Investments Questions

Hi – I was let go from my job and have $150k 401k balance that I need to reinvest. It..

First of all, I always enjoy seeing you on WGN. As you discussed today the S&P has become like a..

Only have social security monthly what should we do ? In 2015 freedom fund loosing money Scared not smart enough..

Terry, Question with the market being so volatile my husband and I are retiring at the end of the year..

Hello Terry! I’m a first time questioner, but my Stepdad talks very highly of you so I though I would..

Where should I invest my 401k now that I have retired?

I am a retired teacher NOT from CPS and I have a portfolio of investments in mutual funds. I have..

Wish to have IRA make direct payment to current holder of sister’s residential mortgage; sister will then make payments to..

Grandson 14 wants to start saving/investing. He asked about Roth. Not sure what he should do. Any suggestions. Thanks Randy

I have 100,000 in at&t bought though the company were I worked for 38yrs. Should I hold or sell.

Hi Terry, I saw your segment on WGN yesterday regarding 401k rollovers. I have a few 401k accounts from several..

Hi Terry, In 2019 I sold a Vanguard bond mutual fund and moved the money ($114500) to the Vanguard money..

I am83 years old, I have money invested in the market. I’ve been told that I would be better off..

Do you recommend I bonds as a gift for 20 and 30 somethings? The current interest rate is attractive, but..

Hi Terry, My wife and I have a small business, Just the two of us. I would like to invest..

Read your article about Stockpile.com. Went to purchase gift card so nephew could open account with his father. We all..

Hi, Terry. You’ve helped me in the past with my first RMD and rollover. I saw you on WGN tv..

I have read your writings and I follow you on WGN radio. I am an extreme low risk investor. I..

What is your suggestion as an alternative investment to bonds at the current time? Currently I have a traditional portfolio..

Hi Terry, I have 16.1% stocks, 37.4 % bonds, 46.5 % short-term reserves. I saw you on WGN the other..