Investments Questions

My first question was the other day what was the name of the website for people that can invest with..

Hello Terry. I am new to your site but not new to listening to you. Are commercial mortgage bridge loans..

Hi, Terry. I have a Roth IRA with Vanguard worth around 19k, a rollover IRA with TR Price - $89k...

Loved your article on the risks involved and reasons “bonds” are not always safe. My CFP has 30% of my..

I believe it was you some time ago that mentioned a person that had a web site for annuities where..

I’d received stocks from an Australian company as part of my compensation package, years ago. 5 years ago I cashed..

I was told by my financial planner there is a 1.5 % charge for investment into diversified funds for a..

Age 69 1/2 I plan on working for 3-4 years more should you move a large amount of investment to..

I am a retired conservative and by choice passive investor. On your recommendation I have consolidated my 401K’s and removed..

Hi Terry, loved you for years! I left an employer that I worked for seven years and I left my..

Once a person reaches 70 1/2 years of age and must start withdrawing from his/her IRA, the urgent question is:..

Have 400 shares of. Merck. And 400 shares of Altro (MO ) . They have double in price since I..

I am currently things about the way my 401 K is distributed. I have not touched it since my company..

i have a 401k worth 84000.00, should i leave it alone or look for other options (ira)?

I am 60, possibly retiring between 68 and 70. What is the best investment strategy now, for my 401k, do..

Hello Terry, I am a mother of a 3yr old going 4 on 11/02/17. I live on Paycheck-to-Paycheck but still..

Ron Surz recommends a 10 percent exposure to stocks in the period 5 years before and after retirement. What does..

I have a stock retirement pension plan with my previous company and I was wondering if the dividends from the..

Ms. Savage, In regard to the fiduciary rule discussed in your June 12, 2017 article, I was wondering if clients..

I'll be rolling over a 401k to an investment firm, a friend suggested LPL financial. Is this a good company,..