Investments Questions
International stocks – transfer or keep overseas?
Hello Terry, My elderly mother has shares in a brewery overseas. There is very little earned in the quarterly dividends...
Retirement investments
Was forced to retired in 2012 at the age of 57..IMRF was taken at highest value until I turn 62...
Market Timing
Hello Terry, It's a pleasure to be able to ask you a question. I admire your expertise. We all know...
401k issues
I am 58 years old 10 years away from retirement, with the volatility of the market, that some predict for...
Aged 50 and no retirement savings, help what next?
What is the best route to go when savings for retirement at age 50, life has gotten in way, I...
Where to start investing extra money
Hi Terry, listen to you on WGN and always very interesting. I am 42 and have a good retirement plan...
Lifetime income annities
Is there an easy way of getting out of these annuities. Terry Says: There is rarely an easy, or at...
Stock Market Drop
My husband and I have some money invested at this time. Because of the market these last few days, if...
Inherited Insurance Policy Tied to a Stock Portfolio
I have a small inheritance in a Teachers brokerage tied to a stock portfolio. I wanted to sell it and...
This Market
Hi Terry; In light of whats been happening in the markets, where would you suggest to have your money invested....
401k — What to do now?
Dear: Terry. I will retire in 9 months. What should I do with my 401k at this moment. I am semiretired and...
Investment — Betterment?
Hi Terry, Have you heard of Betterment? What do you think of it being a good investment for young people...
Shift SEP ira to safety — out of stocks?
Hi Terry, My husband is 59 and I am 58. We own our home outright and have no debt. Since...
dividends
What is the website that you suggested this morning on WGN-TV for finding stocks that pay high dividends? Thank you,...
purchase of gold as investment
Please let me know if Gold is a viable investment. I have heard that it's more stable than stocks or...
several bonds to change beneficiary due to divorce
Is there a form to list more than 3 bonds to change as I have appox. 20 to change. Terry...
Vanguard Index Funds
I have $60K to invest and was told about the Vanguard Index Funds. I am 55 years old and plan...
Larry Edelson economic projections.
I want to know if Larry Edelson has a leg to stand on with his prediction that the economy will...
Commercial mortgage bridge loans
I am a single, retired, fixed income investor and am wondering what you think about investing in these. I have...
Power Index Annuity
I am 68 years old and considering investing in a Power Index Annuity. Would like your thoughts and input concerning...
