Investments Questions
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..
mint sets
Hi Terry, I’ve called around to some coin shops and cannot get a good answer. My son was kindly gifted..
401k rollover help
I was laid off and was told I have to take my 401k, what do I do?
401K rollover
I am 62 years old and still working. I need to rollover a $20.000 401K to my new employer. They..
Retirement asset protection.
Is it safe to stay with one brokerage firm?
Investing Inherited IRAs for Maximum Returns Under New Rules
Hi! My brother and I each inherited IRAs from our mom, who passed away in October 2020. We notice there..
Investment
Our son received a $8000+ check and wonders how he should invest it . He would like the ability to..
What to do with a 401K from an employer I left?
Hello, I just left a company that I was with for the last 2.5 years. I had a 401k with..
Investing for children
Terry, I’ve tried to expose my kids to concepts of investing as they’ve grown. I’m happy to see them want..
interest rates rising?
when will the interest rate go up to where it should be, maybe around 15% (guessing) Thank You
Bucket system
I am interested in 3 bucket system for retirement security. Do you favor a annuity or balanced funds for bucket..
Money market settlement fund transfer to S&P 500 fund
Can I transfer funds out of my Vanguard money market settlement fund into an S&P fund
Crypto-Currencies
Dear MS Savage, Is there any role for (any type) Cryptocurrency in a balanced investment portfolio, either now, or in..
Portfolio Balance
Could you share your views on GMMA’s today, their advantages or disadvantages and their place in a diversified portfolio?
IRA diversification
I am 63 years old and have a Vanguard SEP-IRA with 40,000. This is not my main source of retirement...