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berko

May 1, 2014

OP-ED: Stay away from funds’ initial public offerings

  Dear Mr. Berko: In May 2013, I bought 1,000 shares of First Trust Intermediate Duration Preferred & Income Fund at $25, which were supposed to pay me 15.2 cents […]

Apr 30, 2014

OP-ED: Preparing a portfolio to prosper longer

  Dear Mr. Berko: My wife passed away 10 years ago, so I continued to work into my early 70s before finally deciding to retire. I have a generous retirement […]

Apr 24, 2014

OP-ED: Consider no more reliance on Mr. Nice Guy

  Dear Mr. Berko: We have a rollover individual retirement account with a market value of $318,000. It’s very important to us, and we’ve had the same broker since my […]

Apr 23, 2014

OP-ED: Looking to cash in on a market surge

  Dear Mr. Berko: I’m told there is a very private banking club of exactly 60 imperial Swiss financiers, none of whose members took any losses in the recent world […]

Apr 18, 2014

OP-ED: Make the most of late husband’s solid IRA

  Dear Mr. Berko: My 70-year-old husband recently passed away, and I am the beneficiary of a $623,000 individual retirement account (statement enclosed), but I don’t know anything about stocks. […]

Apr 16, 2014

OP-ED: Obama administration’s MyRA is a farce

  Dear Mr. Berko: I have a bachelor’s degree in history and a master’s in sociology. I teach at a public school and made $39,000 last year. My wife also […]

Apr 3, 2014

OP-ED: How to calm an aggressive portfolio

  Dear Mr. Berko: I know we should own some foreign stocks, but I don’t want to own a stock that trades on an exchange in another country. Can you […]

Apr 2, 2014

OP-ED: Prospecting for oil and gas profits

  Dear Mr. Berko: In my individual retirement account, I have $15,000 face value of the 7.75 percent Alcatel-Lucent convertible stock, which was recently called at $1,000. You recommended Alcatel […]

Mar 31, 2014

OP-ED: ‘Google of Russia’ could be a winner

  Dear Mr. Berko: I was able to purchase the 8.7 percent Puerto Rican general obligation bonds at par, and they quickly rose to a premium. That’s a great interest […]

Mar 27, 2014

OP-ED: Try on investments in foreign clothiers

  Dear Mr. Berko: I liked your ideas about foreign stocks. The European stock market is in a recovery mode, and I think there are bargains to be had on […]

Mar 26, 2014

OP-ED: Dial up AT&T to boost retirement

  Dear Mr. Berko: I am 54 and have $40,000 to invest in my individual retirement account. Because I want safety, my broker recommended that I invest half in a […]

Mar 24, 2014

OP-ED: Newspaper stocks for the long term

  Dear Mr. Berko: I sold my Gannett Co. stock at $27 even though your recent column about that company was positive. I worked for Tribune Co., which declared bankruptcy […]



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