News & Posts...

Home » News & Posts

Moisand Fitzgerald Tamayo, LLC

MFT ICON BLK
Staff of top fee-only financial planner firm Moisand Fitzgerald Tamayo

Moisand Fitzgerald Tamayo, LLC named to list of America’s top 250 independent financial planning and wealth management firms by Forbes

By Dan Moisand | November 22, 2024

FOR IMMEDIATE RELEASE Moisand Fitzgerald Tamayo, LLC named to list of America’s top 250 independent…

Read More
Amy Moline, Realtor

What are the new rules about how real estate agents get paid?

By Dan Moisand | November 14, 2024

What are the new rules about how real estate agents get paid? While both buyers…

Read More
tax increase graph

Will higher taxes hurt stocks? 

By Dan Moisand | October 14, 2024

Will higher taxes hurt stocks?  The proposal to raise taxes in some capacity arises in…

Read More
clashing political parties image

Six misconceptions about the deficit and national debt

By Dan Moisand | September 13, 2024

Six misconceptions about the deficit and national debt As we head toward the election, one…

Read More
Tommy Lucas, fee-only Financial Advisor

What is gain harvesting?

By Dan Moisand | August 14, 2024

What is gain harvesting? “Gain harvesting” refers to the practice of selling a holding for…

Read More
retirement hecklist

Non-financial questions to consider before retirement

By Dan Moisand | July 12, 2024

Non-financial questions to consider before retirement The decision to retire is clearly predicated on one’s…

Read More
election season graphics

The election and your investments

By Dan Moisand | June 14, 2024

The election and your investments The season many in our county dread is upon us.…

Read More
Dan Moisand speaking

When does the 60-day period for IRA rollovers start?

By Dan Moisand | May 15, 2024

When does the 60-day period for IRA rollovers start? Today’s question comes from Mike in…

Read More
Staff of top fee-only financial planner firm Moisand Fitzgerald Tamayo

Most Common Investing Mistakes

By Dan Moisand | April 15, 2024

Most Common Investing Mistakes A recent conversation with the son of a client and a…

Read More
Saving for retirement

Important tax changes for 2024

By Dan Moisand | March 14, 2024

Important tax changes for 2024 Every year, there are changes to laws that affect our…

Read More
Kevin McDermott, CPA Headshot

How can I get my tax information to my preparer securely?

By Dan Moisand | February 15, 2024

How can I get my tax information to my tax preparer securely? Tax season is…

Read More
graph of market return vs debt to GDP ratio

Do spikes in the national debt cause market crashes?

By Dan Moisand | January 12, 2024

 Do spikes in the national debt cause market crashes? It’s an election year. Hang…

Read More
Calendar highlighting election day

Why true investors don’t worry about their portfolios on Election Day

By Dan Moisand | December 14, 2023

 Why true investors don’t worry about their portfolios on Election Day A recent study…

Read More
Dan Moisand at White House

How do higher interest rates affect personal finances?

By Dan Moisand | November 13, 2023

How do higher interest rates affect personal finances? The most obvious effects of higher interest…

Read More
Staff of top fee-only financial planner firm Moisand Fitzgerald Tamayo

Moisand Fitzgerald Tamayo, LLC named to list of America’s top 250 independent financial planning and wealth management firms by Forbes

By Dan Moisand | October 27, 2023

FOR IMMEDIATE RELEASE Moisand Fitzgerald Tamayo, LLC named to list of America’s top 250 independent…

Read More
Charlie Fitzgerald speaking at the University of Florida

What do high valuation differences in the market mean for your portfolio? 

By Dan Moisand | October 12, 2023

What do high valuation differences in the market mean for your portfolio?  One way to…

Read More
Stock-picking graphic

Does stock-picking work?

By Dan Moisand | September 14, 2023

Does stock-picking work? Stock-picking, the practice of selecting individual stocks to outperform the market, is…

Read More
Charles E. Fitzgerald, CFP with Moisand Fitzgerald Tamayo

Is there a downside to diversification?

By Dan Moisand | August 14, 2023

Is there a downside to diversification? Which would you have rather owned A or B? …

Read More
2019 Trailblazer Impact Award

Moisand Fitzgerald Tamayo marks 25 years!

By Dan Moisand | July 14, 2023

Moisand Fitzgerald Tamayo marks 25 years! 2023 marks the 25th anniversary of the founding of…

Read More
Scam Alert warning sign

What “The Sting” Can Teach Us About Scams

By Dan Moisand | June 14, 2023

What “The Sting” Can Teach Us About Scams Key Points: Scams are being carried out…

Read More
Casandra Garrett, CFP with Moisand Fitzgerald Tamayo

When are Roth IRA distributions taxable?

By Dan Moisand | May 15, 2023

When are Roth IRA distributions taxable? From Ken in Satellite Beach: I thought once you…

Read More
Staff of fee-only financial planners Moisand Fitzgerald Tamayo

Managing risk

By Dan Moisand | April 14, 2023

Managing risk Some of you may have been concerned about the recent failure of Silicon…

Read More
Kevin McDermott, CPA Headshot

What you need to know about tax extensions and new tax rules

By Dan Moisand | March 3, 2023

What you need to know about tax extensions and new tax rules Many taxpayers will…

Read More
fee-only financial advisor Orlando

Was “Always be diversified” the most important lesson from 2022?

By Dan Moisand | February 13, 2023

Was “always be diversified” the most important lesson from 2022? 2022 presented several useful investing…

Read More

WANT TO KNOW WHEN WE POST NEW MATERIAL?

As a Sanctuary From The Noise®, we only post information we believe timely and important to the long term financial success of our clients. Follow us to receive emails - no more than once a month - about new posts.

We keep your information private and make stopping our emails as easy as starting them.

Something went wrong. Please check your entries and try again.