Investments Questions
Volatile market
Terry, Question with the market being so volatile my husband and I are retiring at the end of the year..
Roth IRA Excess Contribution
Hello Terry! I’m a first time questioner, but my Stepdad talks very highly of you so I though I would..
401k at retirement
Where should I invest my 401k now that I have retired?
Retirement fees
I am a retired teacher NOT from CPS and I have a portfolio of investments in mutual funds. I have..
Self-Directed IRA
Wish to have IRA make direct payment to current holder of sister’s residential mortgage; sister will then make payments to..
Investing for 14 year old
Grandson 14 wants to start saving/investing. He asked about Roth. Not sure what he should do. Any suggestions. Thanks Randy
At&t common shares
I have 100,000 in at&t bought though the company were I worked for 38yrs. Should I hold or sell.
401k rollover and 2019 income tax
Hi Terry, I saw your segment on WGN yesterday regarding 401k rollovers. I have a few 401k accounts from several..
Selling a mutual fund
Hi Terry, In 2019 I sold a Vanguard bond mutual fund and moved the money ($114500) to the Vanguard money..
Index Funds
I am83 years old, I have money invested in the market. I’ve been told that I would be better off..
I bonds
Do you recommend I bonds as a gift for 20 and 30 somethings? The current interest rate is attractive, but..
Business Investing
Hi Terry, My wife and I have a small business, Just the two of us. I would like to invest..
Stockpile
Read your article about Stockpile.com. Went to purchase gift card so nephew could open account with his father. We all..
401k
Hi, Terry. You’ve helped me in the past with my first RMD and rollover. I saw you on WGN tv..
Interested in an Annuity
I have read your writings and I follow you on WGN radio. I am an extreme low risk investor. I..
Bond Fund alternatives?
What is your suggestion as an alternative investment to bonds at the current time? Currently I have a traditional portfolio..
bonds
Hi Terry, I have 16.1% stocks, 37.4 % bonds, 46.5 % short-term reserves. I saw you on WGN the other..
Keeping Series E savings bonds past their maturity.
I received a letter from The Treasury Department saying I should (not that I have to) cash in some matured..
Stock sale and 2021 Taxes plus Selling Other Shares to Offset Gains
I sold a few shares of stock this year. I subtracted what I paid for the shares versus their sale..
Vanguard?
Terry I am a 63 year old widow, within the last seven years have become disabled due to three brain..