Investments Questions
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..
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..