Investments Page 19

Investments Questions

Amazon stock

Hi Terry, I’m just wondering what your opinion is as to wether or not to purchase Amazon stock. If you..

new financial advisor

I am not happy with my financial advisor how can I move to a new advisor with out paying any..

Vanguard

I have been with Vanguard for 15 plus years and have been pleased with Vanguard. However, their recent rollout of..

Looking for Growth. Funded by ROTH IRA

I have $7000.00 to put into a mutual fund. I am not risk adverse. Can you recommend a start up..

WGN Business Hour with Dr. Bob

I would like to know when you will be having Dr. Bob Froelich on your WGN radio show. Thank you

Acorn accounts for grandkids

I heard you on WGN last night talking about the ACORN accounts for young people. Would I be able to..

Moving 401K to new employer

Recently left employer with a $46000, 401K. I thought I heard you say NOT to roll that into my new..

401K ROLLOVER to get better choices

I’m 67 yrs old….can I rollover my 401 K from a small business( medical practice) to an investment firm IRA..

Moving IRA money to cash

Hi Terry, you’ve helped me before so I’ve got another question for you. I’m wondering if I can take my..

transferring money from one IRA Fidelity mutual fund to another IRA Fidelity mutual fund

My husband and I are 82 and 80 years old. We have 1,300 shares in FSENX Fidelity energy fund traditional..

Amazon stock.

Do you think it’s a good idea to buy a few shares of Amazon before their stock split ? Or..

What to do with gifted money for children

Hi Terry, My children’s grandfather gifted them each $10,000. They are ages 16, 19, 21. I would like to know..

401K allocation

Hi Terry, I love listening to you on WGN. I have roughly 250K in my 401K and almost all of..

Investing in Dividend Paying Stocks

where to find monthly dividend stocks that have a discounted dividend plan

Investment

We are both 79 and have $50,000 in a savings account with hardly any interest. What can we do with..

investments too risky in retirement?

I have my investments with Fidelity. My wife and I are both retired. Because of the current financial state we..

retirement investments in annuities

What is your opinion of index-linked buffer annuities ?

Rollover IRAim

Im 72 yrs old. Not working. On Social security. Every day im losing over $1000.00 in my Fedility acct. What..

IRA / Stocks

I AM 67 YEARS OLD AND HAVE 50,000 LEFT IN MY OR A DOWN FROM 55,000 AT THE START OF..

chicken money

Hi terry – I know you always advise to stay invested in the market. We have a million and a..

money

ASK TERRY

a personal
finance question