Investments Questions
TIP Fund Investments As Protection from Rising Future Rising Interest Rates
Terry, at my age 67 yrs I have a significant portfolio to live on in retirement years. My situation is...
Everbank and Europacific
In the past I believe you had a positive attitude towards Everbank. Is that still the case? Also - any...
Fixed index annuity
Your thoughts on fixed index annuity. Terry Says: I've written about all these products many times -- and at length in...
Variable Annunity Investing
I have a Variable Annunity through Met Life. It invests my money a series of Variable Funding Options. I have...
Bet performing mutual funds?
What are the best performing mutual funds today? Terry Says: Well, that's actually a HUGE question. And it's important to...
401k for daughter’s wedding?
Let me preface this by saying that this is not my primary retirement fund. This fund is something I've been...
Bond Investments
Terry, currently do you think bond funds are a bad investment, considering the propects of ending quantitative easing by the...
investment advice for recently widowed 53 year old mother
Received approx. 450,000.00 life insur.benefit and need advice on best way to allocate in financial investments. I am employed and...
IRA investing
What would you do with Ira funds? I have a reg. invst. adviser now. I'm a senior with no time...
401-K Rollover
I need to do a 401-K rollover because I am no longer with my employer of 18 years. Is Sharebuilder...
Investing
Do you invest for the public? Terry Says: I am a registered investment advisor for both stocks and futures. But...
Financial advisors
Hi Terry: Love your books; full of good information provided in a straight forward & understandable way. I'm looking for...
targeted retirement funds
Terry, I would like your opinion on targeted retirement funds. I am currently in the T.Rowe Price Roth 2020 Fund...
First Roth IRA for my children
My kids, 21 and 18, worked over the summer and want to put $5500 and $2900 respectively in Roth IRA's...
should I invest in Gold
Is gold a good hedge against the dollar? Sources are saying that the dollar will be useless and that having...
Personal Financial Software
I'm fed up with Quicken's personal financial specifically dealing with stock transactions--spinoffs, stock dividends, etc. Would you suggest software--either freeware...
Investments
Dear Terry: I miss you in the Chicago Sun-Times. You were one of the main reasons I even read that...
Managed Payout Fund A Good Retirement Tool?
What is your opinion of using a managed payout fund vs. a deferred income annuity as part of a retirement...
Annuity w/Linc
I'm a 75yr old widow. Your opinion on having two of these annuity. Thanks Terry Says: I'm not quite sure...
Financial advisors
Is charging $5000.00 too much to open an account with a investment firm? And then charge 1.5% to manage your...
