances?
How do higher interest rates affect personal finances? The most obvious effects of higher interest rates are that savers earn more interest income and borrowers…
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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 Orlando, October…
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What do high valuation differences in the market mean for your portfolio?
What do high valuation differences in the market mean for your portfolio? One way to characterize stocks is by the ratio of its price to…
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Does stock-picking work?
Does stock-picking work? Stock-picking, the practice of selecting individual stocks to outperform the market, is far easier said than done. It is mathematically impossible for…
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Is there a downside to diversification?
Is there a downside to diversification? Which would you have rather owned A or B? A lost an average of almost 1% per year for…
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Moisand Fitzgerald Tamayo marks 25 years!
Moisand Fitzgerald Tamayo marks 25 years! 2023 marks the 25th anniversary of the founding of our firm. Reflecting back on these years brings a sense…
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What “The Sting” Can Teach Us About Scams
What “The Sting” Can Teach Us About Scams Key Points: Scams are being carried out in more sophisticated ways. Technology both protects us and makes…