Investments Questions

I am presently with Schwab I plan on opening a Roth IRA I have $7000 to invest either one lump..

I have a account with Schwab, I want to open an ROTH IRA, I have $7000 a year to invest..

I have substantial accounts with Morgan Stanley (the Silich Group in particular) which I have had for a long time...

Hi Terry, I want to rebalance my portfolio to a 40/60 mix. I am 74 years old. A few years..

Would you recommend buying ounces of gold or an ETF?

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,..