Investments Questions

Hello Terry…my adult daughter went to an investment advice appointment at a local Fidelity office. She was told she could..

We are currently with Edward Jones and have been advised to sell some of our stocks in CAT because they..

I read and listen to you often, especially when it comes to retirement. I’m 72 in Feb, thinking seriously about..

we recently sold some real estate and have some cash to invest, what would be your best surggestion?

Hi Terry. I have $900,000 in a Vanguard IRA Money Market Account . I am 71 and starting to think..

Hi Terry, I have an IRA that I took when retired. No debt and all investments with Edward Jones that..

I need advice as to whether I should start withdrawing from my former employer’s 401K to put the money in..

Hi Terry; I have my investment management consultant (J.P. Morgan/Chase) advising that I cannot reduce my 70% stock (30% bond/cash)..

With tech stocks dominating the markets and weakening diversification, I am concerned about my Vanguard Wellington funds. Is there a..

How do I obtain the IRS form 4547?

Are your books a starting point for a young man (13) to learn about the financial market? If so, what..

My husband is a retired 75 year old Postmaster. He has a Thrift plan that he is now taking yearly..

I’m 57 with ~$500K concentrated in AAPL and BRK-B (significant embedded gains). An advisor suggested Direct Indexing over 5 years..

I am still working at almost 69, have a diverse but stock heavy portfolio, and a net worth in the..

Having some highly appreciated tech stocks, I have heard that it poses risk, and an undiversified portfolio (this is an..

Good morning, I bought United Airlines stock in 2020 and have received a substantial capital gain of over $100k. Is..

What is the quickest way to find the current interest paid on zero-coupon U.S. Treasury Bills?

My daughter just graduated as a Speech language pathologist. She already has a job offer 72 thousand with a 401..

What is your current opinion on using TIPS in an IRA? It currently looks like 30 year TIP yields in..

Hi Terry, in my SEP account one of my stocks (Hologic) went private. I now have $400,000 in cash from..