Investments Questions
Company IRA — worried about market
Terry- I have a modest IRA through my company that I pay into and my employer matches. Retirement is about..
index funds
how do i find a n index fund with a low cost margin
Stocks — When to sell?
How long does one hold on to a losing stock? Do you sell it at 20% or 30% even thou..
REIT’s
What are your thoughts on REIT’s? I think I have a great company to invest in out of Tampa,FL Thanks,..
What age is “close” to retirement for stock investing?
Terry, just read your latest newsletter. Spot on! I’ve been concerned all year, frequently meeting with my Edward Jones Rep...
My IRA investments at age 79
I am 79 years old. Have approximately $170,000 in IRA accounts. Have taken the required distribution for this year already...
Fidelity and Vanguard
Can you recommend a Fidelity and Vanguard funds for a person 6 years away from retirement?
RISING INTEREST RATES
With interest rates rising, should I buy short-term bond funds?
Stocks for children
We have no children and are thinking about buying stocks for our grand nieces and nephews for birthdays and holidays...
Did my mutual funds cost too much?
In March 2013 we invested $30,000 in a mutual fund at our bank. It was the American Balanced Fund (Class..
Surrender charges on annuity
I transferred from an annuity to an IRA , The annuity took out $1,705.14 for withdrawal/surrender charge even though I..
Ameriprise Financial
I am being encouraged to invest with Ameriprise. Do you have any pluses or minuses regarding that frim?
Roth IRA –merge conversion with original Roth?
Can I merge a newly converted ROTH IRA into the Roth IRA I currently have. So in the end I..
IRA
I have 10000.00 in savings where it’s really just sitting there. I want to take some and put maybe into..
money management
What do you advise regarding using Fidelity Wealth Management service? We have an account with them for our IRAs. Thank..
SAR/SEP
I am currently unemployed after 25 years and have money in my SAR/SEP savings plan. I am single, no mortgage..
Stocks
I have no idea what I am doing with stocks, but I am interested in getting started with them. Where..
employeer 403b is closing and I can roll it over to employer sponsored 401k or an IRA
My employer is closing a 403b from a company that has merged . I have approx 200,000. in the plan..
Annuities
I’ve been thinking about annuities. Who are they good for? Anyone? And at what age do we begin to look..
Investing
Best advice for new investment plan toward retirement for a 43 year old with wife and child. I have a..
