Investments Questions

IS IT SAFE TO USE PUBLIC.COM FOR INVESTMENTS, WHICH IS ON-LINE? I ALWAYS WORRY ABOUT GIVING PERSONAL INFORMATION (SS#, BANK..

Hi Terry, I know the old 60/40 retirement thesis has gone away. But I’m15 years prior to retiring, what should..

I have about 217K invested in Muni bonds. 2 years ago I invested with Edward Jones @ 250K and its..

Hi Terry, I have an S&P 500 type fund in my brokerage account. In my IRA, I have total bond..

Good day. I need a bit of wisdom. I currently have a mortgage balance of $185,000 at 2.99% (30yr fix)..

My tax shelter investments follow a simple format of Index funds of total market stock & bond mutual funds. Understanding..

Terry, how can financial advisers advertise income growth even in down markets? Are they selling an annuity type investment? Is..

I have a 403b from previous employment over twenty years ago. I am 51 years old. I am interested in..

My work does not tell me what my profit sharing is invested in. Why don’t they tell me and are..

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..