Answered on December 10, 2017

My first question was the other day what was the name of the website for people that can invest with…

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Answered on November 25, 2017

Hello Terry. I am new to your site but not new to listening to you. Are commercial mortgage bridge…

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Answered on November 21, 2017

Hi, Terry. I have a Roth IRA with Vanguard worth around 19k, a rollover IRA with TR Price – $89k.

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Answered on November 9, 2017

Loved your article on the risks involved and reasons “bonds” are not always safe. My CFP has 30%…

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Answered on October 27, 2017

I believe it was you some time ago that mentioned a person that had a web site for annuities where…

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Answered on October 26, 2017

I’d received stocks from an Australian company as part of my compensation package, years ago. 5…

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Answered on October 23, 2017

I was told by my financial planner there is a 1.5 % charge for investment into diversified funds for…

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Answered on October 22, 2017

Age 69 1/2 I plan on working for 3-4 years more should you move a large amount of investment to cash…

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Answered on October 17, 2017

I am a retired conservative and by choice passive investor. On your recommendation I have…

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Answered on September 26, 2017

Hi Terry, loved you for years! I left an employer that I worked for seven years and I left my…

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