Investments Questions

Hi Terry, I’ve called around to some coin shops and cannot get a good answer. My son was kindly gifted..

I was laid off and was told I have to take my 401k, what do I do?

I am 62 years old and still working. I need to rollover a $20.000 401K to my new employer. They..

Is it safe to stay with one brokerage firm?

Hi! My brother and I each inherited IRAs from our mom, who passed away in October 2020. We notice there..

Our son received a $8000+ check and wonders how he should invest it . He would like the ability to..

Hello, I just left a company that I was with for the last 2.5 years. I had a 401k with..

Terry, I’ve tried to expose my kids to concepts of investing as they’ve grown. I’m happy to see them want..

when will the interest rate go up to where it should be, maybe around 15% (guessing) Thank You

I am interested in 3 bucket system for retirement security. Do you favor a annuity or balanced funds for bucket..

Can I transfer funds out of my Vanguard money market settlement fund into an S&P fund

Dear MS Savage, Is there any role for (any type) Cryptocurrency in a balanced investment portfolio, either now, or in..

Could you share your views on GMMA’s today, their advantages or disadvantages and their place in a diversified portfolio?

I am 63 years old and have a Vanguard SEP-IRA with 40,000. This is not my main source of retirement...

Hi Terri! Hope this email finds you well! I am single mom with a yearly income of $40,000 and would..

Hello i seen you on wgn news. I have a question? I’m need to stock and the market and with..

I have a net worth of about $7.5 million. I’m selling a home I own that will net me about..

In your opinion, is it time to take some profits off the table and set the cash aside for a..

In February and March of 2020, you sent out emails saying “you can’t hide in bonds” and saying to move..

My Husband and I are in our late 60’s. We are both retired and live very comfortably on our Pension..