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berko

Nov 26, 2013

No-load mutual funds to boost a retirement plan

  Dear Mr. Berko: I am 44 and have been working at the same company for 15 years. I’ve invested $84,000 in my 401(k) plan. My employer contributed just under […]

Nov 25, 2013

Speculative issues could suit folks desperate for income

  Dear Mr. Berko: My wife and I have read and kept every one of your columns since 1988, and we also send some to our kids. I never thought […]

Nov 21, 2013

Investment in biopharmaceutical company presents a dilemma

  Dear Mr. Berko: One of the strategies that you recommended to me 10 years ago was to watch the portfolios of T. Rowe Price Health Sciences Fund and Fidelity […]

Nov 20, 2013

Goldman Sachs nets big bucks from J.C. Penney secondary offering

  Dear Mr. Berko: I’ve owned Dodge & Cox Stock Fund for three years. Did it buy the lousy J.C. Penney stock on the recent secondary offering, at $9.65, by […]

Nov 18, 2013

Don’t sell farmland or Facebook shares

  Dear Mr. Berko: My dad passed away about three months ago, and Mom, who is 84 and very healthy, got $25,000 from Dad’s life insurance policy. Mom was also […]

Nov 14, 2013

Overlook stellar financial adviser’s grumpy attitude

  Dear Mr. Berko: We have a fair-sized account and have asked our adviser (name omitted) to lower his fee from 1 percent annually to 0.75 percent, which would save […]

Nov 13, 2013

Stockbroker on target with foreign stock recommendations

  Dear Mr. Berko: My new broker believes that the European economy, which has been dead in the water for several years, is headed for a turnaround and has recommended […]

Nov 11, 2013

Schwab may have stinky service, but its stock has rosy potential

  Dear Mr. Berko: On many occasions, you’ve recommended Charles Schwab as a discount brokerage. So I called Schwab’s toll-free number to open an account and purchase 400 shares of […]

Nov 7, 2013

More money to be made from Brinker International shares

  Dear Mr. Berko: My mother, who reads your column, asked me to write to you. I graduated in the summer of 2011 with a bachelor’s degree in liberal arts. […]

Nov 6, 2013

Floating-rate loan investment choices abound

  Dear Mr. Berko: I have eight $50,000 certificates of deposit coming due in the next eight months, one of which comes due next week. I asked the bank officer […]

Nov 4, 2013

Say nyet to Russian exchange-traded fund

  Dear Mr. Berko: My broker has told me to buy 300 shares of Market Vectors Russia, a Russian exchange-traded fund that traded in the high $50s five years ago, […]

Oct 31, 2013

Investing in a Broadway play

Dear Mr. Berko: A good friend and I have an opportunity to invest in a Broadway play through a common friend we’ve known for ages. So this is a legitimate […]



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