Investments Questions

Our daughter is getting married. We are giving her 15,000. My husband and I want to know which account would..

I am retiring in a year and my husband and I have our retirement savings invests in an IRA, and..

Hi terry, Im 54 and have around 45,000 in my 401k(I also have a pension worth about 1100 a month..

Hi Terry, I have two annuities maturing for a total of $170,000. I’m 69 and single. I have another $20,000..

I AM retired and i am not touching my 401k until 2020 and still contributing $6,500.00 a year. AM I..

Should TIPS be a part of my portfolio if I’m within a year of retirement, and then also going forward..

Hi Terry – thank you for today’s article on retirement fund risk. I am 53 and currently have a 80%..

Hi Terry, You recently wrote an article highlighting treasury inflation-protected securities (TIPS) as a way to prevent inflation from eating..

Terry, I plan on retiring in 2020 at the age of 65. I am freaking out right now regarding my..

I must withdraw every year and pay taxes Can I buy Life Insurance instead by using the withdrawal and do..

Terry- I have a modest IRA through my company that I pay into and my employer matches. Retirement is about..

how do i find a n index fund with a low cost margin

How long does one hold on to a losing stock? Do you sell it at 20% or 30% even thou..

What are your thoughts on REIT’s? I think I have a great company to invest in out of Tampa,FL Thanks,..

Terry, just read your latest newsletter. Spot on! I’ve been concerned all year, frequently meeting with my Edward Jones Rep...

I am 79 years old. Have approximately $170,000 in IRA accounts. Have taken the required distribution for this year already...

Can you recommend a Fidelity and Vanguard funds for a person 6 years away from retirement?

With interest rates rising, should I buy short-term bond funds?

We have no children and are thinking about buying stocks for our grand nieces and nephews for birthdays and holidays...

In March 2013 we invested $30,000 in a mutual fund at our bank. It was the American Balanced Fund (Class..