Investments Questions
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...
Investment Advice
Is this a good time to invest in the S&P 500? If so, how would I go about investing in...
Broker’s commission on purchase/sale of Exchange Traded Funds
What is the broker's commission on purchase/sale of Exchange Traded Funds? Terry Says: Each brokerage firm determines its own commissions,...
Savings accounts vs Investments for Grandchildren
Hi Terry- We have savings accounts for each of our 17 (yes 17!!) grandchildren and deposit money in the accounts...
Stock gift card and capital gains
Terry, very interesting Savage Truth this week. Question: Are there thresholds of dollar amounts below which the IRS would not...
Financial Advisor information
Hi Terry, I wrote to you recently after leaving my advisor and moving money to Vanguard. However, Vanguard seems to...