Investments Questions
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...
Roth for kids?
My 78-year-old father has convinced my tween daughters to put their babysitting/pet sitting money into a Roth IRA. It says...
Account Information Aggregation
I have several mutual funds at different firms along with a 401k. I'm looking for a piece of software for...
Need new direction
I have about 50K in 5-6 stocks. I have been losing since the '08 meltdown (prior to '08 had 70-80K).....
When to sell a bond
Gave my money to a financial investor to invest in some bonds. Approx 3 years ago. One of the bonds...
inheritance
I have inherited an investment account. I am not at all familiar with these types of accounts. I am very...
Stock market returns?
I appreciate what you do but find it alarming that you consistently rattle off the "10% stock market return". This...
Investment
My wife and I have some money to invest and don't know where to start.Is Edward Jones a good choice?...
Investment strategy for retiree
We have 60,000 which we would like to invest. We are 73 which necessarily means a conservative approach. Please advise....
Left Advisor, Need help with asset allocation and types of assets
Hello Terry, I'm a 48 year old female and just let go of my 1% per year advisor after not...
