Investments Questions

Hello! I read your article in the Chicago Tribune about looking into and understanding how much I pay in investment..

I have $100,000.00 in my bank which is from the recent sale of my house. My question is where I..

Lost purchase slip from years ago when I purchased Microsoft. Sold some shares in 2022 and trying to determine capital..

My wife & I are in our 80’s and have no mortgage or credit card debt. We are able to..

Hi I tried to call on WGN but did not get through I have about $65,000 in an account with..

Can your financial advisor use a Robo Investor to manage your account?

Is this a good time to invest in a Municipal Bond Closed End Fund?

Are 401k stock losses deductible on income tax?

Hi, Terry, This past June I made a decision to pull all of my IRA funds out of the stock..

I turned my ira into cash a while back when stock market was low.Do you think it’s a good time..

I am considering hiring a Fiduciary investment advisor affiliated with TD Ameritrade that charges a 1% fee to handle my..

Hi Terry, my name is jay, I have some retirement money to invest and I’d like some advice. Thanks

I rolled an old Allianz IRA into a Roth at Vanguard. There isn’t an Index fund in their list of..

Hi Terry my son is 18 and in college working over summer and breaks. He’s saved about $10,000 and we..

Hi Terry. You recommended combining old 401Ks and IRAs into one IRA. I’ve read that one should not have more..

My 401k used to supply ticker symbols to one could track that investment but no longer. When I call the..

What can I do with it to take from financial advisor (they suggest to take to bank) and avoid taxes..

Is this a good time to start investing in this economy? In My previous question I stated I had $25k..

Hi Terry, The wash sale rules have my head spinning. If I sell a taxable asset from a brokerage account..

Hi Ms. Savage I am 63 years and still working. I would like your advice on good stock to buy..