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Mutual Fund Recommendations Jun. 20, 2018

Taking Stock

Dear Mr. Berko: My husband is an engineer with a secure job. I run the household, take care of our 1... Read More

Investing With a Spouse Jun. 20, 2018

Taking Stock

Dear Mr. Berko: Since we sold our business and retired 11 years ago, our $768,000 individual retirem... Read More

Altria and General Electric Jun. 13, 2018

Taking Stock

Dear Mr. Berko: My stockbroker is recommending that I buy 400 shares of Altria ($23,200), the big to... Read More

REIT Recommendations Jun. 13, 2018

Taking Stock

Dear Mr. Berko: Malls and shopping centers have fallen significantly in value. I want the names of s... Read More

Weiss Research and Granite Point Mortgage Trust Jun. 06, 2018

Taking Stock

Dear Mr. Berko: I made the mistake of writing a $198 check to Weiss Research for Larry Edelson's sto... Read More

The Silver Krugerrand Jun. 06, 2018

Taking Stock

Dear Mr. Berko: I'm interested in an advertisement by the U.S. Mint offering silver Krugerrands for ... Read More

Widow Gets a Free Lunch and Bad Financial Advice May. 30, 2018

Taking Stock

Dear Mr. Berko: I've enclosed my check for you to review my portfolio. My husband passed away four y... Read More

Should You Invest in a Disreputable Company? May. 30, 2018

Taking Stock

Dear Mr. Berko: I won't own stock in companies that sell guns, sell tobacco, sell liquor, poison the... Read More

Cat Bonds Explained May. 23, 2018

Taking Stock

Dear Mr. Berko: Could you please tell me what cat bonds are and how they're different from other bon... Read More

Stay on the Iron Mountain May. 23, 2018

Taking Stock

Dear Mr. Berko: In early January 2016, I had a $16,000 certificate of deposit that came due and coul... Read More

Disney and Tesla May. 16, 2018

Taking Stock

Dear Mr. Berko: We bought $50,000 worth of the 5.3 percent Tesla bond in August 2017. Our stockbroke... Read More

BDCs, Including Main Street Capital May. 16, 2018

Taking Stock

Dear Mr. Berko: Please explain to me what a business development company is and how it works. Also, ... Read More

What's the Deal With General Mills? May. 09, 2018

Taking Stock

Dear Mr. Berko: My stockbroker had me buy 300 shares of General Mills in the summer of 2016, for whi... Read More

Bamboo and Recessions May. 09, 2018

Taking Stock

Dear Mr. Berko: I've been offered an opportunity to invest $125,000 in a Florida bamboo farm. Please... Read More

GoPro and Southern May. 02, 2018

Taking Stock

Dear Mr. Berko: On your advice, I didn't buy stock in GoPro in 2015, when it was trading at $56. And... Read More

Should You Open a Custodial Account for Your Grandchild? Apr. 25, 2018

Ask Carrie

Dear Carrie: Each of our grandchildren has a 529 account, but in addition, we'd like to provide mor... Read More

Robotics Investment Apr. 25, 2018

Taking Stock

Dear Mr. Berko: I've lost money buying several stocks in the robotics industry. It seems that they g... Read More

Is iRobot a Good Buy? Apr. 25, 2018

Taking Stock

Dear Mr. Berko: Almost a year ago, we bought our first home, which has an enclosed pool. We never ex... Read More

EPD and Plastic Bags Apr. 18, 2018

Taking Stock

Dear Mr. Berko: What do you think of Enterprise Products Partners? I want to buy a good income stock... Read More

Patterson for the Long Term Apr. 18, 2018

Taking Stock

Dear Mr. Berko: My stockbroker is recommending that I buy 1,000 shares of Patterson Companies Inc. T... Read More