Investments Questions

I received a letter from The Treasury Department saying I should (not that I have to) cash in some matured..

I sold a few shares of stock this year. I subtracted what I paid for the shares versus their sale..

Terry I am a 63 year old widow, within the last seven years have become disabled due to three brain..

I have money invested that I’d like to use since I’m 76. I’d like to purchase a more expensive home,..

Do international bonds have any place in retiree portfolios? Thank you

Terry, I’m holding 12 stocks, most of which pay a dividend(ATT, KMI, GE, CBOE, and a few others)…I reinvest the..

What is the the best vehicle to get my grandkids started with stock investments?

I am trying to change financial advisors for my accounts at TD Ameritrade, but they are telling me I have..

My mother, Judy, has approximately $100,000 in an investment portfolio. My brother thinks it’s a good idea to put a..

how do you feel about usine short (1-5year) annuities to increase return on cash?

Terry, I value your opinion immensely so I have to ask you a question about my 401K. At the age..

Hi, Terry. On WGN this morning a viewer asked if Vanguard’s Personal Advisor Service was worth the .03% fee, and..

My son inherited $100,000 under very tragic circumstances. This money has been sitting in a Chase savings account for 5..

Hello Terry. I was hoping that you could shed some light on a dilemma that I’m having. I am 46..

My wife and I are 81 and have most of our money in stocks and mutual funds($950,000.) I want to..

I’am a senior in my 70 I am financially secure. I would like to invest one thousand dollars in the..

I have an allocation of 40% stocks, 53% Bonds rest cash Mostin mutual funds with the exception of 110K of..

I have over 100,000.00 in a stock market account. It’s done well but I would like it to do more..

My tax advisor/CPA has proposed moving my two American Fund accounts (one IRA and one Joint Investment), which are a..

Hi Terry! My 16-year-old son started his first job and I was advised that I should consider having him opening..