For the long term, chose serious over Sirius
DEAR MR. BERKO: I’m a 36-year-old professional who makes a fine living. I’ve paid off all personal debts, and I’m now ready to invest for the next 30 years. I’ve […]
Oil Boom USA: No memorandum, no opinion
DEAR MR. BERKO: What can you tell me about Oil Boom USA? My brother is very excited about this oil partnership opportunity. He heard of it on Sirius XM Radio […]
Berko’s rule: Seek a slow $20 over a fast $10
DEAR READERS: This is an email to my 18-year-old grandson’s question about AT&T, four technology stocks and 3-D printers. DEAR JOSHUA: In April of last year, I recommended seven 3-D […]
Anti-aging drug should bring long-term benefits
DEAR MR. BERKO: What do you think of Google’s driverless car? Would you recommend Google’s stock based upon its expected success? I’ve read that the car will be commercially available […]
Hometown broker’s claims don’t add up
DEAR MR. BERKO: My wife and I are 74 and 72 and retired with an unmanaged 401(k) worth $380,000. We are thinking of moving our 401(k), which is currently invested […]
Politics make Russian Google stock a risk
DEAR MR. BERKO: I used to own New York Times stock back in the early 1980s when it traded in the $80 price range. I bought 500 shares last year […]
High-frequency trading creates volatility
DEAR MR. BERKO: I am 86 years old and have been investing in the stock market since finishing graduate school in 1952 and taking my first job at Zenith, which […]
Frugal couple should take a little risk
DEAR MR. BERKO: I’m 43 years old. My wife is 47. Both of us work at low-paying jobs. Together we make about $63,000 a year and take home $53,000. We […]
Wait until three months after IPO to buy funds
DEAR MR. BERKO: In May 2013, I bought 1,000 shares of First Trust Intermediate Duration Preferred & Income Fund at $25, which were supposed to pay me 15.2 cents a […]
Creating personal investment plan requires legwork
DEAR MR. BERKO: I am 57, am single and made $62,000 last year as a civilian federal employee. Because of a bad marriage, I haven’t been able to contribute much […]
Don’t count on old yardsticks to measure performance
DEAR MR. BERKO: My wife passed away 10 years ago, so I continued to work into my early 70s before finally deciding to retire. I have a generous retirement package, […]
Advice to investor: No more Mr. Nice Guy
DEAR MR. BERKO: We have a rollover individual retirement account with a market value of $318,000. It’s very important to us, and we’ve had the same broker since my husband […]
Latest News
- ATTOM Expands AI-powered Property Intelligence With Launch Of Hyperlocal Home Price Index
- Construction Employment Increases In 36 States And D.C. From July 2025 To July 2026; 28 States Add Jobs From June To July As Association Warns More Jobs Are At Risk
- Over 40 new homes to be featured on this fall’s Greater Charlotte Parade of Homes
- City of Charlotte Cohosted E-transportation Celebration at McNeel Apartments
- Share Of Equity-rich Homes Near Five-year Low
- In the priciest markets, saving and breaking even on a home purchase can take a buyer into their retirement years
- Construction Input Costs Climb 7.1 Percent Between July 2025 And July 2026 As Impacts From War And Tariffs Spread Beyond Petroleum And Metals
- Rent burden hits families with children hardest
- ATTOM report finds less than half of opportunity zones post annual home price growth
- Fairfield completes 307-home Cavella community in Charlotte’s North Tryon
- Construction Spending Falls 3.2 Percent Annually In June; Contractors Urge Officials To Avoid Policies That Could Further Weaken Demand
- Study Finds Renters are Prioritizing Trust Over Price
Features
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- Thomas & Hutton Grows Charlotte Team With Two New Team Members
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