Investments Page 2

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..

money

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