BERKO: A Think Tank’s Guaranteed Income or Pfizer?
Dear Mr. Berko: Palm Beach Research Group, a financial think tank in Florida, is offering a plan called FS2081. The folks there say it’s unknown to the public but guaranteed […]
BERKO: Is GoPro Stock a Go?
Dear Mr. Berko: GoPro looks like fun. Our neighbor’s son showed us photos for over an hour (a little too long) of his skiing trip, and some of the video […]
BERKO: McDonald’s Is All Good
Dear Mr. Berko: What are McDonald’s largest competitors? They’ve got to be what’s damaging McDonald’s revenues, which, according to Morningstar, have been declining every year since 2013. How can McDonald’s […]
BERKO: Investing in Mary Jane
Dear Mr. Berko: Three other people and I own a small company. We’ve been in business together for 14 years. We have a large 401(k) plan, in which we equally […]
BERKO: What to Do With GlaxoSmithKline and Geron Stock
Dear Mr. Berko: In 2007, I invested almost $10,000 in 165 shares of GlaxoSmithKline. The share price was $59 then. It hasn’t been $59 since. How can such a large, […]
BERKO: Fitbit Stock
Dear Mr. Berko: I’m going to buy my wife a $225 Fitbit watch for Christmas. I’m also looking at the stock, which sells for about $5 a share. Do you […]
BERKO: A Different Investment Philosophy
Dear Mr. Berko: This market frightens the heck out of me, and I’m scared my $263,000 individual retirement account will go up in smoke. I’m 42. Is there any way […]
BERKO: Time for an Adviser Switch
Dear Mr. Berko: Eighteen years ago, when my wife and I were 50, we sold our business for $4 million after taxes. We took $1.7 million in cash plus $110,000 […]
BERKO: Investing in British Banks
Dear Mr. Berko: Most American banks have recovered from the Great Recession. But banks in the United Kingdom have not. I have $30,000 to invest, and I’d thank you for […]
BERKO: Invest in Columbus McKinnon?
Dear Mr. Berko: My stockbroker wants me to buy 500 shares of Columbus McKinnon on margin. He tells me that an activist group, which he won’t name, may be interested […]
BERKO: College Education Not Worth It
Dear Mr. Berko: My husband and I are in our 30s and make about $87,000 a year. We have a 10-year-old son, and we want him to go to college […]
BERKO: Andeavor May Be Worth the Risk
Dear Mr. Berko: Please tell me what you can about Andeavor Logistics. Would this be a good stock to buy 200 shares of for a long-term hedge against inflation and […]
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