Investments Questions

Hi, Terry! I’m looking at the Fidelity Advisor Floating Rate High Income Fund (FFRHX). It is currently paying a 7.50%..

Hi Terry, I would like your opinion I am considering converting my 401(k) and my wifes403, which is approximately 1.4..

I’m 71. I have a 401K plan from a previous employer. Business was sold and new owner will not contribute..

I have a little over 110,000 dollars in Amazon with a profit of 25.000 . should i sell 25.000 of..

I have a bond fund that has never made any money but has gone down. I did this for safety.,..

I want to transfer a mutual fund account assets directly into a different mutual fund account held at a different..

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..