Investments Page 4

Investments Questions

Gold — how to invest

We are interested in investing in gold and would appreciate your opinion on the best way to do so.

Chase Bank self directed retirement fund

I am 76 and work in retail. My husband and I have not done well with financial planning. I have..

Roth 401k vs. Traditional 401k

Hi Terry, my 29 yr. old daughter is a high income earner as a consultant and in the 24% marginal..

Roth IRA

My 23 year old grandson wants to open a Roth IRA. Any suggestions on a good mutual fund? Should he..

Former Teacher & Investing

Hi Terry! My mom is an avid follower of yours and suggested I reach out for your help. I am..

Market sell-off for small investors

How does today’s sell-off affect persons with a small retirement account (A retirement 2030 account through a major institution) When..

Illinois Secure Choice Retirement Savings Program

My company offers this IRA savings plan. Is this good program to get into if your in your early 20’s?..

Roth IRA

Where can I go to open a Roth IRA

stocks to interest bearing accounts

I am 72 and watch my portfolio of stocks with ML bounce up and down like yo yo. Is there..

outlook for stock market coming year

on John Williams today you said something about historical data regarding first 5 days or week of new year has..

Your 2025 Column

First of all I want to wish you a happy and healthy New Year. I want you to know that..

Investment in gold?

I recently retired and my wife and I are comfortable but by no means wealthy. Have zero credit card debt..

Fidelity Portfolio Services

Is there value in having Fidelity manage my retirement account? Proposed fees are .93. They would have access to more..

72 year old’s asset allocation

Dear Terry. I’ve been a longtime Vanguard index fund investor. In the last 15 years, I’ve progressed from 70-30 equity/fixed..

Youth investors

My 16 yr old grandson just started a part time job and wants to start investing. What steps does he..

ISP

Hi Terry, I currently have $70,000 in my employee match Investment Savings Plan. With the incoming presidential administration threatening to..

Roth Accounts

What is the best investment to make with monies in a Roth account.

401 K Balance

I’m concerned about my 401 k balance with the new Trump administration’s plans.

Simple IRA

Are bond funds good to have my money in right now? Are there better funds for this economy. I am..

Fidelity IRA

how to buy treasury bills through Fidelity IRA

money

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