Investments Questions

Hi Terry, Love hearing you on WGN! My brother in law is 52 and self employed. He has no retirement..

I am 82 and my wife is 72 Would investing $30,000 – $50,000 in gold be wise at our age?..

I have met with an advisor and she has provided the. Cost to purchase A shares on a graduating school...

Where to invest $50,000 in today’s economy? I don’t want too long of a commitment. Probably two years at the..

Our financial advisor is recommending we diversify and add some private investments to our account. We’ve done some research and..

I am presently with Schwab I plan on opening a Roth IRA I have $7000 to invest either one lump..

I have a account with Schwab, I want to open an ROTH IRA, I have $7000 a year to invest..

I have substantial accounts with Morgan Stanley (the Silich Group in particular) which I have had for a long time...

Hi Terry, I want to rebalance my portfolio to a 40/60 mix. I am 74 years old. A few years..

Would you recommend buying ounces of gold or an ETF?

I’m 65 and got a late start with retirement saving. I currently work for a large company with a 401(k)..

Hello Terry, 1. I’m 75 YO’s, I do have a Roth IRA. Can I sell several stock shares now, put..

what is your opinion on private credit as an investment tool.

Hi Terry, I am 68 years old and I have a few hundred thousand dollars in a 401k. I was..

I’m 65, involuntarily retired (laid off 10-1-24) and started SS 1-1-25. I listen to you on WGN radio and thus,..

Should I move most of my funds to the Money Market fund? I have Ameriprise. No penalty and safer, predictable..

Terry – I’m 61 years old and plan to retire in the next 3-4 years. I work for a large..

Hi Terry, I have some T-bills coming up for renewal in August, and I’m thinking about taking all or some..

Thank you, for your information it is very helpful! I’m retired drawing from my 401k, i have 20% in money..

Retired 2 years Rolling over $210,000 401k held with Fidelity to another institution. Any thoughts on what to roll funds..