Investments Questions
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
Establishing personal mutual fund account
Is it possible to set up your own account with a mutual fund company such as Fidelity Investments and pick..
Temporary market protection?
Terry, since no one really knows what will happen with the market after this election, is there a way to..
How should my elderly Aunt invest her savings at Fidelity?
Hi Terry- My Uncle recently passed away and my Aunt has just under $200,000 from his life insurance. What is..
International Stock Index Allocation
Hi Terry – my wife and I self manage a 70/30 index fund based portfolio and are 56 yo planning..
Investment
Hi Terry i have about$ 5,000 to $7,500 to invest. I don’t have any debt except for a few credit..
Berkshire Hathaway Stock holdings
Hello Terry, If I own Berkshire Hathaway Class B Stock, it it smart or no so smart to also own..
S&P 500 Fund vs. Total Market Fund for a brokerage account.
Terry, I’m looking to open a brokerage account. Which would you recommend: An S&P 500 Fund or a Total Market..
Short term industrial bond funds
Good morning, Terry I’m thinking it was two weeks ago probably 21 August 2024 when you were with John Williams,..
Gold — how to buy
How do you feel about buying gold? Can you recommend a company to buy gold?