Investments Questions
Doctor Bob
What opinion does your friend Doctor Bob have about the 2024 stock market and economy in general? Thank you very..
retirement investments
2 questions…..once out of TSP……can a retired employee get back in? Also, What can i tell my current financial planner..
Selling funds in IRA
My IRA is at the highest amount ever. I am 71. Should I sell it and put in money market,..
Investing Options
I have $5k available and I do not want to waste it. How / where should I invest it? How..
401 k
Terry, my employer was bought out and a new 401 k plan is being offered. I have been funding my..
S &P mutual fund
Am 77 years old. Have $5,000-10,000. Want to invest in an S&P mutual fund. Do not expect to need the..
Stocks
Two questions: 1.) how do you buy and sell stocks, on an app on the phone or a brick &..
Municipal bonds
I have been buying municipal bonds from Fidelity for years. I entered and ordered the other day. They re-priced the..
Investing
Is investigating in the “basket” option from fidelity a smart choice for a beginner?
cd investment
my wife and i are retired. both about 70 we have about 350,000 to invest. are a series of cds..
Biblical responsible investments
How do I find biblical responsible investments and how do I know I f what I’m invested in now is?
Mutual Funds
How can I find out expense ratio on funds. I have index Vanguard S&P, small cap, large cap etc. I..
Mutual Fund Year End Capital Gain
Hi Terry Ten years ago I opened a mutual fund that is tax inefficient and has historically distributed high capital..
buy/sell mutual fund
Is there a rule of thumb that relates to buying/selling mutual funds in the last quarter of the year? Thank..
BONDS ……INDIVIDUAL AND BOND FUNDS
Hi Terry Heard you on the radio today. Thanks for taking time to help the rest of us. Regarding Bonds……..
Company Stock Sell or Keep
I’m retired 8 years, stock of course has been up/down, within the last couple months has gone down usd20.00 share...
financial planner
Listen to you often, just on 60 minutes. Looking for your thoughts. Changed 2 years ago from Edward Jones to..
401K rollover
I have a 401K with work through fidelity. I’m retiring in about a year. Do I need to roll it..
Sell bond fund move to my money market
Should i hold my bond fund (40% of my 401k) or transfer the value to my money market? I’m retired..
Foreign Bank Stocks and Especially Canadian
What are the advantages and disadvantages of investing in Canadian Banks?