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General Electric, Changing Brokers and Deutsche Bank Jan. 02, 2019
Dear Mr. Berko: What do we do with 1,300 shares of General Electric, which we bought at $31? Our sto... Read More
Selecting a Broker and Biotech Stocks Nov. 22, 2017
Dear Mr. Berko: I am 32 and recently got a doctorate in French history. After 14 years of attending ... Read More
Verizon and a Trustworthy Trust Company Oct. 19, 2016
Dear Mr. Berko: My husband and I are both 76 and retired from the medical profession 12 years ago. W... Read More
Looking for Better Results Sep. 07, 2016
Dear Mr. Berko: My wife and I are 73 and recently retired after being in the commercial, industrial ... Read More
Pension Lump Sum Nov. 25, 2015
Dear Mr. Berko: I'll soon be 68. I have worked for a large public company for 28 years and will reti... Read More
Don't Sell Oct. 22, 2014
Dear Mr. Berko: I'm 47, and my $313,000 portfolio has been 85 percent invested in Standard & Poor's ... Read More
Wishy-Washy Broker Apr. 23, 2014
Dear Mr. Berko: We have a rollover individual retirement account with a market value of $318,000. It... Read More
Broker Recommends Equity-Indexed Annuity Nov. 20, 2013
Dear Mr. Berko: My significant other and I are in our early 50s, and in March 2008, we rolled over o... Read More
