Investments Questions
Investments
I have money invested that I’d like to use since I’m 76. I’d like to purchase a more expensive home,..
International bonds
Do international bonds have any place in retiree portfolios? Thank you
Dividend reinvestment
Terry, I’m holding 12 stocks, most of which pay a dividend(ATT, KMI, GE, CBOE, and a few others)…I reinvest the..
Stock market introduction for teens
What is the the best vehicle to get my grandkids started with stock investments?
Differences in Investment advice and fees
I am trying to change financial advisors for my accounts at TD Ameritrade, but they are telling me I have..
investment mix for my 81 year-old mother’s portfolio — Bonds??
My mother, Judy, has approximately $100,000 in an investment portfolio. My brother thinks it’s a good idea to put a..
savings yield vs annuity
how do you feel about usine short (1-5year) annuities to increase return on cash?
401 K Options for investment.
Terry, I value your opinion immensely so I have to ask you a question about my 401K. At the age..
Personal advisor services — worth the fee?
Hi, Terry. On WGN this morning a viewer asked if Vanguard’s Personal Advisor Service was worth the .03% fee, and..
Inheritance investment
My son inherited $100,000 under very tragic circumstances. This money has been sitting in a Chase savings account for 5..
Schwab portfolio
Hello Terry. I was hoping that you could shed some light on a dilemma that I’m having. I am 46..
Market money — how to move to safety
My wife and I are 81 and have most of our money in stocks and mutual funds($950,000.) I want to..
Investments
I’am a senior in my 70 I am financially secure. I would like to invest one thousand dollars in the..
Asset allocation for a retired 84 year old Now is 40%stock 53%bonds
I have an allocation of 40% stocks, 53% Bonds rest cash Mostin mutual funds with the exception of 110K of..
Stock
I have over 100,000.00 in a stock market account. It’s done well but I would like it to do more..
Fiduciary Shares VS Class A or Class C in AMERICAN FUNDS
My tax advisor/CPA has proposed moving my two American Fund accounts (one IRA and one Joint Investment), which are a..
teenager opening a Roth
Hi Terry! My 16-year-old son started his first job and I was advised that I should consider having him opening..
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..