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I started with $224K in December 2021, and now have just $195K So I need to know: Is my adviser a screw up?

Have an issue with your financial adviser or looking for a new one? Email questions or concerns to picks@marketwatch.com.

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Summit Wealth & Retirement Planning Inc Sells 224 Shares of Chevron Co (NYSE:CVX)

Summit Wealth & Retirement Planning Inc Sells 224 Shares of Chevron Co (NYSE:CVX)
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Northern Capital Management Inc Acquires 1,018 Shares of Schwab Emerging Markets Equity ETF (NYSEARCA:SCHE)

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 […]

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Summit Wealth & Retirement Planning Inc Trims Holdings in Chevron Co (NYSE:CVX)

Summit Wealth & Retirement Planning Inc Trims Holdings in Chevron Co (NYSE:CVX)
theenterpriseleader.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from theenterpriseleader.com Daily Mail and Mail on Sunday newspapers.

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Worried about a recession, 54% of Americans say they keep too much in cash

You need money in savings - but not too much.

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