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1,738 Shares in Advanced Micro Devices, Inc. (NASDAQ:AMD) Bought by Summit Wealth & Retirement Planning Inc.

Summit Wealth & Retirement Planning Inc. purchased a new position in Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 1,738 shares of the semiconductor manufacturer’s stock, valued at approximately $256,000. Other hedge funds and […]

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Summit Wealth & Retirement Planning Inc. Increases Stock Holdings in The Home Depot, Inc. (NYSE:HD)

Summit Wealth & Retirement Planning Inc. grew its stake in The Home Depot, Inc. (NYSE:HD – Free Report) by 15.2% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 1,594 shares of the home improvement retailer’s stock after purchasing an additional 210 […]

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Summit Wealth & Retirement Planning Inc. Has $552,000 Position in The Home Depot, Inc. (NYSE:HD)

Summit Wealth & Retirement Planning Inc. boosted its stake in shares of The Home Depot, Inc. (NYSE:HD – Free Report) by 15.2% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 1,594 shares of the home improvement retailer’s stock after purchasing an additional 210 shares […]

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Summit Wealth & Retirement Planning Inc. Increases Stock Holdings in The Home Depot, Inc. (NYSE:HD)

Summit Wealth & Retirement Planning Inc. Increases Stock Holdings in The Home Depot, Inc. (NYSE:HD)
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I'm 69, retired and my husband and I have about $675,000 invested. I've gotten returns of about 3.94% but my financial adviser is charging 1.5%. What's my move?

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

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I'm 68 with $2.6M saved. My adviser has me in over 50% equities. Is this wise?

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

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Summit Wealth & Retirement Planning Inc. Purchases New Holdings in Amgen Inc. (NASDAQ:AMGN)

Summit Wealth & Retirement Planning Inc. purchased a new stake in Amgen Inc. (NASDAQ:AMGN – Free Report) in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 773 shares of the medical research company’s stock, valued at approximately $208,000. Several other […]

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I retired with $1.8M in 2021, but no only have only $1.5M. Do I need a new financial adviser?

Question: I retired in 2021 with $1,800,000 invested with a large financial services company. I have withdrawn approximately $100,000 and the account is now...

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My financial adviser charges advisory, manager and platform fees — and the total fee is 1.15%. Is this even normal?

Question: How can I tell if these fees are normal? Does anything stand out to you? What else should I ask the adviser to provide me with? Annual advisory fee...

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My financial adviser lost $500K. A new one says my portfolio is a 'mess.'

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...

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