Investments Questions

Took your advice ( at the Beverly Arts Center) and consolidated 5 small annuities, some from fraternal organizations, into one..

I own Johnson&Johnson stock. They are asking me if I would like to exchange this stock for Kenvue common stock...

I am 70 and currently have $10k in a Black Rock account. I am wondering if you would suggest moving..

Hi Terry, I bought my girls stock over 20 years ago. I had the paper certificates and they are now..

Can I name my Living Trust as the beneficiary of the individual stocks that I own instead of renaming the..

I am retiring in 2 weeks. May I roll over my 401-K in to an IRA in Treasury Bills? I..

Thoughts on opening a ROTH for my teenage children? Do’s and don’ts?

My granddaughter will turn 18 in a week & has been working during her high school years. Tonight she ask..

Terry, even you suggest an s&p index fd and you saying s&p 500 stock MARKET index fd or s&p500 stock..

What is your opinion about Charles Schwab and TD Ameritrade

You have been touting the index 500 fund. Is this one preferrable to the total market index fund? If so,..

Hi! I am 55 years old & divorced. I only have about $2000 in savings. Just opened an IRA. Would..

What is 27 shares At&t corp bond be worth. Today and would it collect interest over time?

Terry, I have a 401K through my employer. It is split up into various funds up to 100% for a..

Hello Terry, I received 9 shares of Exxon Stock worth $500.00 from my employer PAYSOP in the early 90’s. It..

Terry, should we be buying gold and silver to protect retirement funds from Biden Administration? What % should we put..

My company had vanguard 401k for as long as I can remember. Our company been bought by another company and..

My financial advisor at Vanguard is recommending that I participate in their Tax Loss Harvesting service. Your thoughts on this..

With 3 accounts in my portfolio, which must all be kept separate (inherited IRA, Roth IRA, traditional IRA) my fiduciary..

Good Morning, I listen to you on WGN radio and enjoy your expertise. My question is this: I’m opening my..