Investments Questions

My nephew has $20,000 in his savings account. It is the only money he has and he wants to invest..

I have moved a large amount of my IRA investment into treasury to protect IRA value but not sure this..

Hi Terry, Thank you for this! I am retiring 4/30/27. I have always invested in low-cost socially and environmentally responsible..

Hello Terry, I retired a few months ago, where can I move my 401k , without being taxed to the..

Should I close my mutual fund account and put my money in a money market?

when my husband retires we were thinking of rolling over his 401K to an IRA where we could buy all..

Hello Terry thank you for your wonderful columns answers and expertise anyway I just turned 70 and I guess what..

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..