Investments Questions

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..

My broker has suggested that I agree to a new fee process wherein I would pay an annual percentage of..

Embarrassingly it's taken too long, but I need to understand what's going on with my money and figure out how..

My question is in regard to "Total investment expenses: 0.120% $1.20 (per $1,000 invested). .120% seems expensive on its own...

Hi Terry, My company does not offer a 401K, I want to know who and where can I go to..

Hello Terry. Part of my retirement planning, I invest in a 457b through my employer. I have about $225,000 in..

I'm trying to learn about how to start saving but I'm unsure how this plan works. How is it different..

As a investment adviser, are you a fiduciary? This question occurs to me because of your column advocating 401(k) products...

Would it be wise to invest in a total stock market index fund, S&P 500 Index Fund, and a NASDAQ..

Good afternoon Terry, I am a CFP professional in the Plainfield, IL. area. I was recently contacted by an individual..

I have 10 shares of AT&T Corp stock dated December 23, 1997. How much is that worth?