Investments Questions
Public Companies Going Private
I own shares in a company that has deregistered from the SEC Stopped trading on the pink sheets - a..
403B — safety inside retirement plan?
If bonds may take hit soon, how would you diversify your 403B with only 2 years to retirement? Stock,bonds,international? Terry...
ETF’s
Our current managed portfolio consists mostly of ETF's vs Mutual funds. An advisor from a different firm warned me about..
portfolio adjustment
I am retired for three years. My present portfolio has a mutual fund component that is presently very diversified. So..
bond funds
I am 62 yo, still working, at least for another 2-1/2 years. My 403B is with American funds with no...
Gold and silver now?
Is it a good time to invest in gold and silver? Terry Says: You'll never know the answer to that...
mutual fund fees & disclosures
This morning on WGN you mentioned FeeX.com to look up how much you are paying for mutual fund fees. My...
grad gift of stock
What stocks would you suggest this month as a graduation gift? Terry Says: I have a GREAT solution to that...
variable annuity in retirement account?
HI Thank you for your great information Can you educate me on variable annuity ? I took out my 401k...
Vanguard High-Yield Corporate Fund
Dear Ms. Savage, I read your columns with great interest in the “ Sun Sentinel” and recently you talked about...
Early 20’s Need Retirement Plan Investing advice
Hello Terry, I writing because I'm lost and don't know what to-do. I just enrolled in my employers 401k plan...
FeeX.com — Why so much info required?
I just saw you on WGN discussing Feex.com. I visited the site and was surprised at the level of personal...
Investments at age 80
Should a 77-80 yrs old continue to buy properties like condo or another house for investments ? At what age...
Buying individual stocks for young investors
What is the program that allows investors, especially young people, to purchase individual stocks in various companies. Was the brokerage...
QLACS
what do you think of QLACS? Terry Says: Here is a link to my most recent column on these Qualified...
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...