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IRS and Short Sales May. 06, 2018

House Calls

Ms. Lank: I wrote in a long time ago with a question about not wanting to pay income tax on my forgi... Read More

Scared of Market Fluctuations Jan. 27, 2016

Taking Stock

Dear Mr. Berko: I'm 54, a self-employed engineer, married and have over $897,000 in my retirement pl... Read More

Investing a 'Small' Amount of Cash Jun. 17, 2015

Taking Stock

Dear Mr. Berko: I will soon retire with a good company pension, and my wife is a retired master serg... Read More

Chimerix and Margin Accounts Mar. 11, 2015

Taking Stock

Dear Mr. Berko: Please tell me about Chimerix, which sells for $42. My broker says this is an "excel... Read More

GlaxoSmithKline and Johnson & Johnson May. 14, 2014

Taking Stock

Dear Mr. Berko: I'm 81 years old, and my wonderful wife of 58 years is 79. We have a solid portfolio... Read More

Visit Several Brokerages Apr. 30, 2014

Taking Stock

Dear Mr. Berko: I am 57, am single and made $62,000 last year as a civilian federal employee. Becaus... Read More

Discount Brokers Feb. 16, 2014

House Calls

Dear Ms. Lank: I am planning to list my house by March or April. What is your opinion, pro and con, ... Read More