Investments Questions
bond funds losses
Hi Terry, I am retired and just have a little bit of money in the market. Mostly bond funds and..
Aggressive verses Conservative
I'm 68 years old with an IRA that I don't contribute to but is managed by a financial firm with..
Bonds
Do Bonds go up or down when the interest rate goes up?
Buying kids first stocks as gifts
You talking WGN about a first stock to buy kids as gifts to get him started in stock trading what..
online stock trading
Which online stock trading company would you recommend? Firstrade, Scott Trade, Ameritrade, E*Trade, etc.? Thanks
dividend reinvestment?
Is it best to let dividends roll back over to purchase more holdings of the same fund ... or to..
Covered Calls
Hi Terry, Do you think selling covered calls on stocks is a viable growth option? I am interested in doing..
Silver bars or stocks?
I asked a question of investing in silver bars or etf mutual fund Also going to a company like schwab...
delayed annuity
-can I buy delayed annuity be start payng 5 yrs or so after purchase? Website gives only 13 months delay...
Commercial real estate investment
I contacted "commercial real estate income funds" because I heard about it on WGN, the minimum investment is $25,000 with..
Index Funds — how to move my account
Like many I am paying (1.3%) a fund management fee, in this case for my IRA/Roth retirement money.Universal advise is..
Index Funds
Your article in the Times about index funds suggests that index funds beat most managed funds over a 20 year..
Annuities direct
I heard last part of your discussion on 8/4 with Steve Bertrand re: annuities and was in the car so..
Investing
Terry, I am new to investing. What is the best way to learn about stock & bond markets, Vanguards? I..
Corporate bonds
I have 5 corporate bonds (laddered) and I wonder how safe these will be in the future. They are all..
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...