Investments Questions
Establishing personal mutual fund account
Is it possible to set up your own account with a mutual fund company such as Fidelity Investments and pick..
Temporary market protection?
Terry, since no one really knows what will happen with the market after this election, is there a way to..
How should my elderly Aunt invest her savings at Fidelity?
Hi Terry- My Uncle recently passed away and my Aunt has just under $200,000 from his life insurance. What is..
International Stock Index Allocation
Hi Terry – my wife and I self manage a 70/30 index fund based portfolio and are 56 yo planning..
Investment
Hi Terry i have about$ 5,000 to $7,500 to invest. I don’t have any debt except for a few credit..
Berkshire Hathaway Stock holdings
Hello Terry, If I own Berkshire Hathaway Class B Stock, it it smart or no so smart to also own..
S&P 500 Fund vs. Total Market Fund for a brokerage account.
Terry, I’m looking to open a brokerage account. Which would you recommend: An S&P 500 Fund or a Total Market..
Short term industrial bond funds
Good morning, Terry I’m thinking it was two weeks ago probably 21 August 2024 when you were with John Williams,..
Gold — how to buy
How do you feel about buying gold? Can you recommend a company to buy gold?
401k investments
I have $65k in my 401 with 95% in stocks divided between large and small cap funds I’m retired and..
Bond Funds
I am retired and have my IRA with Vanguard. About half is in Total Stock index funds (US and international)..
IRA Money
Need your help! In light of what is happening in the stock market, we are afraid of losing our savings!..
Planner & investment returns
Terry, I like reading your columns as they are very interesting and informative. I have searched for a planner in..
IRA — How to get started
Hi, I wanted to know is it too late for me to invest in a (IRA ) I’m 56 yrs...
Should I combine investment accounts ?
My younger brother recently passed away. My older brother and I are beneficiaries of his estate. He had an investment..
403B TIAA Cref
I have $75,000 sitting in a TIAA Cref 403B account, and it’s been sitting there for 14 years. When I..
Investing
My daughter is 21 and would like to start investing her money. What would be the best option for her..
Gold needed,?
Good afternoon Terry. I’ve been trying to figure out how to purchase Gold or is a Gold Stock as Good..
First time investing
Single, age26, no debt, employed, minimalist, granddaughter would like to begin investing. She thinks she would have $150-175/month ‘chicken feed’...
Are High Quality Leveraged Funds Safe Investments?
I am retired. I have high quality leveraged funds, making a decent return. As they are leveraged, I am wondering..