Investments Questions
moving investments from my broker
Can I get out alive from Edward Jones. I am very unhappy. This guy can’t explain a thing to me..
401k
Hi Terry I have a 401k and I’m no longer with the company I started with 13000 now I’m down..
403B withdrawal
I have $30,000 in a 403B account. I moved all of my money into a safe account that only pays..
dividend stock
how to find monthly dividend stocks that give you a discount on their dividend programs
403b’s invested in insurance companies annuities
I’m a retired public school teacher. Before I retired, all of us teachers were only allowed to invest in our..
Name Mentioned on John Williams about where to purchase individual stocks for young investor
I’d like to use that website to purchase some stocks in particular companies. I will do this with a small..
401(k) Investment Strategy
Hello, Terry. Current mix is 59% Vanguard Target 2030 and 41% FXAIX FID 500 Index – Should this be changed?..
Investments in the Stock Market
Hi Terry, I always look forward to your segments on the WGN Morning show. You talk a lot about the..
A bad time to change financial institutions?
We have been wanting to move our investments from Edward Jones to Fidelity in order to save on fees. With..
My advisor
How important is it to continue to pay an advisor at Vanguard when all I see is negativity? I realize..
401k
My husband and I are 69 years old we are both working still because we have a mortgage on our..
401K
I am a 67 year old retiree. I have loss over $30,000 because of the stock market being down for..
Mutual fund investment
I have $10,000 invested in Fidelity Contrafund. My dad thinks I should go into cash given recent economic times. Should..
Total Investment withdrawal
Hi, I am totally afraid to look at my Edward Jones. My husband passed on12/31/21 and I have Invested about..
IRA account falling in value
Hello Ms. Savage. I have recently lost $33,000 out of a $230,000 IRA account. I am seriously thinking about transferring..
Economics
Is defensive stock the best type of stock to invest in now because of inflation?
Portfolio Strategy age 81
I am 81 and am concerned about the equity exposure in my portfolio. The “do nothing and hope they recover”..
Mutual Funds Terry: Depends on your age
Hi Terry, how are you doing? We, my wife and I, are in our 60’s, we have, had, approximately, $100,000..
IRA — Terry: Sell Half!
My husband and I retired 6 years ago and now the market is killing us we are in our 70s..
Investments
At 86, we are debt free, investments going down, beginning to worry. Monthly Bill’s going up. Cash all out, or..