Investments Questions

What is 27 shares At&t corp bond be worth. Today and would it collect interest over time?

Terry, I have a 401K through my employer. It is split up into various funds up to 100% for a..

Hello Terry, I received 9 shares of Exxon Stock worth $500.00 from my employer PAYSOP in the early 90’s. It..

Terry, should we be buying gold and silver to protect retirement funds from Biden Administration? What % should we put..

My company had vanguard 401k for as long as I can remember. Our company been bought by another company and..

My financial advisor at Vanguard is recommending that I participate in their Tax Loss Harvesting service. Your thoughts on this..

With 3 accounts in my portfolio, which must all be kept separate (inherited IRA, Roth IRA, traditional IRA) my fiduciary..

Good Morning, I listen to you on WGN radio and enjoy your expertise. My question is this: I’m opening my..

We are currently with USAA Private Client which charges .002 welt Last year we paid 4200 and in 2021 paid..

Would like your input on investing IRA money or Cash in Drone Stock…any recommendations?

Hi Terry, I put $20K (2 x $10K) of “chicken money” into Bonds a couple of years ago, looking for..

How many days do I have to take money from an IRA and move it to a new IRA? Or..

I am 60 years old. I have a managed fund, inherited, that has lost money and has fees associated with..

Hi Terry, I’m not one for “timing the market” but I so vividly remember what happened to the markets during..

Hi Terry, I have a Roth IRA with Schwab that includes SCHD. I wanted to ask if it would be..

I have money to invest and wonder if this is a good time to invest in bonds and what are..

Hi Terry, I have an IRA and a managed account at Charles Schwab. Awhile back an advisor at Schwab talked..

I’m almost 67 n have about $16,000.00 In an ira savings earning almost nothing in my credit union. My question..

Hi Terry, We purchased a significant amount of treasury bills through Schwab. I am now being charged an annual fee..

I have about $141,000 in an IRA at a local bank. I was thinking about doing a rollover into the..