Investments Questions
My financial portfolio
I am an 80 year old woman with about $500,000. I am down about $40,000 in my IRA which is..
tax exempt bond funds
which are the best tax exempt bond funds to buy today
Stock Market
Should I pull out of the stock market after losing $20,000 plus since last April when I initially invested. My..
WGN Noon Business Hour
When will Dr. Bob Froelich be on the WGN Noon Business Hour next ? Thank you
Investing
Terry, Are you familiar with BMO’s “Smart Portfolio” as compared to let’s say, Fidelity or T Rowe Price. Looking at..
investment companies
my cpa suggested this company to invest in, do you have any info on them? FranklinTempleton ,Primerica. also thanks for..
Ira standard vs Roth
Im a 58yo female-have no retirement plan. Would like to start with a plan-Can I go through my Statefarm agent..
coupon rates vs yield
Could you please explain coupon rates on Treasury Bonds versus yields what is better
401K plan suggested by Fidelity
Hi Terry, I am 60years old and planning on retiring in 7 years. I have an aggressive portfolio right now..
401k investment choices
I have a FID Freedom 2030 retirement plan, currently I have 30% in domestic stock and 30% in foreign stock..
401 withdrawal at 67 years old
Terry, if I withdraw old 401k from previous employer do I have 6 months before to decide where to direct..
Cost basis after reinvesting dividends
Hi Terry, First I wanted to thank you for turning me on to treasury direct. My question is how do..
Investment fees and costs.
Hello! I read your article in the Chicago Tribune about looking into and understanding how much I pay in investment..
Investing
I have $100,000.00 in my bank which is from the recent sale of my house. My question is where I..
Stock purchase date lost
Lost purchase slip from years ago when I purchased Microsoft. Sold some shares in 2022 and trying to determine capital..
retirement holdings
My wife & I are in our 80’s and have no mortgage or credit card debt. We are able to..
CIM Group
Hi I tried to call on WGN but did not get through I have about $65,000 in an account with..
Robo Investor
Can your financial advisor use a Robo Investor to manage your account?
investing in municipal bond funds
Is this a good time to invest in a Municipal Bond Closed End Fund?
401k stock losses
Are 401k stock losses deductible on income tax?