Posts by Dan Moisand

How can I protect my portfolio from a post-election drop in stocks?

How can I protect my portfolio from a post-election drop in stocks? Concerned about how this election will come out? You are not alone. Unfortunately, the prevalence of negative campaigning can add to our angst and uncertainty. Fortunately, market history is clear – trying to maneuver a portfolio based on how an election proceeds and…

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How the SECURE Act affects retirement accounts

How the SECURE Act affects retirement accounts Several tax code changes were enacted when the SECURE Act (Setting Every Community Up for Retirement Enhancement Act) took effect on January 1, 2020. We thought it would be more valuable to spare our clients the chore of perusing the 1,770 page document covering the entire bill and…

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What to expect in a stock market recovery

What to expect in a stock market recovery There is an adage in sports, “Pressure is something you feel when you are not prepared.” While preparation does not eliminate all pressure, the sentiment holds truth. It is why coaches run drills and push players in practice. They do not want the pressures of competition to…

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Can I get money from my IRA tax free due to Covid-19?

Can I get money from my IRA tax free due to Covid-19? In response to the Covid-19 pandemic, the CARES Act changed several IRA and retirement plan rules for people of all ages. The Act allows qualified individuals to take distributions during 2020 of up to $100,000 penalty-free, but not tax-free, from their IRAs or…

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Orlando Financial Advisor Firm Named A Best Place To Work Again

Orlando Financial Advisor firm, Moisand Fitzgerald Tamayo, Named a 2020 Best Places to Work for Financial Advisers by InvestmentNews Orlando – April 27, 2020 – InvestmentNews has recognized Moisand Fitzgerald Tamayo, LLC as a 2020 Best Places to Work for Financial Advisers. Moisand Fitzgerald Tamayo (MFT) was chosen for the second time as one of…

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