Investments Questions

I’m 65 and got a late start with retirement saving. I currently work for a large company with a 401(k)..

Hello Terry, 1. I’m 75 YO’s, I do have a Roth IRA. Can I sell several stock shares now, put..

what is your opinion on private credit as an investment tool.

Hi Terry, I am 68 years old and I have a few hundred thousand dollars in a 401k. I was..

I’m 65, involuntarily retired (laid off 10-1-24) and started SS 1-1-25. I listen to you on WGN radio and thus,..

Should I move most of my funds to the Money Market fund? I have Ameriprise. No penalty and safer, predictable..

Terry – I’m 61 years old and plan to retire in the next 3-4 years. I work for a large..

Hi Terry, I have some T-bills coming up for renewal in August, and I’m thinking about taking all or some..

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%..