Investments Questions
Raised management fee by Fidelity
I am 79years old and have a managed and a self managed fund. My self managed fund is in Tech...
Vanguard Accounts
Good morning. We are looking to put all of our accounts that we have with Schwab into a vanguard account...
401k
I have a 401k with a passive blended account through Fidelity ,most set at 2025. I’m looking to partially retire..
Gold coins
What is a good amount to start a collection of gold coins
investing
How can I invest in S&P
Financial advisor changing broker services
My husband and I are retired. Have been with one financial advisor for years. We received a packet of info..
American funds
Hi Terry Thanks for answering about American funds little disappointed about the fees . My daughter is 21 last yr..
Stocks
Hello Ms. Savage: If you please, what is the appropriate number of stocks an individual should own?
American Funds
Hi Terry enjoy listening to you I wish you were on for two three hours you have such great info..
Shares of stock
I have a few old shares of PepsiCo stock I would like to cash out. Can’t find anyone who wants..
Finance
I love your show on WGN every Wed. Question where can I put like $10K to make some better interest..
Precious Metals
Is gold a good investment for one’s portfolio and if so coins or bars? I have a large safe.
Gold
What are your thoughts of transferring 401K into gold? And who would you recommend to by gold from?
Stocks with Dividends
Where can I find the best stocks with dividends. I’m 67 and retired . Thank you
transfer of 401k to an IRA
I have recently retired & wanted to know if I should take my 401k funds & transfer them to an..
457B Can I rollover?
I am 61 and no longer work at a company that I have 25k in a 457B pre-tax account (Nationwide..
Roth IRA
I have about $5,000 of available, uninvested funds inside a Roth. What suggestion(s) would you have for those.
Help with portfolio
Hi Terry, My husband has Dementia, and so a couple of years ago I took over the family finances. Because..
401k Ticker symbol no longer avaiable
For many years my 401K sent a notification of what the ticker symbols are for each available choice. They stopped..
Reinvested dividends and the “wash” rule
I automatically reinvest all dividends (and capital gains). If this reinvestment occurs within 30 days of a captured loss, is..