Investments Questions

I have shares of stocks I received from my mothers estate., and would like to invest in more. Do I..

Hi Terry, I am going to be 49 this year and concerned about the possibility of a recession. The last..

I have a 401k is it OK to keep it where it’s at I have it at walmart

Hi Terry, my financial advisor, who I’ve been with for decades, is telling me all signs point to the stock..

i ‘m 73 yrs young i need to take distribution from my ira should i take it now since the..

Good afternoon Terry. I love listening to you on WGN. I am 60 years old and was gifted $10,000. I..

My financial advisor/firm has consistently outperformed the Dow Jones average. My funds are invested more conservatively since I am 61..

67 years old. Have about150k in vanguard 2020 traditional/rollover IRA. Is there a safer “harbor” to keep this money and..

Hi! I’m almost 60, on disability, with a traditional IRA. Have pension, solid emergency fund, and additional savings. Low risk..

After years of educating my sons, now 27 and 24yrs old , about investing in Vanguard they finally bit the..

I have an investment property that I am thinking of selling. Do you think in the near future the capital..

Given that signs point to a possible recession, how should I adjust my portfolios to cope with it and not..

Hi, My husband and I have $150,000 in our savings account that we do not need right now . We..

My husband will be 65 and contributes the maximum allowed (good % match from employer)to his 401K. He feels secure..

Do you think an IRA fixed annuity is a safe investment ?

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..