Ask Terry Questions What should I invest in?

What should I invest in?

By Terry Savage on January 20, 2019 | Investments

I am 64 1/2 years young. I have opened an account with Fidelity. It is an IRA Account. Before I diversify, is there any account or accounts I should be looking at before I speak to my broker?

Terry Says

Wait! If you open an account at FIDELITY you don’t use a broker!  Go directly to them.  They will advise.  You certainly don’t want ALL your money exposed to the stock market at this age, so I would suggest a significant portion in their Equity-Income fund, and some in a money market fund.  They will be happy to advise — for free!

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