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Staying Calm During the Market Storm: 5 Things You Can Do Now Mar. 25, 2020

Ask Carrie

Dear Readers: The widespread impact of the novel coronavirus has everyone on edge. And while the hea... Read More

What's the Best Way to Rebalance Your Portfolio? Sep. 07, 2016

Ask Carrie

Dear Carrie, I've recently read that it might be better to rebalance my portfolio when the percenta... Read More

Extra Income Sep. 30, 2015

Taking Stock

Dear Mr. Berko: My husband and I are in our 70s, and we both retired several years ago from the real... Read More

Portfolio Income During Retirement Jul. 30, 2014

Taking Stock

Dear Mr. Berko: In my individual retirement account, I have 180 shares of Pfizer and 95 shares of Wa... Read More

Taxing Games May. 13, 2014

The Savage Truth on Money

Time is money. You've heard that old saying. But when it comes to investment, the better way to say ... Read More

Where to Leave a Portfolio Apr. 23, 2014

Taking Stock

Dear Mr. Berko: My wife passed away 10 years ago, so I continued to work into my early 70s before fi... Read More

Retirement Ahead: Do You Have Enough Exposure to Stocks? Apr. 23, 2014

Ask Carrie

Dear Carrie: My parents plan to retire in 5-7 years. They have several income sources, including re... Read More

Broker Recommends Equity-Indexed Annuity Nov. 20, 2013

Taking Stock

Dear Mr. Berko: My significant other and I are in our early 50s, and in March 2008, we rolled over o... Read More