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..