Investments Questions
Stock recommendation
Do you have any stock recommendations to out a less than 1% of a portfolio in, something for the long..
Stocks now for a new IRA?
Hi Terry, I was going to put $5,000 into my IRA but thinking maybe putting it in the stock market..
Managed account or pull out
I am retired. I have 200k in an IRA and 100k invested both managed by Morgan Stanley since my attempts..
Nuveen Tax Free Bond funds
I own $200K of Nuveen All American Fund FAARX and question whether I should be concerned about the % of..
IRA is sinking!
I recently retired and converted my 401 to an IRA. With the current corona virus i have lost 32000. Dropped..
Balancing our portfolio w bonds?
Our (husband and I) portfolio is 34% stock and balance in fixed income (bonds, ETFs, stock). We are 75. Should..
Stock market for retiree
Terry I am retired but still have a income from rents and interest but I am still bothered by drops..
Managed fund benefits vs costs?
To manage a Balanced $600,000 IRA fund is a 1.2% management fee reasonable?
What to do with a large cash bonus
I just received a large cash bonus, around $50k, and would like some advice on what might be best for..
investments
I am retired in my middle sixties. I have a generous pension and pretty good Social Security . I am..
My Retirement Investment
I am 74 years old and my IRA retirement is in a Edwards Jones I am 40% in S&P should..
401 K — keep investing?
I am putting $750 a month into my 401k. I am taking your advice on leaving my current investments in,..
Chicken money flew the coop
My husband and I are 63 and we had IRA money in stock market-until yesterday. We would rather get 2%..
taking advantage of what’s happening in the stock market
So, wouldn’t now be a good time to buy stocks? I’ve never actually purchased any stocks individually or on my..
401k adjustment into bonds?
I am 64 and will be retiring in 5 1/2 years. My husband is not currently working. We do not..
Retiring in 8yrs
With thoughts of retirement in 8 yrs. Should I be worried about our current situation (coronavirus)?
Should I sell my stocks
I am a 72 yr old widow. Income is SS and pt job ($6,000 yr). Last week my stocks totaled..
Bear Market
Terry, I understand the points of your recent articles, but feel that they lend to fear a very dangerous thing..
Putting IRA money into a money market
Since I was too late to take advantage of your advice at 2:20 this afternoon, should I just wait until..
Bond Funds
I saw your column “Beware of Bonds” I am currently invested in Vanguard Short Term Investment Grade fund (VFSUX) and..