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Moisand Fitzgerald Tamayo, LLC
Non-financial questions to consider before retirement
Non-financial questions to consider before retirement The decision to retire is clearly predicated on one’s…
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The election and your investments
The election and your investments The season many in our county dread is upon us.…
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Most Common Investing Mistakes
Most Common Investing Mistakes A recent conversation with the son of a client and a…
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Important tax changes for 2024
Important tax changes for 2024 Every year, there are changes to laws that affect our…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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? …
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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…
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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…
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When are Roth IRA distributions taxable?
When are Roth IRA distributions taxable? From Ken in Satellite Beach: I thought once you…
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Managing risk
Managing risk Some of you may have been concerned about the recent failure of Silicon…
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What you need to know about tax extensions and new tax rules
What you need to know about tax extensions and new tax rules Many taxpayers will…
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Was “Always be diversified” the most important lesson from 2022?
Was “always be diversified” the most important lesson from 2022? 2022 presented several useful investing…
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Everyone is a temporary owner of their assets
Everyone is a temporary owner of their assets We have all heard the adage,…
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How inflation may reduce your tax bill for 2023
How inflation may reduce your tax bill for 2023 Thanks to inflation, reducing your tax…
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How do I make charitable donations from my 401(k)?
How do I make charitable donations from my 401(k)? Direct donations from a 401(k) to…
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The latest from Washington, D.C.
Before we get to the personal finance related happenings from Washington D.C., we wanted…
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Does it matter if we go into a recession?
Does it matter if we go into a recession? Key Points: Determining when an…
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When does the 60-day period for IRA rollovers start?
When does the 60-day period for IRA rollovers start? Today’s question comes from Mike in…
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