Investments Questions

Hi Terry, I purchased $2 worth of stock with Apple, wil it be worth investigating that small amount with Apple?

I am 64 years old, work full-time. My husband is 71 years old and retired. I contribute 15% of my..

JPM advisor requires signing a mandate that automatically rebalances my IRA account to assure a certain stock/bond/cash mix. My conservative..

What are your thoughts on Gold IRA’s? Where do you see precious metals heading in the near future?

Hi Terry, I retired at age 70 from my job and now get social security. I invested in 4 stock..

Hello Terry, I am 72 years old, I have an IRA ( about $175,000.00 ) that has been loosing money..

My husband and I have been retired for three years. We live on our social security and withdrawals from our..

I have 65 percent of my money in stocks, bonds in mutual funds, 35 percent in money market. My IRA’s..

Good Morning Terry! Enjoy you on WGN. I have $1,000.00 I’d like to invest. I have some idea where to..

I am 77. My (and my husband’s) portfolio (all stocks) value has decreased about $700,000 since January. My RMD for..

What should I do?,I am worried I might lose the value of my stock. Should I sell and take my..

Hello,Terry! I typically max out my 401K contribution in January with my bonus. Would I be better off contributing with..

Hello, In June of 2022 our pension program at work was terminated. In 2023 we will have the option withdraw..

I purchased stockpile for 2 minor granddaughters. My daughter ran into problems opening custodial account so I tried. I am..

if I move managed brokerage money to a more conservative acct. or bank or institution is my tax liability on..

What do you think about GM. Financial notes

Recently I inherited two Nuveen funds, NZF and NAD. My parents had them for about 30 years. Are they worth..

I’m 71. Only about 15%of my IRAs are invested in Roth. I will probably never need my Roth money. Does..

with interest rates likely to rise in the next few months, when would be a good time to rotate into..

Hi Terry. I soon plan open an account with Charles Schwab And look in investment/mutual funds and dividends With the..