Investments Questions

I have recently retired & wanted to know if I should take my 401k funds & transfer them to an..

I am 61 and no longer work at a company that I have 25k in a 457B pre-tax account (Nationwide..

I have about $5,000 of available, uninvested funds inside a Roth. What suggestion(s) would you have for those.

Hi Terry, My husband has Dementia, and so a couple of years ago I took over the family finances. Because..

For many years my 401K sent a notification of what the ticker symbols are for each available choice. They stopped..

I automatically reinvest all dividends (and capital gains). If this reinvestment occurs within 30 days of a captured loss, is..

What opinion does your friend Doctor Bob have about the 2024 stock market and economy in general? Thank you very..

2 questions…..once out of TSP……can a retired employee get back in? Also, What can i tell my current financial planner..

My IRA is at the highest amount ever. I am 71. Should I sell it and put in money market,..

I have $5k available and I do not want to waste it. How / where should I invest it? How..

Terry, my employer was bought out and a new 401 k plan is being offered. I have been funding my..

Am 77 years old. Have $5,000-10,000. Want to invest in an S&P mutual fund. Do not expect to need the..

Two questions: 1.) how do you buy and sell stocks, on an app on the phone or a brick &..

I have been buying municipal bonds from Fidelity for years. I entered and ordered the other day. They re-priced the..

Is investigating in the “basket” option from fidelity a smart choice for a beginner?

my wife and i are retired. both about 70 we have about 350,000 to invest. are a series of cds..

How do I find biblical responsible investments and how do I know I f what I’m invested in now is?

How can I find out expense ratio on funds. I have index Vanguard S&P, small cap, large cap etc. I..

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..