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Author Archives: Malcolm Berko

BERKO: The health of PETS (access required)

Dear Mr. Berko: I’m a 65-year-old single woman, and using your column, I’ve picked some good stocks that have nicely grown. The value of my individual retirement account is now $302,000. I just ordered some thyroid medication for my cat ...

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BERKO: Investing in banks (access required)

Dear Mr. Berko: The three bank stocks — Bank of America, Citigroup and BB&T — I’ve owned since September 2014 had disappointing results at first. My stockbroker nearly persuaded me to sell them last September, but I didn’t want another ...

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BERKO: On hold constantly (access required)

Dear Mr. Berko: After spending 55 minutes on the phone with Verizon and being switched to four different departments, I think I got my problem solved. Then I had to call American Express and was placed on hold for probably ...

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BERKO: Investing in infrastructure (access required)

Dear Mr. Berko: I want to invest $40,000, which is about 15 percent of my individual retirement account, in construction stocks that will benefit by President Donald Trump’s infrastructure spending. Please recommend four or five issues for me. Meanwhile, I’ve ...

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BERKO: Questions About QLACs (access required)

Dear Readers: Over the past seven months, I’ve received several dozen questions about a relatively new retirement product called a qualified longevity annuity contract. Though I’m not an annuity aficionado, I think this annuity may be an impressive product. Like ...

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BERKO: Gems or duds? (access required)

Dear Mr. Berko: I am 67 and divorced. I inherited 172 shares of Diageo, 287 shares of Dollar Tree, 84 shares of Ruby Tuesday and 1,783 shares of AT&T. I know your opinion on AT&T. I’ll keep it for the ...

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BERKO: REITs and Defense (access required)

Dear Mr. Berko: We seek increasing dividend income, along with conservative long-term capital growth. Our new stockbroker advises us to sell 100 of our 200 shares of Apple and all of our Vanguard Total Bond Market ETF shares. He wants ...

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