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Should 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 Street Journal, as well as pieces for Financial Advisor magazine, the Journal of Financial…
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Understanding capital gain distributions
Capital gain distributions can make a difference to the bottom line of mutual fund investors. The newspaper says fund A made X% while fund B…
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Will a stock market correction ruin my financial plan?
September 2014 “With the stock market at an all-time high, a devastating correction is imminent.” This is a common warning these days that has some…
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How 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 Street Journal, as well as pieces for Financial Advisor magazine, the Journal of Financial…
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New office in downtown Orlando
Moisand Fitzgerald Tamayo has a new Orlando office After 15 years in Maitland, we are moving our Orlando area office. Starting August 1st, we occupy…
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How to prevent identity theft
Are you doing all you can to prevent identity theft? A few simple steps can help. The term “identity theft” encompasses a variety of activities…
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Should I drop my life insurance?
June 2014 Many retirees do not need life insurance but that doesn’t mean they should automatically drop their policies. During your working years, your family…
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Who gets my money when I die?
Making News… We produce regular Q&A columns for Florida Today and MarketWatch, a personal finance website of the Wall Street Journal, as well as pieces…
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Are investors fleeing stocks?
April 2014 At any given point, there are things that could move markets significantly. Events in Ukraine come to mind currently. What is happening there…
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Investment philosophy: The first step to success
March 2014 – Investment philosophy: The first step to success. Many struggle to have a successful investment experience. Committing to a sound investment philosophy is key to…
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When should you file for Social Security?
Making News… We produce regular Q&A columns for MarketWatch, a personal finance website of the Wall Street Journal and Florida Today as well as columns…
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How will rising interest rates affect your investments?
Interest Rates and Bond Prices Markets are highly complex and interest rates do not always affect investments the way pundits speculate they will. However, with…