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Assumptions Disrupting Friendship Jun. 15, 2019
Dear Annie: I have known one of my friends, "Pam," for more than 50 years, and at times she has been... Read More
Hire an Adviser Jan. 02, 2019
Dear Mr. Berko: Please don't use my initials or city, because my comments might encourage the local ... Read More
Time for an Adviser Switch Nov. 14, 2018
Dear Mr. Berko: Eighteen years ago, when my wife and I were 50, we sold our business for $4 million ... Read More
Widow Gets a Free Lunch and Bad Financial Advice May. 30, 2018
Dear Mr. Berko: I've enclosed my check for you to review my portfolio. My husband passed away four y... Read More
Need Professional Manager Aug. 16, 2017
Dear Mr. Berko: After 33 years, my wife and I sold our business to our longtime partners. We're both... Read More
Finding the Right Financial Adviser Dec. 10, 2014
Dear Carrie: Though I've always managed my own money, it's getting harder for me to stay on top of ... Read More
