Investments Questions

We are in our first year of retirement and have accounts with Edward Jones. What can we move our investments..

We have had a financial advisor for years, BUT are not happy with her at this time. She keeps telling..

Hi Terry- I just saw you on WGN but only caught the last minute or so. I was wondering what..

I have a large investment portfolio beside my retirement pension and social security. I don’t need to touch the money..

Hello Terry, Listen to you every Wednesday on the John Williams show. I have a question that I hope you..

My husband (74) is panicking about what he perceives as a devastating recession on the horizon. He wants to pull..

I am 65 and retired. I have ~420K in my 401 and could not take all of the negative news..

I’m collecting my 2nd RMD this year from my company 401k. I have this retirement money with Fidelity in Pru..

Good Morning Terry awhile back I had told you that I have a 401K at an employer I no longer..

Terry, I will be 82 in October. I just have $50,000. In my IRA. I have life insurance but not..

Hi Ms. Savage, I’m sixty three and a half and considering retirement in the next two years. My mortgage is..

If I have $25,000 DLS which o where is the best way to invest that money This money is from..

Is it wise to cancel out a 401-K from my former employer (Empower is handling it and has lost over..

After a major “correction” like we’re having now , what sectors tend to rebound first ? Is this a good..

Would l be better off taking my money out and buying property in different states or condo I’m 75 the..

Terry I am 71 and I am still working. Probably another year or so. My retirement funds are in my..

since January of 2022 we started out with $57,342 in April it is $49,395 , we took a big hit..

Hi Terry, I am 85 years old and I have approximately $85,000 in my company sponsored 401K a few months..

74 y/o pt working widow, take money out of the market?

I am with Vanguard for last 7 years they are very affordable service is there another service thats as good..