Investments Questions

Thank you, for your information it is very helpful! I’m retired drawing from my 401k, i have 20% in money..

Retired 2 years Rolling over $210,000 401k held with Fidelity to another institution. Any thoughts on what to roll funds..

Should I go to Schwab or VanGuard and do the trades myself on line or with an an advisor there?

thoughts about equal weight funds , when or if are they appropriate to use

Our fee only fiduciary firm is switching from Schwab to SEI Investments for fund management – is that of any..

Hi Terry, I plan on Retiring in a few months at the end of June or early July 2025.I am..

Hi Terry, I was just contacted by Vanguard about investing my Roth IRA. I did not know that was possible,..

I have inherited $500K from sale of paternal properties, which is in a money market account earning 4% APY. I..

If I sell some stock, how much taxes will I have to pay?

Hi.. I am the first time to invest in annuities with $50/week. I am 59 year old.. can you help..

I’ve been an investor with my head in the sand. I meant to move my small amount $$$ into Treasury..

I am 76 and retired. I had $130k in my 401k prior to the stock market drop. I lost 10%..

Can you advise options to purchase gold and where?

As a current retiree, should I move my investments during this uncertain period for the stock market? If the market..

Are bonds safe to invest right now

Hi Terry what are your thoughts on buying silver and gold at this time? If yes, can you recommend a..

Where would you invest $10,000 for 5 years?

Dear Terry, This is my first investment, I have Exxon and I don’t know if I should sell or hold...

Now retired, he recently spoke about thinking and investing long term now that he is retired. My takeaway is he..

The price of gold in now over $3100 reflecting the value of the dollar is roughly down 30% in the..