Investments Questions

Grandson 14 wants to start saving/investing. He asked about Roth. Not sure what he should do. Any suggestions. Thanks Randy

I have 100,000 in at&t bought though the company were I worked for 38yrs. Should I hold or sell.

Hi Terry, I saw your segment on WGN yesterday regarding 401k rollovers. I have a few 401k accounts from several..

Hi Terry, In 2019 I sold a Vanguard bond mutual fund and moved the money ($114500) to the Vanguard money..

I am83 years old, I have money invested in the market. I’ve been told that I would be better off..

Do you recommend I bonds as a gift for 20 and 30 somethings? The current interest rate is attractive, but..

Hi Terry, My wife and I have a small business, Just the two of us. I would like to invest..

Read your article about Stockpile.com. Went to purchase gift card so nephew could open account with his father. We all..

Hi, Terry. You’ve helped me in the past with my first RMD and rollover. I saw you on WGN tv..

I have read your writings and I follow you on WGN radio. I am an extreme low risk investor. I..

What is your suggestion as an alternative investment to bonds at the current time? Currently I have a traditional portfolio..

Hi Terry, I have 16.1% stocks, 37.4 % bonds, 46.5 % short-term reserves. I saw you on WGN the other..

I received a letter from The Treasury Department saying I should (not that I have to) cash in some matured..

I sold a few shares of stock this year. I subtracted what I paid for the shares versus their sale..

Terry I am a 63 year old widow, within the last seven years have become disabled due to three brain..

I have money invested that I’d like to use since I’m 76. I’d like to purchase a more expensive home,..

Do international bonds have any place in retiree portfolios? Thank you

Terry, I’m holding 12 stocks, most of which pay a dividend(ATT, KMI, GE, CBOE, and a few others)…I reinvest the..

What is the the best vehicle to get my grandkids started with stock investments?

I am trying to change financial advisors for my accounts at TD Ameritrade, but they are telling me I have..