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Real Estate Investment Trusts Aug. 05, 2015

Taking Stock

Dear Mr. Berko: Please tell me what a real estate investment trust is. And what can you tell me abou... Read More

Should You Care About Rising Interest Rates? Aug. 05, 2015

Ask Carrie

Dear Carrie: It seems pretty clear that after many years of below-normal levels, interest rates are... Read More

Fitbit and Gold Jul. 29, 2015

Taking Stock

Dear Mr. Berko: Fitbit Inc. makes those wristbands that track your pulse, track your heart rate, cou... Read More

Investing in Cincinnati Bell Jul. 22, 2015

Taking Stock

Dear Mr. Berko: My broker is touting a low-priced telephone company called Cincinnati Bell and seems... Read More

An Energy ETF Jul. 22, 2015

Taking Stock

Dear Mr. Berko: I was looking at the Yorkville High Income MLP ETF, which is an energy-related issue... Read More

Portfolio Blues: Should I Stay in the Market or Get Out While I'm Ahead? Jul. 22, 2015

Ask Carrie

Dear Readers: When the stock market plummeted in 2008, I got a lot of questions about the wisdom of... Read More

Specialty Chemical Companies Jul. 15, 2015

Taking Stock

Dear Mr. Berko: I have a five-year horizon and $15,000 to $20,000 of new money to invest. My broker ... Read More

4 Percent Portfolio Income Jul. 15, 2015

Taking Stock

Dear Mr. Berko: My 67-year-old father will retire late this year and need at least $24,000 annually ... Read More

Very Speculative High-Yield Issues Jun. 24, 2015

Taking Stock

Dear Mr. Berko: We met when you spoke in Oklahoma City in 2001. You told me to buy 50 shares of Appl... Read More

Retirement Conundrum: Spend Now or Save for Later? Jun. 24, 2015

Ask Carrie

Dear Carrie: A friend recently told me that her financial adviser suggests using age 95 as a life e... Read More

Retirement Income Jun. 17, 2015

Taking Stock

Dear Mr. Berko: I'm 69, and my wife is 77. We have no debts and no children. When we married 51 year... 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

No Guts, No Glory Jun. 03, 2015

Taking Stock

Dear Mr. Berko: In simple, noneconomic terms, could you tell me why the Federal Reserve's three roun... Read More

Auto Replacement Parts Market Jun. 03, 2015

Taking Stock

Dear Mr. Berko: In March 2014, I asked you about investing in Tesla, and you told me Tesla is not an... Read More

Need to Adjust Your Financial Attitude? Start Here -- Now! May. 27, 2015

Ask Carrie

Dear Carrie: I'm 28 and trying to be smart about my money. My problem is that as soon as I pay down... Read More

Now Hear This May. 20, 2015

Taking Stock

Dear Mr. Berko: Do know the name of a large drug company that is supposed to have a cure for deafnes... Read More

Net Neutrality and Stocks May. 13, 2015

Taking Stock

Dear Mr. Berko: I'm a shareholder of Charter Communications, CenturyLink and Comcast. I have big pro... Read More

How Much Should You Be Saving? May. 06, 2015

Ask Carrie

Dear Carrie: I am turning 30 and know that I need to get serious about saving. How much should I be... Read More

Pot Earnings and Chinese Issues Apr. 29, 2015

Taking Stock

Dear Mr. Berko: Our 13-year-old son, on the advice of our family physician, uses marijuana, and it's... Read More

Things You Want to Know About Investing but Are Afraid to Ask -- Part 3 Apr. 29, 2015

Ask Carrie

Dear Readers: In the past two columns, I've introduced investing concepts and terms that every inves... Read More