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Berko

Jun 19, 2014

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 […]

Jun 16, 2014

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 […]

Jun 12, 2014

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 […]

Jun 9, 2014

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 […]

Jun 5, 2014

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 […]

Jun 2, 2014

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 […]

May 27, 2014

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 […]

May 22, 2014

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 […]

May 13, 2014

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 […]

May 10, 2014

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 […]

May 7, 2014

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, […]

May 5, 2014

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 […]

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