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

By Dan Moisand | November 15, 2019

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

By Dan Moisand | November 5, 2019

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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Avoiding financial scams

By Dan Moisand | October 14, 2019

Avoiding Financial Scams People are concerned about cybersecurity and avoiding financial scams. This is of little wonder considering the headlines about data breaches and the rapidly changing technology. The explosion of digital communication has changed the medium but really hasn’t changed the techniques scam artists use. We invest a great deal of time, money, and…

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What does an inverted yield curve mean for your investments?

By Dan Moisand | September 16, 2019

What does an inverted yield curve mean for your investments? The short answer to this question is “almost nothing.” The longer answer is because our clients’ portfolios are well constructed, clients can use this episode to gain more confidence knowing they will make good decisions whenever bad markets arise. What is an inverted yield curve? Most…

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Should I buy or sell foreign stocks given today’s conditions?

By Dan Moisand | August 13, 2019

Should I buy or sell foreign stocks given today’s conditions? Today’s Q&A combines two related questions into one, “Should I buy or sell foreign stocks given today’s conditions?” The first question is from Lou, “I see that the PE ratios on foreign stocks are a lot less than with U.S. stocks. Should I be buying…

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Will the election cause a market crash?

By Dan Moisand | July 12, 2019

Will the election cause a market crash? On June 18, no one in our Orlando office came to work. They didn’t go on strike or play hooky – their absence was planned. Why would we not have anyone in the office? Because we were encouraged to stay away from downtown due to the increased traffic…

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