Investments Questions
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..
401k — sell??
I’m 70 years old and have not taken a withdraw yet. I am afraid what will happen after the election...
401k — stocks or money fund?
don’t feel safe about having my 401 in stock market. Friends have recommended moving it to money market fund ,i..
Moving 401K Funds
my company automatically put my 401k (< $5,000)in a fund I didn't know when they filed bankruptcy. now I'm 65..
curent retirement fund
Over the last year or so I’ve pulled almost all our money out my sep ira and it’s almost totally..
IRA
my husband and I are both 60 Im very concerned about losing any $ with the upcoming election–any suggestions we..
SIMPLE IRA FUNDING
Just started a new job in February. Owner has established SIMPLE accounts for employees. I also have an account at..
Portforlio Mix for Seniors who don’t need Immediate additional income but want a Portfolio with less stocks
Should seniors who don’t need immediate income move some stock investments to bonds? If not bonds, what are choices beyond..
Investing my son’s money
My son is serving overseas with the Navy. He put me in charge of investing some of his savings. He..