Investments Questions

I am 77. My (and my husband’s) portfolio (all stocks) value has decreased about $700,000 since January. My RMD for..

What should I do?,I am worried I might lose the value of my stock. Should I sell and take my..

Hello,Terry! I typically max out my 401K contribution in January with my bonus. Would I be better off contributing with..

Hello, In June of 2022 our pension program at work was terminated. In 2023 we will have the option withdraw..

I purchased stockpile for 2 minor granddaughters. My daughter ran into problems opening custodial account so I tried. I am..

if I move managed brokerage money to a more conservative acct. or bank or institution is my tax liability on..

What do you think about GM. Financial notes

Recently I inherited two Nuveen funds, NZF and NAD. My parents had them for about 30 years. Are they worth..

I’m 71. Only about 15%of my IRAs are invested in Roth. I will probably never need my Roth money. Does..

with interest rates likely to rise in the next few months, when would be a good time to rotate into..

Hi Terry. I soon plan open an account with Charles Schwab And look in investment/mutual funds and dividends With the..

Can I get out alive from Edward Jones. I am very unhappy. This guy can’t explain a thing to me..

Hi Terry I have a 401k and I’m no longer with the company I started with 13000 now I’m down..

I have $30,000 in a 403B account. I moved all of my money into a safe account that only pays..

how to find monthly dividend stocks that give you a discount on their dividend programs

I’m a retired public school teacher. Before I retired, all of us teachers were only allowed to invest in our..

I’d like to use that website to purchase some stocks in particular companies. I will do this with a small..

Hello, Terry. Current mix is 59% Vanguard Target 2030 and 41% FXAIX FID 500 Index – Should this be changed?..

Hi Terry, I always look forward to your segments on the WGN Morning show. You talk a lot about the..

We have been wanting to move our investments from Edward Jones to Fidelity in order to save on fees. With..