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Moisand Fitzgerald Tamayo, LLC
What 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…
Read MoreOverlooked aspects of Roth accounts
“Tax free earnings”- that sure has a nice ring to it! Roth IRAs and Roth…
Read MoreWhat happens to my IRA money after I die?
What Happens to My IRA Money After I Die? Making News… We produce regular Q&A…
Read MoreHow to invest for your goals – not for headlines
We have long been advocates of diversification and deploying a portfolio beyond the stocks of…
Read More3 ways to avoid probate
December 2014 One of the most frequently asked estate planning questions we get from clients…
Read MoreShould I convert to a Roth IRA?
Making News… We produce regular Q&A columns for Florida Today and MarketWatch, a personal finance website of the Wall…
Read MoreUnderstanding capital gain distributions
Capital gain distributions can make a difference to the bottom line of mutual fund investors.…
Read MoreWill a stock market correction ruin my financial plan?
September 2014 “With the stock market at an all-time high, a devastating correction is imminent.”…
Read MoreHow to stay happy in retirement
Making News… We produce regular Q&A columns for Florida Today and MarketWatch, a personal finance website of the Wall…
Read MoreNew office in downtown Orlando
Moisand Fitzgerald Tamayo has a new Orlando office After 15 years in Maitland, we are…
Read MoreHow to prevent identity theft
Are you doing all you can to prevent identity theft? A few simple steps can…
Read MoreShould I drop my life insurance?
June 2014 Many retirees do not need life insurance but that doesn’t mean they should…
Read MoreWho gets my money when I die?
Making News… We produce regular Q&A columns for Florida Today and MarketWatch, a personal finance…
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Which presidential candidates will be good, or bad, for the markets?
We should all treasure our right to vote and exercise that right with great…
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