DEAR MR. BERKO: We have a $37,000 CD coming due at Wells Fargo. The teller introduced us to a wealth adviser who advised us to invest $25,000 in an annuity, then $6,000 in General Motors and $6,000 in Ford. We ...
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DEAR MR. BERKO: Why did American Express lose the Costco account? We have 300 shares of American Express that we bought at $64 in 2013 and it hasn’t done well since. Our broker of 16 years wants us to sell ...Read More »
DEAR MR. BERKO: I’m 54, a self-employed engineer, married and have over $897,000 in my retirement plan that was worth $1,050,000 at the end of 2015. I’m scared of this market and my wife thinks I should sell and buy ...Read More »
DEAR MR. BERKO: Several years ago, I bought $25,000 of the Arizona Sports and Tourism Authority bonds maturing in 2036. These bonds financed University of Phoenix Stadium, where the Arizona Cardinals play their home football games. Now the Arizona court ...Read More »