Investments Questions
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...
Asset Location — tax-deferred or taxable?
Hi Terry, I was wondering if you could please answer an asset location question for tax efficiency during retirement. I’m...
What ETF should I invest IRA in?
I have a Roth IRA account that I'm starting to put money in and wanted to know your thoughts on...
Silver
I have some money that I would like to invest (about 50K), and I'm looking for a somewhat "quick" return...
401K — what to do when leaving job?
My daughter is leaving her company after 9 years. What should she do with her 401K account? Withdraw it (probably...
Commercial Mortgage Bridge Loans
Financial Planner Jordan Goodman was recently on WGN's Steve Cochran's radio show touting the benefits of commercial mortgage bridge loans....
Pending Fed’s rate increase and investment strategy
I'm a fan of your no nonsense approach to savings and investments. I'm a very small investor, but after taking...
Variable annunity
My financial advisor put 300000 dollars of my retirement money into a variable annunity , should I not have been...
giving stock broker total control
My husband and I have been customers of this person for about 20 years and we have done well by...
gold
what percentage of an investment portfolio should be in gold? And should i buy gold coins or gold stocks? Thank...
Illinois College Savings Bonds
Terry, I hold a number of Illinois college savings bonds. They are beginning to mature this year and each subsequent...
