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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鈥檛 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鈥檚 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 11, 2013

Exactions now include impact fees, but what else?

  In Koontz v. St. Johns River Water Management District, the U.S. Supreme Court held that monetary exactions, like requirements to dedicate real property, are subject to the nexus and […]

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, […]

Nov 4, 2013

Sometimes the building industry gets it right

91视频 columnist Christian Steinbrecher offers the case of a how a clean-up at the Port of Ridgefield in Washington can serve as an example for similar efforts at larger sites.

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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