Investments Questions

Hi Terry, My husband has Dementia, and so a couple of years ago I took over the family finances. Because..

For many years my 401K sent a notification of what the ticker symbols are for each available choice. They stopped..

I automatically reinvest all dividends (and capital gains). If this reinvestment occurs within 30 days of a captured loss, is..

What opinion does your friend Doctor Bob have about the 2024 stock market and economy in general? Thank you very..

2 questions…..once out of TSP……can a retired employee get back in? Also, What can i tell my current financial planner..

My IRA is at the highest amount ever. I am 71. Should I sell it and put in money market,..

I have $5k available and I do not want to waste it. How / where should I invest it? How..

Terry, my employer was bought out and a new 401 k plan is being offered. I have been funding my..

Am 77 years old. Have $5,000-10,000. Want to invest in an S&P mutual fund. Do not expect to need the..

Two questions: 1.) how do you buy and sell stocks, on an app on the phone or a brick &..

I have been buying municipal bonds from Fidelity for years. I entered and ordered the other day. They re-priced the..

Is investigating in the “basket” option from fidelity a smart choice for a beginner?

my wife and i are retired. both about 70 we have about 350,000 to invest. are a series of cds..

How do I find biblical responsible investments and how do I know I f what I’m invested in now is?

How can I find out expense ratio on funds. I have index Vanguard S&P, small cap, large cap etc. I..

Hi Terry Ten years ago I opened a mutual fund that is tax inefficient and has historically distributed high capital..

Is there a rule of thumb that relates to buying/selling mutual funds in the last quarter of the year? Thank..

Hi Terry Heard you on the radio today. Thanks for taking time to help the rest of us. Regarding Bonds……..

I’m retired 8 years, stock of course has been up/down, within the last couple months has gone down usd20.00 share...

Listen to you often, just on 60 minutes. Looking for your thoughts. Changed 2 years ago from Edward Jones to..