Investments Questions

Can my advisor move my ETF’s to a money market account temporarily without paying capital gains and reinvest at a..

Hi Terry. Keep up the good work, love to see you on WGN! I’m 70 & retired. I have enough..

I am 59 yrs old. I have 90% of my money in Roth and Traditional IRAs. Should I do something..

Looking for a no or low cost investment company to open a Traditional or Roth 401k to save money, purchase..

Are corporate bond EFT’s a good alternative to individual low paying corporate bonds right now?

I enjoy watching you on WGN. Is it a good time to buy Disney or do you advice to wait..

HI Terry: Help! I am a 68 year old retiree and widower with no children. I had just under $1.4M..

When I retired 3 years ago I rolled over my 401k into an IRA cd at 2.5%°. It comes due..

Hi Terry, What is your opinion of Ginne Mae funds for income, and as a safe place to keep funds..

Hi Terry, I am still currently employed and have two 401K plans. One with my previous company (only mutual finds,..

Hello Terry! As everyone has, I lost huge in my 401K. Over $11000.00! so far! I’m soon to be 66..

During the pandemic can we cash out our 401k without any penalties?

I have a 401(k) with my employer they are not matching anything anymore I have a CD with my bank..

I currently reinvest dividends from several stocks. Can I change them to payout dividends or do I have to sell..

My wife and I are both approaching age 80. Our investment portfolio is primarily in stock mutual funds and approximately..

HiTerry, My husband & I are retired 67 & 68 for 2 yrs! Scared & sold stocks & went to..

Would you buy airline stocks now and which ones?

I would like to purchase some stock on the ASX exchange. Are there any investment companies in the US that..

Dear Terry, I have followed your column for years and I am an ardent fan. I am 70 and my..

Understanding that I will not sell these until they mature- in my case 5 -7 years, what are the downsides..