Investments Questions

Hi Terry: What is your opinion of investing in the gold market?

With the purchase of E*Trade by Morgan Stanley, a merger will happen with my E*Trade account by September 1, 2023...

Hello Terry, I have an annuity started 8/2016 for $73,971. Guardian 200% guaranteed lifetime withdrawal. next 7% guaranteed is 8/16/2023...

I have about 10k invested in Tech and with the pending strike of UPS I think I should move it..

I’m turning 80 soon. My income is from Social Security, an Annuity and an IRA. My income is $3700 a..

Took your advice ( at the Beverly Arts Center) and consolidated 5 small annuities, some from fraternal organizations, into one..

I own Johnson&Johnson stock. They are asking me if I would like to exchange this stock for Kenvue common stock...

I am 70 and currently have $10k in a Black Rock account. I am wondering if you would suggest moving..

Hi Terry, I bought my girls stock over 20 years ago. I had the paper certificates and they are now..

Can I name my Living Trust as the beneficiary of the individual stocks that I own instead of renaming the..

I am retiring in 2 weeks. May I roll over my 401-K in to an IRA in Treasury Bills? I..

Thoughts on opening a ROTH for my teenage children? Do’s and don’ts?

My granddaughter will turn 18 in a week & has been working during her high school years. Tonight she ask..

Terry, even you suggest an s&p index fd and you saying s&p 500 stock MARKET index fd or s&p500 stock..

What is your opinion about Charles Schwab and TD Ameritrade

You have been touting the index 500 fund. Is this one preferrable to the total market index fund? If so,..

Hi! I am 55 years old & divorced. I only have about $2000 in savings. Just opened an IRA. Would..

What is 27 shares At&t corp bond be worth. Today and would it collect interest over time?

Terry, I have a 401K through my employer. It is split up into various funds up to 100% for a..

Hello Terry, I received 9 shares of Exxon Stock worth $500.00 from my employer PAYSOP in the early 90’s. It..