Investments Questions

In Oct you replied to my same question that stable value funds in 401k plans are chicken money funds and..

Hi Terry, I'd like your opinion on which approach to managing ones retirement nest egg is better: creating buckets of..

TERRY MY WIFE IS SIXTY AND ON DISABILITY. SHE WAS TOLD SHE HAD TO CONVERT HER 401 PLAN TO AN..

A few weeks ago I asked your thoughts on the Robin Hood application for stock purchases. I don't believe you..

My hubby and myself are in our late 70s and each have 2 managed funds. One is an S&P 500...

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..