Page 2 - Summit Wealth News Today

Question: My husband handled our money using a financial adviser and when he passed away six years ago, I was financially set. The adviser he used has since...

Question: I currently have $930,000 sitting in an Australian industry fund. Like most, it is losing money. I am looking to engage a financial adviser. My...

Question: I saw the article about the fellow who wanted to buy a car but was basically stonewalled by his financial adviser in terms of further...

Question: I am in northern Minnesota and will soon have close to a million dollars in cash. I am not 100% sure the best way to invest this. I have spoken to...

Summit Wealth & Retirement Planning Inc. lessened its holdings in shares of Apple Inc. (NASDAQ:AAPL – Free Report) by 25.9% in the second quarter, according to its most recent filing with the SEC. The firm owned 13,715 shares of the iPhone maker’s stock after selling 4,802 shares during the quarter. Apple comprises approximately 1.0% of […]

Summit Wealth & Retirement Planning Inc. decreased its position in shares of Microsoft Co. (NASDAQ:MSFT – Free Report) by 25.4% during the 2nd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 5,688 shares of the software giant’s stock after selling 1,935 shares during the quarter. Microsoft […]

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Shufro Rose & Co. LLC trimmed its position in shares of Apollo Senior Floating Rate Fund Inc. (NYSE:AFT – Free Report) by 4.2% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 51,400 shares of the closed-end fund’s stock after selling 2,250 shares […]

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Northern Capital Management Inc. raised its position in shares of Schwab Emerging Markets Equity ETF (NYSEARCA:SCHE – Free Report) by 0.7% in the second quarter, HoldingsChannel reports. The fund owned 137,083 shares of the company’s stock after acquiring an additional 1,018 shares during the period. Schwab Emerging Markets Equity ETF accounts for approximately 2.6% of […]