Investments Questions
New Labor Department rule concerning fees for IRA trades and broker standards
My broker has suggested that I agree to a new fee process wherein I would pay an annual percentage of..
Where to start? I need an investment primer!
Embarrassingly it's taken too long, but I need to understand what's going on with my money and figure out how..
401k expenses
My question is in regard to "Total investment expenses: 0.120% $1.20 (per $1,000 invested). .120% seems expensive on its own...
401K
Hi Terry, My company does not offer a 401K, I want to know who and where can I go to..
457b contributions
Hello Terry. Part of my retirement planning, I invest in a 457b through my employer. I have about $225,000 in..
Shouid I contribute to a Safe Harbor 401K plan when I start my first job out of college?
I'm trying to learn about how to start saving but I'm unsure how this plan works. How is it different..
401(k) Why do you advocate for them?
As a investment adviser, are you a fiduciary? This question occurs to me because of your column advocating 401(k) products...
One or all 3 index funds
Would it be wise to invest in a total stock market index fund, S&P 500 Index Fund, and a NASDAQ..
401(k) Rollovers
Good afternoon Terry, I am a CFP professional in the Plainfield, IL. area. I was recently contacted by an individual..
Stock valuation of old shares
I have 10 shares of AT&T Corp stock dated December 23, 1997. How much is that worth?
Changing IRA funds.
I am age 62 and have $100,000, in an IRA of all American Funds (100% stock market) at Ameriprise. I..
get out of stocks — move to cash?
at my "late retirement" I want to get out of stocks to limit risk. My objective is secure preservation first,..
Out of college student investing
Hello Terry, I will graduate from college next year with a BS in Chemistry but I already have a job..
Investing at 76 years old.
I recall reading your column on starting investing with a small monthly amount, I believe it was with penny stocks...
Managed accounts costs too high?
I have read your response to a reader that said paying 2 percent on a managed account is way too..
elderly father lost all his retirement savings when market crashed. Can he recover any of it?
elderly father lost all his retirement savings when market crashed. Can he recover any of it?
investing new money in the stock market
I have some money that I want to invest in a total stock market fund, should I wait to see..
Investment newsletter you recommended
Hi Terry, Last week I was listening to WGN radio on in the afternoon. You were discussing investments and that..
Stock Inherited — What Now?
Hi Terry, My father in law passed away a few weeks ago and my husband is named on all of..
26f programs — Avoid this Ripoff!
I am reading about this and it seems tons of money can be made. What are these 26f programs and..