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Author Archives: Malcolm Berko

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Taking Stock (access required)

Dear Mr. Berko: I’m 79 and widowed. I live with my son, who is a chemical engineer, and I have an account with a big brokerage. Since 2007, I am down 9 percent, so I’ve decided to move my account ...

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Kick that broker to the curb (access required)

Dear Mr. Berko: We are 74 and 76. We’ve used the same broker since early 2002, and our account, which was worth $765,000 back then, is barely worth $705,000 today. Our mutual funds haven’t done well, and we’ve lost money ...

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