Investments Questions

I’m 57 with ~$500K concentrated in AAPL and BRK-B (significant embedded gains). An advisor suggested Direct Indexing over 5 years..

I am still working at almost 69, have a diverse but stock heavy portfolio, and a net worth in the..

Having some highly appreciated tech stocks, I have heard that it poses risk, and an undiversified portfolio (this is an..

Good morning, I bought United Airlines stock in 2020 and have received a substantial capital gain of over $100k. Is..

What is the quickest way to find the current interest paid on zero-coupon U.S. Treasury Bills?

My daughter just graduated as a Speech language pathologist. She already has a job offer 72 thousand with a 401..

What is your current opinion on using TIPS in an IRA? It currently looks like 30 year TIP yields in..

Hi Terry, in my SEP account one of my stocks (Hologic) went private. I now have $400,000 in cash from..

I want to introduce my 11 and 13 year old kids to the world of finances and investing to give..

i just retired after 52 years and have to make a choice what to do with my 401 k ,..

Good morning, Retired in June 2025 with a company 401K. The money is still in this account. Invested with Fidelity..

How can I get in on a small investment ($1000) in the Space X IPO that is set to launch..

Hi Terry! I invested in Apple many years ago, and it has split several times. With a cost basis of..

Hello Terry! I have purchased several stocks for my son via Stockpile with a lifetime membership fee paid. Now the..

Where can I find the information?You were talking about on the John williams show. When you were comparing the s&p..

I have $110K in a Fidelity investment account. How can I increase my account balance ?

Love you on wgn radio, thanks. I moved my 401 k contribution in February from $300 to $525 a month...

2 months ago I opened a Roth for my 25 year old son (an Instagram suggestion I might be regretting)...

I have recently purchased stock in DXYZ, Destiny Tech 100. I am a newbie in the stock market. I had..

Are Vanguard ETF’s (US stocks, international Stocks, US bonds, international Bonds) a good option to Fidelity managed Mutual funds? I’m..