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A Think Tank's Guaranteed Income or Pfizer? Dec. 19, 2018

Taking Stock

Dear Mr. Berko: Palm Beach Research Group, a financial think tank in Florida, is offering a plan cal... Read More

Don't Invest in China Dec. 19, 2018

Taking Stock

Dear Mr. Berko: My wife and I are thinking of investing in Chinese stocks or mutual funds. If we wer... Read More

Is GoPro Stock a Go? Dec. 12, 2018

Taking Stock

Dear Mr. Berko: GoPro looks like fun. Our neighbor's son showed us photos for over an hour (a little... Read More

Fifth Third Bank Is the Pits Dec. 12, 2018

Taking Stock

Dear Mr. Berko: In March of this year, I bought 300 shares of Fifth Third Bank at $34, but it hasn't... Read More

Fitbit Stock Dec. 05, 2018

Taking Stock

Dear Mr. Berko: I'm going to buy my wife a $225 Fitbit watch for Christmas. I'm also looking at the ... Read More

McDonald's Is All Good Dec. 05, 2018

Taking Stock

Dear Mr. Berko: What are McDonald's largest competitors? They've got to be what's damaging McDonald'... Read More

Investing in Mary Jane Nov. 28, 2018

Taking Stock

Dear Mr. Berko: Three other people and I own a small company. We've been in business together for 14... Read More

A Different Investment Philosophy Nov. 28, 2018

Taking Stock

Dear Mr. Berko: This market frightens the heck out of me, and I'm scared my $263,000 individual reti... Read More

What to Do With GlaxoSmithKline and Geron Stock Nov. 21, 2018

Taking Stock

Dear Mr. Berko: In 2007, I invested almost $10,000 in 165 shares of GlaxoSmithKline. The share price... Read More

Investing in British Banks Nov. 21, 2018

Taking Stock

Dear Mr. Berko: Most American banks have recovered from the Great Recession. But banks in the United... Read More

Buy AT&T, Verizon or Both? Nov. 14, 2018

Taking Stock

Dear Mr. Berko: I'm torn between investing $50,000 in AT&T and investing $50,000 in Verizon. My Merr... Read More

Time for an Adviser Switch Nov. 14, 2018

Taking Stock

Dear Mr. Berko: Eighteen years ago, when my wife and I were 50, we sold our business for $4 million ... Read More

Forever Stocks Nov. 07, 2018

Taking Stock

Dear Mr. Berko: I'd like to thank you. We used the pro bono lawyer you recommended in 2012. It took ... Read More

Andeavor May Be Worth the Risk Oct. 31, 2018

Taking Stock

Dear Mr. Berko: Please tell me what you can about Andeavor Logistics. Would this be a good stock to ... Read More

Are Young Men and Women Getting the Same Financial Start? Oct. 31, 2018

Ask Carrie

Dear Readers: This week, I have a couple of questions for you. First, do you believe that young men ... Read More

Invest in Columbus McKinnon? Oct. 31, 2018

Taking Stock

Dear Mr. Berko: My stockbroker wants me to buy 500 shares of Columbus McKinnon on margin. He tells m... Read More

Wright May Be Wrong Oct. 24, 2018

Taking Stock

Dear Mr. Berko: Please tell me about Wright Medical Group. Because of its development of artificial ... Read More

Uber and Zoetis Oct. 24, 2018

Taking Stock

Dear Mr. Berko: My stockbroker insists that Uber, which is valued at $120 billion, will come public ... Read More

Capitalism Should Be Taught Oct. 17, 2018

Taking Stock

Dear Mr. Berko: I don't need advice, but I feel I have to tell you of an experience that I was not p... Read More

3 Unknown Stocks Explained Oct. 17, 2018

Taking Stock

Dear Mr. Berko: When our father passed away about a year ago, he left my sister and me eight stocks.... Read More