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finance

Sep 19, 2013

Desperate for a rebound from poor investment advice

  Dear Mr. Berko: I have been reading your column for more than 25 years. Back in February, I emailed you that at age 72, I had $517,000 in my […]

Sep 18, 2013

Taxes on retirement plans? It could happen

Dear Mr. Berko: Our old family doctor is a friend of ours and a really smart guy. He tells us that the Federal Reserve can’t afford to continue buying government […]

Sep 16, 2013

Fitness clothier’s future value may depend on Fed’s stimulus efforts

  Dear Mr. Berko: My married daughter in Florida has fallen in love with the Lululemon brand of fitness-related products. She told me that this year, she has spent more […]

Sep 12, 2013

It’s time to ditch exchange-traded funds

  Dear Mr. Berko: I’m concerned about my primary account with Merrill Lynch, which, in the past four years, has been invested in tax-free exchange-traded and closed-end funds. There have […]

Sep 11, 2013

Tesla makes a great product, but a risky investment

  Dear Mr. Berko: I recently sold shares of Johnson & Johnson at $92. I had bought them on your recommendation last December at $71. Now I have about $9,000 […]

Sep 10, 2013

Dollar Tree is better retailer than Five Below

  Dear Mr. Berko: Why is Federal Reserve Chairman Ben Bernanke giving up his post this January? I know the economy is still weak, but he certainly saved the country […]

Sep 6, 2013

With the U.S. economy, it’s always something

  “It is hard to make predictions, especially about the future.” That quote has been attributed to a various number of folks – Winston Churchill, Will Rogers, Albert Einstein, Victor […]

Sep 6, 2013

Family, business often don’t mix well

  Dear Mr. Berko: My brother-in-law and I are sort of friends, and for reasons too complicated to write about, he has to borrow $48,000. He is willing to give […]

Sep 5, 2013

Long-standing utility may perform well in long term

Dear Mr. Berko: I want to make a long-term investment in some water utility stocks. What do you think of The York Water Co., which has been doing business in […]

Sep 3, 2013

Duke Energy money market fund isn’t like others

  Dear Mr. Berko: I have too much money sitting in my money market account. It earns practically nothing. I need more income, and at this point, I’m not comfortable […]

Aug 30, 2013

No recommendation for unscrupulous bank

Dear Mr. Berko: In April 2009, I bought 200 shares, at $32, of JPMorgan Chase, one of the biggest and most profitable banks in the United States. I’ve read your […]

Aug 28, 2013

Pocket a profit, and sell shares of GM

Dear Mr. Berko: I own 1,000 shares of General Motors, which I bought at $33 when it came public after emerging from bankruptcy. I bought the shares because a close […]



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