Investments Page 26

Investments Questions

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..

Just read your letter email on bonds interest rates and inflation

I’am 71 years old retired I have 171,000 invested in blackrock di, given what you said about bonds is blackrock..

Investing $46,000

What would be the best place for safe investment of $46,000. Currently have this money in annuity with Northern Trust/Sammons..

Buying a stock for my grandson

Hi, Terry. My grandson will be 18 soon, and I’m wondering if buying stock would be a great gift. If..

money

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