Investments Questions

I’d received stocks from an Australian company as part of my compensation package, years ago. 5 years ago I cashed..

I was told by my financial planner there is a 1.5 % charge for investment into diversified funds for a..

Age 69 1/2 I plan on working for 3-4 years more should you move a large amount of investment to..

I am a retired conservative and by choice passive investor. On your recommendation I have consolidated my 401K’s and removed..

Hi Terry, loved you for years! I left an employer that I worked for seven years and I left my..

Once a person reaches 70 1/2 years of age and must start withdrawing from his/her IRA, the urgent question is:..

Have 400 shares of. Merck. And 400 shares of Altro (MO ) . They have double in price since I..

I am currently things about the way my 401 K is distributed. I have not touched it since my company..

i have a 401k worth 84000.00, should i leave it alone or look for other options (ira)?

I am 60, possibly retiring between 68 and 70. What is the best investment strategy now, for my 401k, do..

Hello Terry, I am a mother of a 3yr old going 4 on 11/02/17. I live on Paycheck-to-Paycheck but still..

Ron Surz recommends a 10 percent exposure to stocks in the period 5 years before and after retirement. What does..

I have a stock retirement pension plan with my previous company and I was wondering if the dividends from the..

Ms. Savage, In regard to the fiduciary rule discussed in your June 12, 2017 article, I was wondering if clients..

I'll be rolling over a 401k to an investment firm, a friend suggested LPL financial. Is this a good company,..

Dear Terry, I recently started a new job that offers a retirement (403b). I am 19 years old going to..

What was the web site that you mentioned on WGN news that new investors should check out ?

We are currently with a bank and previously were with Schwab. We are thinking of changing. Can you share a..

My 16 year old would like to start investing in stocks. What is the best way for him to begin..

In May 2013, I gave Merrill Lynch an IRA worth $103,000. The VP/Senior Financial Advisor on the account was a..