Investments Questions

I’ve recently retired and have moved my pension and 401K into an Annuity and Managed accounts. My funds are disappearing..

Hi Terry! I’m 61 and my wife is 62. We have 725K saved for retirement, 60% in Equity funds and..

Hi Terry thank you for your time. We are early 60s I work part time my wife is still working..

Hi Terry, Recently my husband got a raise and we now have an extra $400 a month. We are trying..

What percent of stocks should I have invested if I am 69 years old. No pension just social security at..

Due to not going out and staying home for the past two years, I have four or $5000 that I’d..

I am 61 would like to retire next year and have a 401k vanguard through my employer…I just lost 40k..

should I transfer out of Hi-Yield bond fund to money market fund?

Terry, Should I continue to buy I-Bonds or switch to Charles Schwab’s SCHD ETF in a Roth IRA? I’ve been..

I have money to invest have an advisor for stock etc. what other opportunities available for seniors

My company changed are 401k to prudential . Have you heard of Goal maker and what is your opinion ?..

I am a single woman in my late 50s and would like a safe investment for $50,000 that pays more..

My 401k is not performing

Hello I have followed you for a number of years my question to you is is it possible within 5..

We have $20000.00 we can invest and was trying to find our best options. I’m 72 years old and my..

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

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

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

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

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