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Moisand Fitzgerald Tamayo, LLC
Looking Back at 2016 and Forward to 2017
Looking back at 2016: A Year to Remember Donald Trump is going to be president…
Read MoreHow We Show Our Undivided Loyalty to Our Clients
Fee-only financial advisor and fiduciary for all clients at all times As a fee-only financial…
Read MoreWhy Charitable Giving from Your IRA is Tax Smart
IRAs can be great for accumulating funds for retirement but distributions often cause taxation.…
Read More4 Common Causes of Investor Disappointment
As we have taken on new clients over the years, many have come to…
Read MoreCybersecurity: What You Need to Know
When a reporter asked renowned bank robber, Willie Sutton, why he robbed banks, Sutton…
Read MoreDoes your estate plan need more than just a will?
Does your estate plan need more than just a will? Many people think estate planning…
Read MoreWhat Moisand Fitzgerald Tamayo Thinks About the Brexit Vote
Before we get into what Moisand Fitzgerald Tamayo thinks about the Brexit vote, we…
Read MoreMoisand Fitzgerald Tamayo, LLC Named One of America’s Elite Firms by the Financial Times
Financial Times Names Moisand Fitzgerald Tamayo, LLC One of America’s Elite Investment Advisor Firms FOR…
Read MoreWhy Many Mutual Fund Investors Get Poor Results
The personal finance media likes to celebrate people who have beaten the market – precisely…
Read MoreFrom which account should I pay off my mortgage?
Many people want to pay off their mortgage. That begs the question, “From which…
Read MoreWhat if this is a “bad” time to invest?
What if this is a bad time to invest? There are many things happening…
Read MoreWhich presidential candidates will be good, or bad, for the markets?
We should all treasure our right to vote and exercise that right with great…
Read MoreWhat are you telling nervous clients to do now?
With the world’s stock markets having a rough start to 2016, the most common…
Read MoreWhy stay in one fund when another is performing better?
For the last few months, the dominant story in the financial media was predicting…
Read MoreWhy rebalancing can help when markets decline
Markets are quick to react to change and current events causing them to rise and…
Read MoreMajor changes to Social Security: How do they affect you?
Making News… We produce regular Q&A columns for Florida Today and MarketWatch, a personal finance website of the Wall…
Read MoreShould I be concerned about recent market behavior?
Major market related news this quarter included the increased volatility of stocks in reaction to…
Read MoreWhy investng in global markets is important
In times of calm, the rationality of a prudent, long term strategic plan is pretty…
Read MoreIs it better to leave a 401(k) account with a former employer or roll it over to an IRA?
Making News… We produce regular Q&A columns for Florida Today and MarketWatch, a personal finance website of the Wall…
Read MoreInvestments to avoid when interest rates rise
We proactively seek out the best investment vehicles for our clients’ portfolios. To spur…
Read MoreCan you count on Social Security?
Many times in life, we find ourselves riled up about a rumor we hear which…
Read MoreCan I just live off interest?
Making News… We produce regular Q&A columns for Florida Today and MarketWatch, a personal finance website of the Wall…
Read More6 Tax Planning Strategies for Better Investment Returns
A mistake we see prospective clients make is not spending enough time tax planning. Their…
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Can I contribute to an IRA?
IRAs can be great for accumulating funds for retirement and knowing the rules can give…
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