Investments Questions

Hi Terry Ten years ago I opened a mutual fund that is tax inefficient and has historically distributed high capital..

Is there a rule of thumb that relates to buying/selling mutual funds in the last quarter of the year? Thank..

Hi Terry Heard you on the radio today. Thanks for taking time to help the rest of us. Regarding Bonds……..

I’m retired 8 years, stock of course has been up/down, within the last couple months has gone down usd20.00 share...

Listen to you often, just on 60 minutes. Looking for your thoughts. Changed 2 years ago from Edward Jones to..

I have a 401K with work through fidelity. I’m retiring in about a year. Do I need to roll it..

Should i hold my bond fund (40% of my 401k) or transfer the value to my money market? I’m retired..

What are the advantages and disadvantages of investing in Canadian Banks?

What is the difference between purchasing Treasury bonds through Treasury Direct or my account with Fidelity? Is one better than..

My daughter who is 18 has her first job and is interested in opening a Roth Ira account. Do you..

IS IT SAFE TO USE PUBLIC.COM FOR INVESTMENTS, WHICH IS ON-LINE? I ALWAYS WORRY ABOUT GIVING PERSONAL INFORMATION (SS#, BANK..

Hi Terry, I know the old 60/40 retirement thesis has gone away. But I’m15 years prior to retiring, what should..

I have about 217K invested in Muni bonds. 2 years ago I invested with Edward Jones @ 250K and its..

Hi Terry, I have an S&P 500 type fund in my brokerage account. In my IRA, I have total bond..

Good day. I need a bit of wisdom. I currently have a mortgage balance of $185,000 at 2.99% (30yr fix)..

My tax shelter investments follow a simple format of Index funds of total market stock & bond mutual funds. Understanding..

Terry, how can financial advisers advertise income growth even in down markets? Are they selling an annuity type investment? Is..

I have a 403b from previous employment over twenty years ago. I am 51 years old. I am interested in..

My work does not tell me what my profit sharing is invested in. Why don’t they tell me and are..

Hi, Terry! I’m looking at the Fidelity Advisor Floating Rate High Income Fund (FFRHX). It is currently paying a 7.50%..