Investments Questions

We are currently with USAA Private Client which charges .002 welt Last year we paid 4200 and in 2021 paid..

Would like your input on investing IRA money or Cash in Drone Stock…any recommendations?

Hi Terry, I put $20K (2 x $10K) of “chicken money” into Bonds a couple of years ago, looking for..

How many days do I have to take money from an IRA and move it to a new IRA? Or..

I am 60 years old. I have a managed fund, inherited, that has lost money and has fees associated with..

Hi Terry, I’m not one for “timing the market” but I so vividly remember what happened to the markets during..

Hi Terry, I have a Roth IRA with Schwab that includes SCHD. I wanted to ask if it would be..

I have money to invest and wonder if this is a good time to invest in bonds and what are..

Hi Terry, I have an IRA and a managed account at Charles Schwab. Awhile back an advisor at Schwab talked..

I’m almost 67 n have about $16,000.00 In an ira savings earning almost nothing in my credit union. My question..

Hi Terry, We purchased a significant amount of treasury bills through Schwab. I am now being charged an annual fee..

I have about $141,000 in an IRA at a local bank. I was thinking about doing a rollover into the..

Where is the best return on a 25 K investment. I can withstand 10,000 loss. I would want to collect..

Where is the best return on a 25 K investment

Is this a good time to convert to cash in my 401(k) in the event the debt ceiling is not..

Hi Terry, I am looking for some ideas to invest $250,000. I recently invested in a 5-year annuity with Chase..

Would you recommend investing in gold, dividend stocks or tax free bonds?

I have a mortgage of $178000 on a rental property. There is 23 years left on the mortgage. It has..

Your opinion of vanguard’s high yield bond fund for the future?

Hi Terry, my daughter just recently resigned from a company which had a 401k plan in place for her. Upon..