Investments Questions

My work does not tell me what my profit sharing is invested in. Why don’t they tell me and are..

Hi, Terry! I’m looking at the Fidelity Advisor Floating Rate High Income Fund (FFRHX). It is currently paying a 7.50%..

Hi Terry, I would like your opinion I am considering converting my 401(k) and my wifes403, which is approximately 1.4..

I’m 71. I have a 401K plan from a previous employer. Business was sold and new owner will not contribute..

I have a little over 110,000 dollars in Amazon with a profit of 25.000 . should i sell 25.000 of..

I have a bond fund that has never made any money but has gone down. I did this for safety.,..

I want to transfer a mutual fund account assets directly into a different mutual fund account held at a different..

Hi Terry: What is your opinion of investing in the gold market?

With the purchase of E*Trade by Morgan Stanley, a merger will happen with my E*Trade account by September 1, 2023...

Hello Terry, I have an annuity started 8/2016 for $73,971. Guardian 200% guaranteed lifetime withdrawal. next 7% guaranteed is 8/16/2023...

I have about 10k invested in Tech and with the pending strike of UPS I think I should move it..

I’m turning 80 soon. My income is from Social Security, an Annuity and an IRA. My income is $3700 a..

Took your advice ( at the Beverly Arts Center) and consolidated 5 small annuities, some from fraternal organizations, into one..

I own Johnson&Johnson stock. They are asking me if I would like to exchange this stock for Kenvue common stock...

I am 70 and currently have $10k in a Black Rock account. I am wondering if you would suggest moving..

Hi Terry, I bought my girls stock over 20 years ago. I had the paper certificates and they are now..

Can I name my Living Trust as the beneficiary of the individual stocks that I own instead of renaming the..

I am retiring in 2 weeks. May I roll over my 401-K in to an IRA in Treasury Bills? I..

Thoughts on opening a ROTH for my teenage children? Do’s and don’ts?

My granddaughter will turn 18 in a week & has been working during her high school years. Tonight she ask..