Investments Questions
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...
Retirement funds — should I move?
Terry, I am considering moving approx. 80K to a new American Fund NBARX. I have approx, 165K total in retirement...
Elderly Father’s Retirement Money Hit By Stock Market Losses
Terry, My 81-year-old father is a dementia patient who needs 24-hour care. I have power of attorney, but my sister...
investing for retirement beyond an IRA
Hi, I have a Roth IRA that I contribute the maximum to each year but at my work I do...
investing in your 20s to get millions?
Terry, you wee on WGN morning news yesterday and said to go to your website to get information on how...
Investing for my 23 year old daughter
I would like to start building a nest egg for my 23 yr. old daughter to continue with. Where should...
IRA
Terry, I am hoping you can provide some guidance. I am 61 years old with a Fidelity IRA I am...
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...
