Ask Terry Questions Company Stock Sell or Keep

Company Stock Sell or Keep

By Terry Savage on November 14, 2023 | Investments

I’m retired 8 years, stock of course has been up/down, within the last couple months has gone down usd20.00 share. Should I hold on till next year to possibly sell then for the 2024 tax year.
Had this stock since 1997, when they went public. Was thinking of getting T-bills or 12 mo. CD…
Have presently usd37K in stock.

Terry Says

This is a tough question to answer without knowing a LOT more about your financial situation — other assets, debts, living expenses, etc — not to mention the analysis of the future of this specific company.
For that you need a fee-only FIDUCIARY financial planner –at least one meeting to go over your full situation.
Find someone you can trust at



a personal
finance question