Investments Questions
allocation mix
With 2-4 years before retirement, approximately $1million in investments, I am being told my asset mix should be 65% stocks/35%...
Buying Stock on my own
I'm 73, divorced, comfortable pension & collect Social Sec. I am now interested in buying stock in Walgreens because of...
Core holding S&P 500?
Hi Terry, I'm might have missed your answer, but you had mentioned making the S&P Index Fund a core holding...
Closed End Municipal Bond Funds — sell?
I have owed a few of these for many years. They represent about 4% of my total portfolio. My financial...
Broker’s suggested purchase for IRA
Will be 70 yo this November. Have IRA with various funds/stocks. Advisor suggests a sell of GRIT120 shares and use...
Variable annuity
I am 69 and put some of my money into a variable annuity. It does not seem to be making...
Getting info on funds/stocks
Terry, Is there a free web site that I can plug in a mutual fund name or stock name and...
relative’s bond
My recently deceased aunt left me a bond in her partner's ( also deceased ) name before she died. How...
Bonds
I have short and intermediate bond funds. What should I do to protect myself if or when interest rates rise?...
Variable Annuities With Lincoln Financial
Terry, 8 years ago a financial planner convinced me to transfer all of my 401 k nest egg into a...
Retirement investment with little risk but rewarding returns
Would you recommend the Hoisington U.S. Treasury bond fund for retirement accounts? (WHOSX) Their annual average returns seem excellent with...
Stock Investing for College students.
I just finished high school and will be attending college next year. I always wanted to make money on the...
Investment in commercial bridge loans?
How safe are investments called "Commercial Bridge Loans" i.e. knowelssystems.com as presented by Jordon Goodman. Looking for your expert opinion....
index funds not at my broker
I have Edward Jones as a broker. I keep asking about Index fund, and he keeps steering me away from...
Investing all assets with the same investment group
Hi Terry, My question to you is, do believe its wise to invest all of our assets with the same...
Buying gold or silver
We have ten thousand dollars to invest. Would gold or silver be a good hedge against inflation or deflation? What...
Where to invest one portion of my IRA account
I have $6,000 in my Vanguard IRA that is just as cash and is not in a fund. I'd like...
Investments/ annuities
What do you think about annuities? Terry Says: Uh uh -- that answer could fill a book -- or at...
investment for children
My 14 year old son is interested in purchasing stock. Is there an age requirement for purchasing stock? Can you...
Investment in Gold in Retirement Account
Hi Terry, Can you recommend a reputable gold company I can rollover my $25 401 k; i started out...
