Investments Questions
401k safe alternative
I have a 401(k) with my employer they are not matching anything anymore I have a CD with my bank..
Stock Dividends reinvestment
I currently reinvest dividends from several stocks. Can I change them to payout dividends or do I have to sell..
My stock portfolio at age 80
My wife and I are both approaching age 80. Our investment portfolio is primarily in stock mutual funds and approximately..
Retirement
HiTerry, My husband & I are retired 67 & 68 for 2 yrs! Scared & sold stocks & went to..
Airline Stocks
Would you buy airline stocks now and which ones?
Investing in stocks outside US
I would like to purchase some stock on the ASX exchange. Are there any investment companies in the US that..
Can we sell stocks now?
Dear Terry, I have followed your column for years and I am an ardent fan. I am 70 and my..
Investment grade corporate bonds
Understanding that I will not sell these until they mature- in my case 5 -7 years, what are the downsides..
Wait to cash out til market returns to AT High?
Do you think we will return to all tomorrow highs of mid February anytime soon. I regret I didn’t sell..
Money market
I moved our 401ks into the money markets as you suggested we lost 29,000 in 1 week before we saw..
Sold Bonds and Blended Funds — What now?
Based on your bond warning, I sold my investment grade bond fund and also liquidated my balanced funds at Vanguard..
dividend
Should I stop reinvesting my dividend each qt. and take the cash?
Stock Recovery
Hello Terry, I normally invest in stock mutual funds, all cash now but wondering when i do get back into..
When will know the time to get back into equity mutual funds
Hello Terry, I took your advise & sold the stocks & bonds in my 401K a couple weeks ago, down..
Johnson & Johnson Common Stock Holdings
I’m 90 years young and my wife is 85. Both of our adult children are deceased…suddenly. We have a Family..
Long Term Muni Funds
Hi Terry, my Vanguard Long Term Municipal Bond Fund is taking a beating. Should I sell, re-balance, or keep doing..
Retirement Account
Hi Terry, I have a significant percentage of my 401k in RPSIX, bond fund, what are your thoughts on holding..
I-bonds
Bought a ton when they first came out. Still safe?
Real estate
How safe is TIAA-CREF’s Real Estate Annuity Fund. Fund invests mainly in actual real estate not REITs. Real estate should..
Ginnie Mae Funds
What are your thoughts on Ginnie Mae Funds at this time? Thank you