91ÊÓÆµ

finance

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 15, 2013

Regents Bank hires Kelley Dixon

FINANCE Regents Bank in Vancouver, Wash., recently hired Kelley Dixon as assistant vice president credit underwriter. She has more than 20 years of experience in banking, including commercial underwriting, real […]

Nov 15, 2013

Washington Federal promotes Thomas Marcus

FINANCE Washington Federal recently promoted Thomas Marcus to commercial real estate loan officer. He is a Portland-area native, and graduated from David Douglas High School. SENDING?91ÊÓÆµ?PEOPLE?ITEMS: Please send your announcements […]

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 7, 2013

Stocks stay strong despite government shutdown

  Despite worries created by Washington politicians, October saw the S&P rally 4.5 percent. A 16-day shutdown of the government and a debate over the debt ceiling, which could have […]



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