Investments Page 35

Investments Questions

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

In cash, now what?

Terry, I am recently retired and right before this black swan event cut most risk assets and am sitting on..

Short Term Bond Index

Hi Terry, I moved 70% of my bond index funds (muni & intermediate) in to a money market account last..

Market-Linked Investments, commonly know as Structured Investments

What are your thoughts on Market-Linked Investments in today’s economy? Our adviser is asking us to sign paperwork so he..

Bond funds in an IRA

Hi Terry – Thanks for the ‘Bond 101’ lesson. You say in your column “Please do not own bonds”. By..

GNMA FUNDS

What is your opinion on owning a GMNA fund. Is it as dangerous as owning bonds or bond funds/

TIPS, Commodities, real estate in a managed real asset fund, good option now?

Wondering how you feel about real asset managed funds with the current market climate? The fund is a combo of..

Preferred Shares of Banks

Preferred shares are depressed. Any big bank preferred share selling at $19 -$20, with a par of $25,dividends +5% seem..

Looking for better safety than bonds

Dear Ms. Savage, Thx so much for your very helpful website and emails. I’m age 65 and in retirement. I..

money

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