Investments Questions
International Bond Index Fund
Hi Terry, I have a 60/40 (stocks/bonds) allocation in my IRA. My question is about my bond funds: -Short term..
bio-tech stocks
Terry I have about 60,000 to invest I was wondering if it would be a good investment to by a..
retirement account from former employer that has gone out of business.
I have a t. rowe price retirement 2025 fund from former employer. I would like to know what I should..
Stock Market
I am a 71 year old widow who has $125000 .00 in the stock market with Raymond James. I am..
Roth IRA – college student
My 19yr old daughter who is a college student wants to open an Roth IRA with $1000. I don’t know..
Called Bond Tax Question
My wife and I inherited a corporate bond that was recently called on December. The value of the bond was..
Investment advice
index fund for Nasdaq
Investment
What should you do with cash buy gold stock Or vanguard
investment
what do you recommend for 1st time investors with little capital.?
How to Purchase Gold
How do we buy gold? We thought we could buy some each month, about $1000 per month? We are in..
401k after leaving job
Hi Terry!! Thanks for all you do to help so many people!!! My husband left his job a couple of..
Investments in preferred stocks
Terry, What are your thoughts on Preferred Stocks.
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..