Mutual Funds

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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Decision making in the face of uncertainty

Decision making in the face of uncertainty When markets rise or fall ten percent in a day and your account values oscillate by thousands of dollars along with those shifts, it is easy to become concerned about short term market behavior. Concern would be a perfectly normal reaction. However, what you do with your concern…

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Why and how markets recover

Why and how markets recover Why the stock market has always recovered Since cases of Covid-19 have spread and panic has struck financial markets around the world, we have repeatedly pointed out the simple fact that stocks have always recovered. Today, we want to provide background on why markets have always recovered and what those…

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Can I buy real estate in my IRA?

Can I buy real estate in my IRA? You cannot buy a personal residence in your IRA but you can buy other properties. For most people, it is either not practical or not a good idea. Here a few of those reasons: If the rules are not followed properly and a “prohibited transaction” occurs, the…

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Can I convert a 401(k) to a Roth IRA?

Can I convert a 401(k) to a Roth IRA? Before we look at whether you can convert a 401(k) to a Roth IRA, it is important to consider if a conversion to any type of Roth account is wise in the first place. When you convert to a Roth account, usually all of the amount…

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Moisand Fitzgerald Tamayo wins prestigious national award

Moisand Fitzgerald Tamayo Recognized by Schwab Advisor Services with 2019 Trailblazer IMPACT AwardTM   November 4, 2019 – (Orlando) – Moisand Fitzgerald Tamayo, LLC was honored today by Schwab Advisor Services with the 2019 Trailblazer IMPACT AwardTM. The firm was recognized for its efforts to improve the quality of advice, raise the bar for ethics…

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