Investments Questions

Terry- appreciate your email newsletter. Today, when you talked about moving money to a safer place if “near retirement” what..

In your latest article you stated, ” Sell until the sleeping point “, what do you mean by that ?

What are some good growth and income mutual funds to invest in?

Hi Terry, My wife purchased a few shares of stock many years ago. The stock has done very well and..

I’ve lived by the rule that says “The wise man keeps all his eggs in one basket…. and keeps a..

I have held boing since Trump got in office. I am up 70%> So is it worth holding and assuming..

With some of my stocks showing massive gains (Apple), it’s tempting to make a partial early withdrawal on my Rollover..

My assets under investment are with Vanguard and my advisor there recommends that of my equity investments 60% being in..

Im leaving my job Im 56 how much time do I have to move the money from my 401 without..

Hi Terry, My husband and I are both 42, we are finally, financially able to start some retirement. Yes, I..

I have four annuities of varying amounts that are fully vested with no withdrawal surrender charges. Is it possible and..

Hi, I am 73 and have been contemplating opening a stock portfolio. I previously had a Share Builder account and..

With the impeachment events going on and the ups and downs of the market, I still need to get back..

Hi Terri, I’m 58 yrs old and the only investments I have are through my 401K. I want to invest..

Dear Terry I have very little money and I am in my second year of retirement(retired at 67). Many things..

I just moved my $250k government TSP account over to a Schwab IRA account. They suggested I put all the..

So im not retiring anytime soon. BUT i want to protect my 457 against the inevitable recession. Also my 457..

Hi Terry, I appreciated reading your article titled “Large Investment Firms ditch commissions”, but it raised one question. You point..

I am 61 and have a 403b fund and someone suggested I look at annunites? suggestions? what do you think?

Hi Terry, ok, I turn 55 next month and want to put myself on a 10 year plan to retire..