Investments Questions
Investing and commissions
Hi Terry, I was wondering if you know of any rules of thumb as far as a recommended minimum purchase...
proper fee based financial planner compensation
Terry, thank you for taking this. We have begun reading your column in the new sunday Harrisburg,pa patriot news financial...
duplicate copy of annuity
Hi Terry, My husband bought an annuity in 1994 (flexible premium tax deferred annuity). He can't find the policy and...
Bonds
Dear Ms. Savage, I am writing concerning your article on bonds a few weeks ago. We are retired and have...
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...
