Investments Page 27

Investments Questions

401K plan

My daughter lives with me and my 91 year old mother so with covid and her employer not being as..

401K rollover

Hello Terry, my question is about my 401. I was laid off on 11/08/2020 I still haven’t found a job..

investing for grandkids

what is the app for buying kids partial shares of stock

Municipal Bond Funds

Hello Terry, What is your opinion of putting 30K in a municipal bond fund? Specifically, the Eaton Vance Nation Ltd..

Mutual funds — the real cost?

My broker wants to have me in Vanguard CRSP 50% Equity/50% Fixed Income because I’m 66 and it’s less risky..

Investment costs — how much should I pay?

What should i expect to pay an investment firm for handling my investments

Senior investment — instead of low rates in the bank

Hi Terry, I have $100k sitting in money market account gaining less than 1%. I always left it for liquidity..

Introducing a girl turning 13 to the market?

Do you just depend on index funds or can you recommend using a combination with some individual stocks that might..

Rebalance portfolio

Hi Terry, I am 59 1/2, just recently unemployed due to COVID downturn. My portfolio has 20% stock, the rest..

Preparing for 2020 taxes stock profits and losses

I never traded as much as I have in 2020. This is a taxable account Example: I made $12000 or..

buying gold

like to buy some gold coins. need to know where to buy to be sure actually getting gold and not..

401k question — how to start at age 62

62 yo woman starting 1st full time job that offers a 401k, so I am in unknown territory.Can you help..

Are Democrats really better for the stock market?

Heard you on WGN today about how much you would have made but I was in my car and could..

Bonds- do retirees need them in the portfolio?

I am retired, and have 28% of my investments in cash. The rest is in mutual funds. Do bonds look..

401k allocation

My 401k balance is at an all-time high and I would say my risk tolerance level has not changed. I’m..

Economic Downturn — Buy Gold?

Stupid idea or not ? Hi Terry, i am 63 , and at my wits end regarding the upcoming possibility..

Gold as an investment

Hi Terry, I have your book, it’s awesome! My question is: do you see gold (any shape or form) as..

Retirement/Investment

Terry, I am age 66 and am considering retiring next year. Have appx. $140,000 in a 401 K stable value..

Market

Do you think there will be another October correction in the market?

Upcoming market

I’m retired (71 years old). My IRA consists of 56 percent equity / 44 percent fixed income and 50,000 in..

money

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