Investments Questions
Investment Money
We have $20000.00 we can invest and was trying to find our best options. I’m 72 years old and my..
Amazon stock
Hi Terry, I’m just wondering what your opinion is as to wether or not to purchase Amazon stock. If you..
new financial advisor
I am not happy with my financial advisor how can I move to a new advisor with out paying any..
Vanguard
I have been with Vanguard for 15 plus years and have been pleased with Vanguard. However, their recent rollout of..
Looking for Growth. Funded by ROTH IRA
I have $7000.00 to put into a mutual fund. I am not risk adverse. Can you recommend a start up..
WGN Business Hour with Dr. Bob
I would like to know when you will be having Dr. Bob Froelich on your WGN radio show. Thank you
Acorn accounts for grandkids
I heard you on WGN last night talking about the ACORN accounts for young people. Would I be able to..
Moving 401K to new employer
Recently left employer with a $46000, 401K. I thought I heard you say NOT to roll that into my new..
401K ROLLOVER to get better choices
I’m 67 yrs old….can I rollover my 401 K from a small business( medical practice) to an investment firm IRA..
Moving IRA money to cash
Hi Terry, you’ve helped me before so I’ve got another question for you. I’m wondering if I can take my..
transferring money from one IRA Fidelity mutual fund to another IRA Fidelity mutual fund
My husband and I are 82 and 80 years old. We have 1,300 shares in FSENX Fidelity energy fund traditional..
Amazon stock.
Do you think it’s a good idea to buy a few shares of Amazon before their stock split ? Or..
What to do with gifted money for children
Hi Terry, My children’s grandfather gifted them each $10,000. They are ages 16, 19, 21. I would like to know..
401K allocation
Hi Terry, I love listening to you on WGN. I have roughly 250K in my 401K and almost all of..
Investing in Dividend Paying Stocks
where to find monthly dividend stocks that have a discounted dividend plan
Investment
We are both 79 and have $50,000 in a savings account with hardly any interest. What can we do with..
investments too risky in retirement?
I have my investments with Fidelity. My wife and I are both retired. Because of the current financial state we..
retirement investments in annuities
What is your opinion of index-linked buffer annuities ?
Rollover IRAim
Im 72 yrs old. Not working. On Social security. Every day im losing over $1000.00 in my Fedility acct. What..
IRA / Stocks
I AM 67 YEARS OLD AND HAVE 50,000 LEFT IN MY OR A DOWN FROM 55,000 AT THE START OF..