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Home / Columnists / Berko / The nicest thing he calls the ‘specialist’ is ‘cutpurse’ (access required)

The nicest thing he calls the ‘specialist’ is ‘cutpurse’ (access required)

DEAR MR. BERKO: I would like to invest $100,000 of my individual retirement account (which is worth $330,000) in safe dividend-paying stocks and bonds. I am 65 and probably will start using some of this money for living and travel expenses. I met with a "retirement specialist" who is the CEO of his firm in ...

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