Dear Mr. Berko: We’re both 73, and like most Americans, we’re starving for yield but scared to reach. Our neighbor told us he just bought 150 shares of Westpac Banking
Your 5-Point End-of-Year Financial Checklist
Ready for 2018? Not until you make these key money moves. It’s that time of the year again — when we not only start counting down toward Jan. 1, but
Earthmoving Stock
Dear Mr. Berko: My 83-year-old dad can no longer manage his $565,000 stock and bond portfolio, so it has become my responsibility, which I’m glad to take. I am an
What’s Up With General Electric?
Dear Mr. Berko: I bought 250 shares of General Electric at $27 over four years ago, and I’m tired of owning it. Please tell me what’s wrong. Its performance has
2017 SFBW Apogee Awards
Letter from the Chairman and CEO Celebrating the Peak Welcome to the Apogee Awards, a tribute to the success of 27 C-level executives throughout South Florida. The region has many
A City for Santa
By Christine Alexis Besides having memorable nochebuenas (Spanish for “Christmas Eves”) and unforgettable holiday decor, Miami has, for decades, had some of the most outrageous Santas around. For a better
The Intelligence of Smart Beta
By Julie Neitzel Financial product innovation continues for global investors, and 2017 has been a highly successful year for the continued launch of “smart beta” investment products. In February 2016,
Put Your People First
By Stephen Garber You lead your organization. You have many stakeholders, people you serve, people you rely on. One question we love to ask is, “Who comes first?” A lot
Avoid the Holiday Brushoff
By Greta Schulz It’s December, and Jessica is making calls to potential clients to fill her appointment calendar. She has spoken to lots of people and, when one shows a
Boards and Ransomware: Dealing with the Devil
By Betsy Atkins; Bill Lenehan contributed to this report For all the clever coding involved, most ransomware delivers a crude, deadly message when it strikes your company. Important company files