Investments Questions
To buy or not to buy utility stocks
I retired last year and know have to watch my savings.I was in the stock market for many years and..
Investing extra cash today
What is the best investment for $2,200 I have available in cash today?Any ideas or suggestions would be appreciated. I..
What to do with $25,000 at 55 years old?
Hello! I am 55 years old I have $25,000 to invest in the market. I have three small multi-unit rental..
investment firms. Which is most reliable?
Have been invested with major firm and directed toward bond funds. Not sure how to proceed? Thank you
Asset backed investments, accredited investors
Terry, I’m interested in your opinion on asset backed investments available to accredited investors via companies such as Yieldstreet.com, Peerstreet.com..
IRAs nearing Retirement
My wife is retiring in December 2020, while I have 5 years left. We each have $400K in Ira’s.Obviously, with..
Investments Nearing Retirement
I am within one year and my husband within two years of retirement. I have 35% in a money market..
Concerns on the Stock Market for Senior Citizens
Hi Terry, I am a 77 year old widow. I have a Roth IRA. Should I make any changes with..
Market Crashing-sell today or wait until tomorrow?
Hi, We are planning retirement in 2-3 years, we are heavy in stocks in our IRA’s. Today the market is..
Shifting 401k funds to a financial planner
I’m approaching 40 years with my company and have saved over 1 million dollars in my 401k. My company has..
Shares of oil stock
I’m 73, my wife is 70. We own our house just have a home equity loan around 25k. In mid..
Bond investments — safer than stocks?
Hi Terry: Just wanted your opinion on some of the investments which I have and if they are appropriate for..
Strategy for Economic Downturn
I heard that your advice for babyboomers (in or close to retirement) is to move their investments to less risky..
Market losses!
Terry I am retired and have $50000 invested in the market and have lost almost $3000 in the past 3..
Stock market losses — what to do?
Terry I am 68 years old and retired. I have lost almost $3000 in the market the last 4 days...
Money sitting in brokerage account?
Dear Terry, You have saved me tons of income over the years, and I did protect my earnings, when the..
Coronavirus virus and retirement savings
Hi Terry, I am 70 years old, I retired in 2012. I only have about $100,000 in 4o3 B’s that..
Bank Stocks
My wife and I are 70 yrs young- we have 1.2 M in stocks, of those 600,000$ in bank stocks-..
Investing in indexes now?
I believe you mentioned subject on WGN. I took your advice of moving my ira’s invested in Franklin Funds to..
bonds/bond funds
Have $200K 88 years old, thinking of bonds ? what kind, fees ? where to buy