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Recommendations for a CD Coming Due Aug. 31, 2016

Taking Stock

Dear Mr. Berko: We're very close to a couple in their early 70s who live two doors from us. They hav... Read More

Health Care Stocks Aug. 31, 2016

Taking Stock

Dear Mr. Berko: The health care market has tanked because of potential health care reforms. I've got... Read More

A Portfolio of Oil and Gas Speculations Aug. 17, 2016

Taking Stock

Dear Mr. Berko: For many reasons, I think oil and gas is going to move up later this year and in 201... Read More

Student Loans Jun. 29, 2016

Taking Stock

Dear Mr. Berko: Our beautiful 27-year-old son, who started school in 2008, owes $87,000 in student l... Read More

Uber Stocks Jun. 22, 2016

Taking Stock

Dear Mr. Berko: I teach school and earn $44,000 a year. Florida's retirement program is lousy. Fortu... Read More

When Was Your Last Stockholders Meeting? Apr. 26, 2016

Succeeding in Your Business

Q: My brother and I started a small retail business 10 years ago, and it has done very well. We alwa... Read More

Bobbing for Apple Mar. 09, 2016

Taking Stock

Dear Mr. Berko: Please explain moat stock and tell me whether Apple is a moat stock. Our broker beli... Read More

American Airlines Stock Mar. 02, 2016

Taking Stock

Dear Mr. Berko: When American Airlines came out of bankruptcy in December 2013, I invested $9,600 bu... Read More

Mythical 8.0 Percent Yield Stocks Feb. 24, 2016

Taking Stock

Dear Mr. Berko: I have $48,400 to invest and want to get an 8.0 percent yield on a portfolio of divi... Read More

American Express Checks Out Feb. 10, 2016

Taking Stock

Dear Mr. Berko: Why did American Express lose the Costco account? We have 300 shares of American Exp... Read More

Interest Rates Feb. 03, 2016

Taking Stock

Dear Mr. Berko: In February of 2009, I wrote you for advice on how to invest $60,000 for safety and ... Read More

Speculating Jan. 06, 2016

Taking Stock

Dear Mr. Berko: I bought 1,000 shares of Royal Dutch Shell at $79 about a year ago and have a 33-poi... Read More

'Newsvesting' in 2016 Dec. 31, 2015

Matt Towery

The experts, ranging from the political to the financial, blew 2015 — big-time. The political ... Read More

4 Stocks Dec. 30, 2015

Taking Stock

Dear Mr. Berko: I am 77 and have an $80,000 5.1 percent municipal bond, which my father left me 22 y... Read More

The Dow Jones at 23,000 Nov. 11, 2015

Taking Stock

Dear Mr. Berko: We heard you speak in Gainesville, Florida, last August. One of your comments was th... Read More

China Stocks Plus Nov. 04, 2015

Taking Stock

Dear Mr. Berko: The Chinese market has collapsed. And, as you have commented, the best time to buy s... Read More

Cheapies Oct. 14, 2015

Taking Stock

Dear Mr. Berko: I have $12,000 that I want to invest in several speculative stocks that trade under ... Read More

PayPal and eBay Oct. 07, 2015

Taking Stock

Dear Mr. Berko: Last year, I bought 200 shares of eBay in my Schwab account at $56 because several a... Read More

Cloud Stocks Sep. 16, 2015

Taking Stock

Dear Mr. Berko: I have $60,000 that I can afford to risk in cloud computing stocks, which is where t... Read More

Retirement Cash Reserves: What About a HELOC? Sep. 09, 2015

Ask Carrie

Dear Carrie: Everyone advises the newly retired person to keep a cash reserve on hand for emergenci... Read More