Investments Questions
Annuities
Are annuities a good idea and if so which types? We are discussing the possibility with our Fidelity advisor but...
Starting investing at 40.
I am almost 41 years old. I bought a condo a few years ago. I don't have more than 5K...
Annuity purchase
Terry, I hear all these financial people saying that an annuity purchased through a Broker can be expensive, so I...
Retirement investment advice
HI Terry, I am planning to retire at the end of this year when I will be 68 yrs. old...
ETF – GEUR and GYEN to buy Gold
What is an appropriate percentage of total portfolio to invest in both GEUR and GYEN ETF's? I already own ISHARES...
They said I “abandoned” my long-term account — and sold the stock!
terry, i purchased 100 shares of baxter in 1985. over the years i reinvested the dividends and bought more shares....
gold stocks
I would like to invest a small amount of money in gold not gold itself but in the gold mines...
IF THE STOCK MARKET WERE TO CRASH
If the stock market were to crash...say, worse than 2008, where should one have their money? And, assuming they don't...
Capital gains distributed in a mutual fund
When a mutual fund distributes capital gains—does the fund pay any taxes or is the total tax passed on to...
401K review
Hi Terry, How often should I review my 401K account and make adjustments? Thanks, Julie Terry Says: That depends on...
401(k) rebalancing
Terry, please advise if the current downturn is a time to rebalance your 401(k) or if rebalancing should only be...
indexed annuities
Have been hearing a lot recently about indexed annuities. Any thoughts and/or comments would be appreciated. Thank you. Terry Says: ...
IRA — rollover to funds from broker?
I ave an IRA about 165,000. with Smith Barney should I move it to Fidelity or VanGuard? Terry Says: Are...
ETF for Income
I purchased a eft stock, PDI. I keep hearing both good and bad. My main interest is dividend income. What...
Selling Funds and moving to Money Market Funds
I am 61 don't plan on retiring until age 66. I have approximately $300,000 in a variety of American Funds....
Dividends vs Index Fund
I'm invested 90% in vanguards total stock market I had a high at one time of around 300 thousand dollars...
IRA AND ANNUNITY — Mistake?
I recently converted my IRA into an Annunity --- now i;m feeling like this was not the right thing to...
My wealth accounts — sell now?
Hi Terry, Love hearing you on WGN. I'm a 71 yr. old retired single male. I have accounts with Ameriprise...
Retirement fund in stock market now?
Here we go again!?... I'm less than 5 yrs out for retiring (59) and the market appears to be draining...
Stock Brokers
Terry What is your opinion of full service stock brokers like Edward Jones opposed to companies like Vanguard? Which is...