Investments Questions

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

I’m 70 years old and have not taken a withdraw yet. I am afraid what will happen after the election...

don’t feel safe about having my 401 in stock market. Friends have recommended moving it to money market fund ,i..

my company automatically put my 401k (< $5,000)in a fund I didn't know when they filed bankruptcy. now I'm 65..