Investments Questions
Retirement 401K transfer
I have retired and need to transfer my 401K to an IRA. In your opinion, who has the better performing..
Your projection on stocks in 3rd and 4th quarters
Your projection on the stock market for the 3rd and 4th quarters
Recommended Investments for a Teen
My grandson just graduated from 8th grade and told me he would like to use some of his graduation money..
Cash app?
Hi Terry I listen to you and WGN all the time I have a quick question about the cash app..
S&P 500
What is the proper symbol for the S&P 500 I’m new at this
Inadvisability of bonds
You delivered a very well-designed and executed 1-hour seminar at the invitation of NY Life. A portion of your comments..
Stock Splits
some of my stocks were known for splitting after they hit a certain price ceiling. Lately these stocks are 2..
capital gains tax
I am a recent widow, need to sell Walmart stock for income. held 30 years can I avoid Capital gains..
401k
what would be a good investment if you take out some of your 401k money without paying 20% penalty. I..
Pacific Life Variable Annuity
I have two Variable Annuity in my name and the other was my husband but now it’s in my name..
Stock
Hello Terry, What stock should I buy as a long term investor?
Mom’s retirement account
Hello Terry, Thanks for all you do! … When Covid hit I moved $50,000 of 86 year old mothers Morgan..
Fidelity Balanced Fund
Is it advisable for retirees to purchase?
ETF funds.
What etf fund would you recommend for an investment ?
young investor mutual fund?
Hi Terry, I called in on the WGN line and you recommended a Vanguard Fund for my son living at..
Loving rising bond yields
I just don’t understand the many articles being written warning about rising bond yields. I know the danger of inflation,..
Annuities
What’s your what’s your opinion of fixed annuities? Is this a good option with nearing retirement?
Financial PLanner Fees compared
Hi Terry: is it more important to compare the fees a financial planner charges or what they can ultimately bring..
Safe place for investment
I am a 65 single male. I plan on taking my SS at 66 and 4 month and work part..
Investment
Hi Terry. We enjoy watching you on WGN Chicago. I just inherited $5000. What would be a good investment at..