Ask Terry Questions Selling Vanguard Energy Fund

Selling Vanguard Energy Fund

By Terry Savage on November 21, 2022 |

Because the price of Vanguard’s Energy Fund has risen due to the shortage of energy in the world, would this be a good time to sell our shares of this fund? We are retired.

Thank you.

Terry Says

That’s a tough question to answer completely out of context! I have no idea what other investments you have, what need for income, how much risk you can tolerate. So if you don’t have an advisor you can trust, I suggest you reach out to find a fee-only FIDUCIARY advisor at Wealthramp.com. This link will take you to the place on my website that explains how this works. You will be connected to someone who you can trust — and who will review your entire financial situation, including retirement income needs and estate planning.

The very fact that you would ask this question out of the blue leads me to believe you could benefit from a conversation about your overall financial picture.

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