Investments Questions

Terry, please advise if the current downturn is a time to rebalance your 401(k) or if rebalancing should only be...

Have been hearing a lot recently about indexed annuities. Any thoughts and/or comments would be appreciated. Thank you. Terry Says: ...

I ave an IRA about 165,000. with Smith Barney should I move it to Fidelity or VanGuard? Terry Says:   Are...

I purchased a eft stock, PDI. I keep hearing both good and bad. My main interest is dividend income. What...

I am 61 don't plan on retiring until age 66. I have approximately $300,000 in a variety of American Funds....

I'm invested 90% in vanguards total stock market I had a high at one time of around 300 thousand dollars...

I recently converted my IRA into an Annunity --- now i;m feeling like this was not the right thing to...

Hi Terry, Love hearing you on WGN. I'm a 71 yr. old retired single male. I have accounts with Ameriprise...

Here we go again!?... I'm less than 5 yrs out for retiring (59) and the market appears to be draining...

Terry What is your opinion of full service stock brokers like Edward Jones opposed to companies like Vanguard? Which is...

Is this a good time to invest in the S&P 500? If so, how would I go about investing in...

What is the broker's commission on purchase/sale of Exchange Traded Funds? Terry Says:  Each brokerage firm determines its own commissions,...

Hi Terry- We have savings accounts for each of our 17 (yes 17!!) grandchildren and deposit money in the accounts...

Terry, very interesting Savage Truth this week. Question: Are there thresholds of dollar amounts below which the IRS would not...

Hi Terry, I wrote to you recently after leaving my advisor and moving money to Vanguard. However, Vanguard seems to...

My 78-year-old father has convinced my tween daughters to put their babysitting/pet sitting money into a Roth IRA. It says...

I have several mutual funds at different firms along with a 401k. I'm looking for a piece of software for...

I have about 50K in 5-6 stocks. I have been losing since the '08 meltdown (prior to '08 had 70-80K).....

Gave my money to a financial investor to invest in some bonds. Approx 3 years ago. One of the bonds...

I have inherited an investment account. I am not at all familiar with these types of accounts. I am very...