Investments Questions
CDs vs. Bond Funds for portfolio
With the interest rates changing the last 18 – 24 months, we have switched from using bond funds to building..
Novice stock investor
Hi Terry, I am 40 years old and I still have always wanted to get into the stock market but..
Can’t figure actual financial fees
My advisor says he is charging a fee of 1.25%.However over the past ten years he has made one hundred..
Disabled, with money to invest
Hello Terry Savage, I am a big fan of yours and I highly respect you, which brings me to my..
How do I know that my (Fee Based) CFP is really doing the best for me?
We have a diverse portfolio, Mutual Funds and Annuities mostly. By recommendation we have moved a company program 401k into..
Stock Market Investment — Getting Started
Hello, I am totally ignorant as it relates to the stock market but would like to know how to begin..
Security of 403b contracts during economic downturn
Hello. I heard part of your discussion with one of the hosts on WGN Radio recently, but, I didn’t catch..
PERSONAL FINANCE PORTFOLIO Tracking
I am looking for a new portfolio similar to the closed AOL that I enjoyed for years. I was switched..
Use of variable annuities vs other options.
I’ll be 65 yrs old in April and currently have a financial advisor who has placed $600k in two Jackson..
Vanguard Managed Payout Fund
What are your thoughts about this a monthly income producer
Online Investing Companies
Terry, I remember a few months ago, you were on WGN and talking about some online companies to use to..
Annuities
I am 61 and want to understand how annuities or income streaming investments should fit into my retirement plans. I..
IRA Distributions
Effective Jan 1, 2019 my wife and I are both retired. We don’t want to start Social Security benefits until..
What should I invest in?
I am 64 1/2 years young. I have opened an account with Fidelity. It is an IRA Account. Before I..
Fees on investments
I only caught part of you on WGN now. All I picked up was re negotiating fees. We have money..
Liquidate small IRA cd
Terry, please point out the pluses and minuses regarding liquidating a small IRA ( cd )say 15,000 which is producing..
Investing while in retirement
We are in our mid 70’s, retired, and 80% in cash but feel we are losing out on making what..
Fixed index annuities
We are in our mid 50’s and have over 1 million in investments. We have someone suggesting getting a fixed..
Retiree – what to do?
I wrote to you a couple weeks ago (I know a LOT of people do) about advantages/disadvantages of investing with..
Retirement — need safety in 40l(k)
I’m 68! Still working not on Medicare have a 401K plan. Lost $12,000.00 and would like to avoid anymore loses...