Investments Questions

I recently retired and my wife and I are comfortable but by no means wealthy. Have zero credit card debt..

Is there value in having Fidelity manage my retirement account? Proposed fees are .93. They would have access to more..

Dear Terry. I’ve been a longtime Vanguard index fund investor. In the last 15 years, I’ve progressed from 70-30 equity/fixed..

My 16 yr old grandson just started a part time job and wants to start investing. What steps does he..

Hi Terry, I currently have $70,000 in my employee match Investment Savings Plan. With the incoming presidential administration threatening to..

What is the best investment to make with monies in a Roth account.

I’m concerned about my 401 k balance with the new Trump administration’s plans.

Are bond funds good to have my money in right now? Are there better funds for this economy. I am..

how to buy treasury bills through Fidelity IRA

Is it possible to set up your own account with a mutual fund company such as Fidelity Investments and pick..

Terry, since no one really knows what will happen with the market after this election, is there a way to..

Hi Terry- My Uncle recently passed away and my Aunt has just under $200,000 from his life insurance. What is..

Hi Terry – my wife and I self manage a 70/30 index fund based portfolio and are 56 yo planning..

Hi Terry i have about$ 5,000 to $7,500 to invest. I don’t have any debt except for a few credit..

Hello Terry, If I own Berkshire Hathaway Class B Stock, it it smart or no so smart to also own..

Terry, I’m looking to open a brokerage account. Which would you recommend: An S&P 500 Fund or a Total Market..

Good morning, Terry I’m thinking it was two weeks ago probably 21 August 2024 when you were with John Williams,..

How do you feel about buying gold? Can you recommend a company to buy gold?

I have $65k in my 401 with 95% in stocks divided between large and small cap funds I’m retired and..

I am retired and have my IRA with Vanguard. About half is in Total Stock index funds (US and international)..