Investments Questions
Zero coupon Treasury notes
Terry, can you tell me the difference between treasury notes and 0 coupon treasury notes ? I already have an..
bonds
Terry I hear you speak of treasury bonds often what is your opinion about government agency bonds for retirement income
AI stocks
What’s the best AI stock to buy right now? My spouse and I Are both retired at 55 with a..
Investment
I have twenty thousand dollars to invest and I want to know my options
Financial advisors
Would you recommend using a financial advisor at Fidelity?
401K Rollover
Hello Terry, I am 51 years old and and currently work at a public school in Illinois. I used to..
Municipal Bonds
Our tax man suggested looking into municipal bonds as we paid too much in taxes from CD’s in 2023. What..
Broker Transfer, then Sale, changed to STG rather than LTG
Hi Terry! I’ve had some shares of IBM for nearly 30 years, both paper and electronic certificates. I consolidated everything..
Stocks — Terry says Don’t let this mess happen to you!
My husband and I own approximately $16000 worth of various stocks some held by the company and some in certificates...
Goverment TSP funds
Hi Terry, Love your column in the Sunday edition of the Sentinel, here in Orlando. I would like to know..
IRA — Regular or Roth?
I’ll be 73 in December and must take RMD’s from my 403b’s. I think I’ll put the funds into a..
retirement savings
Good Morning Terry, We have almost all of our retirement savings in an IRA with one investment firm. We are..
What to do with multiple 401K accounts
I am 68.6 years of age and considering retirement by the end of 2024. I’m still working full time. I..
Investment adviser
My investment advisor indicates he does not charge me to invest in their specific funds. How does financial advisors make..
Amazon stock or TBills
We have a some Amazon stock. We are thinking about selling it and buying Treasury bills. Is this a good..
Investments that I have maintained over my employment
Should I do a rollover of my investment accounts into ONE investment? I am reaching 70 years old and will..
Nvidia
I have 4700shares of Mobil Exxon stock and thinking of taking out $100.000 and buying Nvidia stock . Good idea..
T Bills versus I Bonds
I am in the fortunate position to earn too much to be allowed to contribute to a ROTH IRA. I..
Investment AI 2.0
What are some of the top Investments and how do you invest with people you trust I want to look..
children Investing
In your 8/10/202 article you were high on Stockpile. They now charge a $5 monthly fee. I want to give..