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Investments Questions


I have over 100,000.00 in a stock market account. It’s done well but I would like it to do more..

Fiduciary Shares VS Class A or Class C in AMERICAN FUNDS

My tax advisor/CPA has proposed moving my two American Fund accounts (one IRA and one Joint Investment), which are a..

teenager opening a Roth

Hi Terry! My 16-year-old son started his first job and I was advised that I should consider having him opening..

Retirement 401K transfer

I have retired and need to transfer my 401K to an IRA. In your opinion, who has the better performing..

Your projection on stocks in 3rd and 4th quarters

Your projection on the stock market for the 3rd and 4th quarters

Recommended Investments for a Teen

My grandson just graduated from 8th grade and told me he would like to use some of his graduation money..



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