Investments Questions
IRA investments
My Ira is totally in stocks (seems to track Russel 2000) if I get out of the market where would..
What should my portfolio look like
I’m 69 years old. What should my portfolio look like. I have $298,000 in my portfolio. $150k is in NIDIA...
Gold
Should I sell my gold now or wait & see if it is going to continue to increase?
BUYING BONDS NOW
I want buy a 30 yr bond now with the interest rate in the upper 4’s. lets say the fed..
T bills
My grandson wants to invest in short term. 6 mo. Are T bills his best option. I know nothing about..
Private Credit
Terry, We listen to you on the radio and on your site, and read the columns you publish. Your July..
First time retirement investment
Hi Terry, Love hearing you on WGN! My brother in law is 52 and self employed. He has no retirement..
Gold
I am 82 and my wife is 72 Would investing $30,000 – $50,000 in gold be wise at our age?..
Full service brokerage fees
I have met with an advisor and she has provided the. Cost to purchase A shares on a graduating school...
Short term investment
Where to invest $50,000 in today’s economy? I don’t want too long of a commitment. Probably two years at the..
Private investments
Our financial advisor is recommending we diversify and add some private investments to our account. We’ve done some research and..
Roth
I am presently with Schwab I plan on opening a Roth IRA I have $7000 to invest either one lump..
Investment
I have a account with Schwab, I want to open an ROTH IRA, I have $7000 a year to invest..
Can a brokerage account team refuse to service me?
I have substantial accounts with Morgan Stanley (the Silich Group in particular) which I have had for a long time...
Rebalancing
Hi Terry, I want to rebalance my portfolio to a 40/60 mix. I am 74 years old. A few years..
Buying Gold
Would you recommend buying ounces of gold or an ETF?
401k
I’m 65 and got a late start with retirement saving. I currently work for a large company with a 401(k)..
Roth IRA trading rules
Hello Terry, 1. I’m 75 YO’s, I do have a Roth IRA. Can I sell several stock shares now, put..
private credit
what is your opinion on private credit as an investment tool.
Private markets investing in Empower 401k
Hi Terry, I am 68 years old and I have a few hundred thousand dollars in a 401k. I was..