Investments Questions

We are very concerned with the current administration and that we will loose our retirement money if we do not..

Is it safe to have a large portion or all of your retirement savings in reit?

Good morning Terry, I love reading your news letters. I have a trust found set up for my adult daughter..

I will be taking RMDs next year and re-investing part of it in a taxable account. What would be the..

I have some shares I wanted to sell before their value drops any further, but in the 8 years I..

Terry, We are in our late 70s, and while not wealthy, we are financially comfortable. With all the advertising being..

How long is it till this bull marker takes effect? How long does it last til I can reinvest. How..

I am going to be planning on saving about $1500 a month, my employer offers a 401(k) with only a..

I have whats left of my husbands retirement money with a financial advisor. About 150,000. I have 30,000 in a..

We are interested in investing in gold and would appreciate your opinion on the best way to do so.

I am 76 and work in retail. My husband and I have not done well with financial planning. I have..

Hi Terry, my 29 yr. old daughter is a high income earner as a consultant and in the 24% marginal..

My 23 year old grandson wants to open a Roth IRA. Any suggestions on a good mutual fund? Should he..

Hi Terry! My mom is an avid follower of yours and suggested I reach out for your help. I am..

How does today’s sell-off affect persons with a small retirement account (A retirement 2030 account through a major institution) When..

My company offers this IRA savings plan. Is this good program to get into if your in your early 20’s?..

Where can I go to open a Roth IRA

I am 72 and watch my portfolio of stocks with ML bounce up and down like yo yo. Is there..

on John Williams today you said something about historical data regarding first 5 days or week of new year has..

First of all I want to wish you a happy and healthy New Year. I want you to know that..