Investments Questions

I have held boing since Trump got in office. I am up 70%> So is it worth holding and assuming..

With some of my stocks showing massive gains (Apple), it’s tempting to make a partial early withdrawal on my Rollover..

My assets under investment are with Vanguard and my advisor there recommends that of my equity investments 60% being in..

Im leaving my job Im 56 how much time do I have to move the money from my 401 without..

Hi Terry, My husband and I are both 42, we are finally, financially able to start some retirement. Yes, I..

I have four annuities of varying amounts that are fully vested with no withdrawal surrender charges. Is it possible and..

Hi, I am 73 and have been contemplating opening a stock portfolio. I previously had a Share Builder account and..

With the impeachment events going on and the ups and downs of the market, I still need to get back..

Hi Terri, I’m 58 yrs old and the only investments I have are through my 401K. I want to invest..

Dear Terry I have very little money and I am in my second year of retirement(retired at 67). Many things..

I just moved my $250k government TSP account over to a Schwab IRA account. They suggested I put all the..

So im not retiring anytime soon. BUT i want to protect my 457 against the inevitable recession. Also my 457..

Hi Terry, I appreciated reading your article titled “Large Investment Firms ditch commissions”, but it raised one question. You point..

I am 61 and have a 403b fund and someone suggested I look at annunites? suggestions? what do you think?

Hi Terry, ok, I turn 55 next month and want to put myself on a 10 year plan to retire..

I heard you speak on WGN…mid-day…the week of Sept 9, I think. Did I hear you say that 65+ year..

We have about $24k in stock and we will be retiring within the year. How do we convert with getting..

HELLO, LOOKING FOR A SUGGESTION ON WHERE TO DO SOME LATE INVESTMENT FOR THE NEXT FEW YEARS…MAYBE FIVE (5); I’VE..

I’m thinking of moving my IRA from Wells Fargo to State Farm. I feel like I get more personal attention...

Hi Terry, my name is Kimberly and I’ve been discussing with a co worker on getting into the stock market..