Investments Questions
Government Thrift Savings Plan
Can a Government Thrift Savings Plan be transferred to a Money Market account? If so, are there tax ramifications? Terry...
How Do I Buy Gold?
How do I go about buying gold and/or silver? And is it a good idea at this time? Terry Says: ...
Fee Managed Portfolio Accounts vs. Target/ Index Accounts
Terry, I am 66 and retired a year ago. I recently rolled over $100,000 from my 401K into the following....
Internation investing
I have diversified my portfolio to mutual funds via Edward Jones. One avenue that hasn't performed too well are my...
annuity paid in for 43 years, what now?
my sister has been paying into an annuity since she was 22. she received a notice that since she has...
General Electric
Our investment adviser recommends buying General Electric stock but a friend I admire says it has had a lackluster performance...
Transferring my annuity money to broker
Terry, I transferred my TIAA CREF (Fixed?) annuity over to a broker but have decided I don't want to work...
how to invest
Terry, i am 54 years old. i have a mortgage of about $80,000.00 with an interest rate of 3.35%. i...
401K Investments in European Stocks
Hello Terry, I am thinking of transfering out of my Fidelity Euro-Pacific fund into another Us based fund that is...
MWP and ETFs
What do you think about investing into an MWP and what do you think about ETFs? Terry Says: I'm not...
23 year old daughter’s 1st financial investment
Hi Terry, I attended your AARP presentation last week in Schaumburg. GREAT JOB!! We have a 23 year old daughter...
Roth IRA — where?
I opened a Roth IRA at my bank about one and a half months ago. It's only $3,000. My sister...
changing funds
Hi Terry, I began investing in four actively managed mutual funds in 1994. I dollar cost averaged them until around...
Gold/Silver IRA’s
What are your thoughts about Gold / Silver IRA's (i.e. physical gold and silver)? I'm considering moving 4% of my...
Vanguard Mutual funds, Berkshire Hathaway, and T Rowe Price
What are your thoughts in putting money into any of the above funds? Advantages/disadvantages? Terry Says: Vanguard and T. Rowe...
Annuities
What is the difference between a fixed index and a variable index annuity? Advantages/disadvantages? Is it wise to invest some...
TIP Fund Investments As Protection from Rising Future Rising Interest Rates
Terry, at my age 67 yrs I have a significant portfolio to live on in retirement years. My situation is...
Everbank and Europacific
In the past I believe you had a positive attitude towards Everbank. Is that still the case? Also - any...
Fixed index annuity
Your thoughts on fixed index annuity. Terry Says: I've written about all these products many times -- and at length in...
Variable Annunity Investing
I have a Variable Annunity through Met Life. It invests my money a series of Variable Funding Options. I have...
