News & Posts...

Home » News & Posts

Moisand Fitzgerald Tamayo, LLC


Inflation, interest rates, Putin and your portfolio

By Dan Moisand | March 11, 2022
Read More

Will my tax return be processed quicker this year?

By Dan Moisand | February 14, 2022

Will my tax return be processed quicker this year? The 2021 tax filing season was the worst in memory. There was a slew of legislation creating Covid-related tax provisions that never existed before. Some of that legislation was passed late in the year leaving the IRS scrambling to adapt. This was very difficult given the…

Read More

Emotional investing can be costly

By Dan Moisand | January 14, 2022

Emotional investing can be costly  Emotional investing is inferior to evidence-based investing. It’s a belief of ours that comes up in the very first conversation we have with a prospective client and one we repeat often. Recent times reinforce our belief. In many ways, it has been a rough couple of years. There has been…

Read More

How to achieve and maintain financial independence

By Dan Moisand | December 15, 2021

How to achieve and maintain financial independence If you listen to a few famous success stories, you might get the idea that the best way to achieve financial independence is to start a tech company out of your garage. Who doesn’t like a good rags-to-riches story? Markets have been strong and as a result more…

Read More

What are the new RMD rules?

By Dan Moisand | November 15, 2021

Have RMD rules changed? Required Minimum Distributions (RMD) are back in 2021 after a one year COVID-related waiver in 2020.  No changes were made this year to the Required Minimum Distribution (RMD) rules for IRAs, 401(k)s, 403(b)s and other retirement accounts but changes are coming in 2022. To determine the RMD for a given year,…

Read More

How your tax rates can change

By Dan Moisand | October 14, 2021

How your tax rates can change As we enter the last part of 2021, Congress is debating a series of changes to the tax code. Whether you find the proposed changes disconcerting is largely a function of how the changes affect you specifically. From our perspective as advisors, changes in the tax code can alter…

Read More


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.